The dashboard is the main workspace where nonprofit admins review performance, navigate product areas, and act on payment and supporter data.
Home: high-level activity and onboarding prompts.
Contacts: supporter records and giving history.
Forms: Fundraiser Forms, Event Forms, hosted pages, and events.
Elements: website widgets, QR codes, fundraising flags, URLs, and generated embed code.
Payments: Fundraiser Form payments, Event Form purchases, and related transaction activity.
Subscriptions: ongoing scheduled support records.
Payouts: transfers to the organization's bank account.
Settings: organization configuration, users, permissions, compliance, integrations, portal, and embed script.
Home gives admins a quick read on recent performance. Depending on available data and permissions, it can show raised amount, payment count, average payment, Subscription share, revenue trend, payment method mix, and failed, refunded, or disputed payment activity.
Use Home for a quick operational check. Use the dedicated Payments, Subscriptions, Contacts, Forms, Elements, and Payouts pages when you need record-level detail, filters, exports, or actions.
Create a contact, form, payment, or element from the Create menu when your role allows it.
Filter a table to find a payment, contact, subscription, form, element, or payout.
Export records for reporting or reconciliation.
Open a record detail view to inspect more context.
Use Activity in the header to monitor background exports, tax document jobs, and bulk actions. Completed export jobs can provide download links, and completed notifications can be marked read.
