Welcome to the Giving Dashboard, your go-to tool for a quick snapshot of your Giving history. In this article, we'll walk you through accessing the dashboard and provide an overview of its sections.
Please Note: The Giving Dashboard is not updated in real-time. It undergoes a nightly refresh to provide the latest information. You can refresh individual widgets at any time to ensure you have the most accurate information.
User Permissions needed to access Giving
Account Owner, Admin, or Limited Access with access granted to the Giving Product. If you have additional questions please reference this article.
How to Access the Giving Dashboard
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Login to your Tithely Admin account.
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Select Giving.
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The Dashboard will be the first page that loads.
You can use Filters to view the data for any given date range, as well as for a different location.
Refresh Widgets
To refresh individual widgets within the Giving Dashboard, follow these simple steps:
- Locate the widget you wish to refresh within the dashboard.
- Look for a refresh button or icon associated with the specific widget; click the refresh option.
- Give the widget a moment to reload and fetch the updated data.
Following these steps, you can easily refresh individual widgets within the Giving Dashboard to ensure you have the most up-to-date information.
An Overview of Each Section in the Giving Dashboard
Total Giving
The Total Giving area displays (in gross amounts) total donor giving plus giving by the month. The default data will display for 6 months, or you can select a date range using the filters. Hovering over a dot on the graph will show the total monthly gifts for a single location or giving for each individual location as well as the total amount.
Quick Insights
- Total number of gifts
- Total number of givers
- Gross amount for the weekly average
- Gross amount for the average gift
- Gross amount for recurring giving
- Percentage of gifts that are recurring
Covered Fees
Covered Fees show the percentage of gifts with fees paid by donors, as well as the amount saved for your organization by donors covering fees. If you hover over either side of the donut, you can see the exact percentage of gifts with covered fees and gifts without covered fees.
Recurring Gifts vs Onetime
Recurring Gifts vs Onetime is a comparison of recurring giving versus one-time gifts. Hovering over any given bar will show the gross amount of one-time gifts, the gross amount of recurring gifts, and the sum of both.
All Gifts
All Gifts gives the total number of gifts for either a single campus or each campus if you have multiple locations.
The Weekly Average
The Weekly Average is the gross amount of average gifts.
First-Time Givers
View the names and amounts given by those giving to your church for the first time.
Frequent Givers
View the names and consistency of gifts from loyal givers.
Top Givers
The Top Givers Widget allows you to identify and appreciate those who have made significant contributions to your church's mission and impact. By utilizing this widget, you can gain a deeper understanding of your donors' giving patterns, and recurring donations.
Your top 5 donors are shown in the preview. To view all your top donors, simply click View All.
Click through the pages, or export the information into a document format.
At-Risk Givers
View givers who have given within the last 6 months but not within the last 60 days.
Lapsed Givers
View givers whose most recent gift was more than 1 month ago.
Givers by Average Weekly Gift
View the average weekly gift size and number of donors that fall into that specific gift size category.
Transactions Bucketed by Gift Size
View the number of transactions bucketed by gifts size.
Projected Monthly Recurring Revenue
View your projected revenue based on recurring gifts.
Gross Giving by Fund
The gross giving by fund or multiple funds in a given date range