We have provided each staff member with their own Analytics Dashbaord.
Gift Listing Report ()
All Transactions ()
Failed Transactions ()
Date | Donor | Tel | Amount | CCY | Pmt Method | More Info |
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Report Summary
Total Transactions | |
Report Value | |
Current Balance | |
Message |
Select Dates
Pledge values by currency
Pledge values by currency
Pledge count by payment methods
Active Pledge List
Partners Name | Tel | Amount | Currency | Pmt Method | Next Run Date |
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In-Active Pledge List
Donor | Tel | Amount | Currency | Pmt Method | Next Run Date |
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Recently De-Activated Pledges
Partners Name | Tel | Amount | Currency | Pledge Method | Next Run Date |
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Pledges With Outstanding Mandates
We are required by PASA legislation to de-activate any pledges that appear in this list. Please ensure the office recieves these signed mandates as soon as possible.
Partners Name | Tel | Amount | Currency | Pledge Method | Next Run Date |
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Fund Performance:
GLOBAL ACTUAL AVG:
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Total Funds/Staff | |
Total Goals | |
Total Pledges | |
Total Pledge Avg |
Name | Staff | Pledges | Salary Goal | Actual Avg | Pledge Avg |
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Attached Funds
Fund | Goal | Pledges | Avg | P1 | P2 | P3 |
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Support Coaches Report
Shows you the performance of all the staff/funds that have been allocated to you for coaching.
Fund Centers Performance Report
Shows you the performance of all the staff/funds that have been allocated to ''
>100% | 70%-100% | 0%-70% |
Fund/Staff | Salary Goal | Active Pledges | Average | Current Balance | Period1 | Period2 | Period3 |
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Fund/Staff | Salary Goal | Active Pledges | Average | Current Balance | Period1 | Period2 | Period3 |
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Salary Reconciliation Report
Opening Balance (should be 0 in most cases): | |
Less Salary Paid: | |
Closing Balance (should be 0 in most cases): |
Date | Person | Amount | CCY | Payment Method | Detail |
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Salary History Report
We do not have any salary data for the fund: ''
Date | Salary |
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Funds Owned By You
Here you can manage the funds owned by you as well as configure the giving pages associated with these funds.
Name |
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If the Give Now URL does not work OR you cannot see any records here, Log Out of the application and then Log back in.
Date | Amount | Pmt Method | CCY | More Info |
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We have provided each staff member with their own Analytics Dashbaord.
Dashboard:
Pledge Average
Below 80%
You current pledge average is sitting at
80% - 90%
You current pledge average is sitting at
100%
You current pledge average is sitting at
Actual 3 month Average
100%
Excellent, your actual average based on the last three months is
80% - 90%
You current actual average for the last three months is
Less than 80%
You current actual average for the last three months is . Please chat with your support coach.
Last 3 month salaries
Summary
Salary Goal | |
Actual Average | |
Pledge Avg | |
Pledge Total | |
Current Balance | |
Recent Salary | |
Salary (1 Mnth Ago) | |
Salary (2 Mnths Ago) |
This portal provides a place where you can access tools and reports to manage your giving, pledging and help you lead your teams more effectively.
Staff
Provides critical resources and reports for staff.
Partners/Donors
Provides tools and reports to manage your giving.
Leaders/Coaches
Tools you can use to help you lead and coach the staff assigned to you.
Edit Pledge
Update the amount for this EFT pledge.
Choose Database
From the list below choose the database you want to switch to.
Switch Fund
Choose from the list below which fund you would like to activate.
Choose Which Salary To Recon
From the list below choose the salary you would like to report on. When you are ready click 'Get Report'.
This fund is active in more than one campaign. Please selected the relevent campaign below in order to generate the unique web url for pledging.
Below is your secure pledge URL. You can send this link to people to set up pledges. To generate a QR Code for this linke click 'Generate QR Code'
We have automatically generated a pledge QR Code. This QR Code makes it very easy for people to access your giving page. Copy this image and email it, embedd it in your letter or place it on your website or blog.
Coming Soon!
Access Denied!
Your account is not permitted to access this feature.
There are no fund groups or church centers funds that have been connected to your account. If you think this is an error please contact the office on:
Access Denied!
Your account is not permitted to access this feature.
You do not have any funds that have been connected to your account. If you think this is an error please contact the office on: