Picture this: Returning to your office and being able to quickly create a snapshot of your organization’s key Financial Edge information in real-time. In this session, we’ll show you how to view your organization’s financial position, including interim statements, unpaid invoices, receivables due, and a list of key projects. Plus, you’ll learn how to export your dashboard panel to an Excel® spreadsheet.

1. Keeping it Real with
Dashboards in The
Financial Edge
CHUCK HAYES

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3. Agenda
• Identify the purpose and use of Dashboards
• Evaluate examples of Dashboards
• Create a Raiser’s Edge Dashboard
• Create a Financial Edge Dashboard
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4. Overview
Graphical View of Fundraising
and Accounting Data
Snapshot of important
performance indicators

5. Content Slide
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Page Panel
Pages

6. Page Features
• User-specific
• Other users can copy
• Can be added as Home Page favorites

7. Panel Features
• Panel-specific properties
• Can be printed, emailed, and copied

8. Panel Data
Copy to Excel
Drill down into Records,
Transactions, and
Source Documents

9. The Raiser’s Edge Dashboard:
Giving This Year

10. The Financial Edge Dashboard:
Financial Statements

11. Creating a Raiser’s Edge Dashboard

12. Practice
• Add two or more panels to the Giving Summary and Financial
Statement dashboards.
• Copy one panel’s data and paste it in Excel.

13. Steps to Add A Dashboard
1 On the navigation bar, click Dashboard.
2 Click New.
3 Enter a name to easily identify the dashboard.
4 In the Available Panels box, click a panel and then click Add. Repeat for
each panel that you want on the dashboard page.
5 Use the arrow buttons to arrange the panels in the order that you want
them to display.
6 In the Selected Panels box, click a panel and click Edit to set the panel
properties.
7 Use the available options to define the information that displays in the
panel.
8 Click OK to save the panel.

14. The Financial Edge Panels
Accounts Payable Track aging information based on your organization’s aging periods, rank vendors based on balances,
display invoices due, and open purchase orders.
Accounts
Receivable
Track aging information based on your organization’s aging periods, rank clients based on activity, and
display analyses of revenue, collections, service, sales, and cash receipts.
Fixed Assets Track projections of depreciation and book value, provide a list of asset acquisitions, and rank assets
based on values you select.
General Ledger Track general ledger activity within your organization. View summaries of income statement and
balance sheet information, accounts that are over budget, percentages of expenses and revenues,
and cash flows. Track revenue and expenses for selected projects and a project’s percentage of an
allocation pool.
Cash Receipts Provides a Cash Receipts Analysis panel which displays cash receipts for selected categories. This
panel is shared with Accounts Receivable.
Payroll Panels provide high-level measurement and statistical information about your employees and
employee payments.
Student Billing Track aging information based on your organization’s aging periods, rank payers based on activity,
and display analyses of revenue, collections, service, sales, and cash receipts.
Shared Panels Panels shared among programs can provide a ranking of users based on their activity.

15. The Raiser’s Edge Panels
Campaign
Summary
Illustrates how close you are to reaching your campaign goal based on the income generated by your
campaign. You can customize this summary to include additional campaign statistics such as the
number of gifts received and the average gift amount.
Solicitor/Team
Campaign
Performance
Illustrates how close your solicitors and teams are toward reaching their goals for a specific campaign
based on the income generated by their efforts.
Campaign Fund
Analysis
Provides an analysis of the number of donors and number of gifts given in relation to either a campaign
or reporting hierarchy.
Fund Summary Illustrates how close you are to reaching your fund goal based on the income generated by your fund.
You can customize this summary to include additional fund statistics such as the number of gifts
received and the average gift amount.
Solicitor/Team Fund
Performance
Illustrates how close your solicitors and teams are toward reaching their goals for a specific fund based
on the income generated by their efforts.
Appeal Summary Illustrates how close you are to reaching your appeal goal based on the income generated by your
appeal. You can customize this summary to include additional appeal statistics such as the number of
gifts received and the average gift amount.
Appeal Package
Response
Lists the details of specific appeals and the packages assigned to them. The list displays a breakdown
of the packages including the number solicited, number of donors, number of gifts, and total gift amount.

16. The Raiser’s Edge Panels
Recent Gifts List Shows a list of gifts recently received by your organization. You can limit the results of this list in several
ways; such as choosing to see only gifts given toward a specific campaign.
Recent Tribute Gifts
List
Shows a list of gifts recently received by your organization for one or more tributes.
Expected Gifts
Summary
Shows anticipated cash flow over a future period of time based on active pledges, matching gift pledges,
and recurring gifts made by your constituents.
Overdue Gifts List Provides a list of constituents who have an overdue gift balance. You can customize this list to include
additional information such as when the donor last received a reminder.
Giving Clubs Groups donors based on categories specified in the Donor Categories tables in Configuration. You can
customize this list to include additional information such as the total gift amount.
Giving Summary by
Constituency
Groups donors based on the constituency code specified on the Bio 2 tab for the donor. You can
optionally limit the results of this list by selecting specific Campaigns, Funds, or Appeals.
Donor Giving
Analysis
Shows new, repeat, increased, decreased, and recovered donors. You can optionally choose to
breakdown the results by constituency code.
Recurring Gift
Missed Payment
Summary
Shows unrealized payments for recurring gifts with consecutive missed payments since the last
payment. You can report on gifts that have been set up but never paid, gifts with at least one payment,
or both.

17. The Raiser’s Edge Panels
Recurring Gift
Amendment
Summary
Shows summary information for amendments including the variance and variance percentage. This
dashboard can be used to monitor the progress of an upgrade campaign by campaign, fund, appeal,
package, constituent code, and pay method.
Solicitor Status Helps you monitor your solicitors’ performance based on their activity over a specific period of time. You
can optionally limit the results in several ways; such as by choosing to see only the top performers
based on the number of gifts generated through their efforts.
Solicitor
Performance Graph
Helps you monitor each solicitor’s performance compared to the other solicitors. You can optionally limit
the results of this graph by specific solicitors, gift types, or a date range.
Constituent Action
List
Shows a list of actions. You can optionally limit the results of this list in several ways; such as choosing
to see actions that fall within a specific date range, or constituents who have a specific constituency
code.
Event/Appeal Action
List
Shows a list of actions for one or more events or appeals. You can optionally limit the results of this list
in several ways; such as choosing to see actions that fall within a specific date range or actions
assigned to specific solicitors.
Solicitor Action List Shows a list of actions for one or more solicitors. You can optionally limit the results of this list in several
ways; such as choosing to see actions that fall within a specific date range, or actions that are currently
open.
Queries Panels based on a Campaign, Fund, Gift, Action, or Solicitor query.
Action Reminders Shows a list of all reminders for actions that are not completed. You can customize this list to include
additional information about the actions such as time, phone number, and email addresses.

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19. Summary
• Identify the purpose and use of Dashboards
• Dashboard pages summarize information in panels.
• Evaluate examples of Dashboards
• The sample database includes examples for each module.
• Create a Raiser’s Edge Dashboard
• Mix and match panels for every record type.
• Create a Financial Edge Dashboard
• Mix and match Panels from any module or record type.

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