Use the School Dashboard and understand its statistics

Tags: product:platform-access intent:school-dashboard intent:analytics intent:statistics

Go to School Dashboard > Home for institution-level insights. Available sections depend on the products the institution subscribes to and can include dollars and donations by fiscal year, payment-method totals, average gift, largest gifts, designation and tracking-link tables, affiliations, recurring subscriptions, donor statuses, Volunteer Management activity, and wealth totals. A blurred section means the insight belongs to a product the institution does not currently have access to.

Use the fiscal-year and product filters shown on each chart or table. The dashboard defines its figures narrowly: for example, average gift uses one-time online gifts and excludes recurring, offline, match, and challenge gifts, while designation totals can include one-time online, recurring, match/challenge, and individual offline gifts. Read the on-screen help text before comparing two tiles.

Set the fiscal-year start date at School Dashboard > Settings > General Settings if the dashboard asks for it. School Dashboard > Partner Portal opens partner resources, while School Dashboard > Constituents opens institution-level constituent search when the user has access.