Track a fund

Pour :Administrateur

Management dashboard with status tabs, search, and advanced filters

The Funds list (/app/cagnottes/list) is your management dashboard. At a glance, you see where each collection stands, who is performing, who is plateauing, and you access the received payments in one click.

Anatomy of the list

The 7 columns

Column	Description
Name	Public label of the Fund (clickable to open the detail)
Collected	Total collected amount (green) — sum of completed payments
Goal	Target amount defined at creation
Margin	Cosmetic margin applied to the gauge (warning)
Remaining	Amount remaining to reach the goal (red)
Tax receipt	Green badge (enabled) or red (disabled)
Payments	Quick link to all the payments of this Fund

Actions per row

To the right of each row:

• Link icon — opens the sharing modal (short link, QR code, iframe)
• Dropdown menu — Modify, Cancel, Pause, Resume, Archive, Unarchive

See Manage the lifecycle for the status transitions.

The 5 status tabs

Funds are automatically distributed in five tabs with counters.

Tab	Includes	Logic
In progress	Active funds not completed	Active, not paused, not archived, and either no goal, or goal not yet reached, or smart fund
Completed	Funds with goal reached	Active, with goal, remaining at zero or negative (excluding smart funds)
Paused	Funds manually paused	pause field enabled
Canceled	Canceled funds	active field disabled
Archived	Stored historical funds	archived field enabled

ℹ

A counter per tab

Each tab displays the number of Funds that belong to it. You immediately spot if one of your collections has moved to "Completed" or if there are many in "Archived" to clean up.

Why a "Completed" Fund still accepts payments

The Completed status is informative: it simply indicates that the goal is reached. Payments continue to be accepted — it's even often desirable:

• A late donor who wanted to participate
• An overshoot that finances the next stage of the project
• A safety margin for unforeseen costs

To actually stop payments, pause or cancel the Fund.

Search for a fund

The search bar at the top of the list searches in free text on:

• The public name
• The internal label (useful if you name your Funds by project code)

The search is case-insensitive and works by substring (typing reno finds "Renovation 2026", "Equipment Renewal", etc.).

Advanced filters

The Filters button opens a panel to refine by criteria:

1. 1

   Tax receipt

   Filter by toggle: Funds issuing receipts / Funds not issuing them.

   Useful to distinguish collections eligible for deduction from support collections without receipt.

2. 2

   Association

   Multiple selection: for organizations managing several legal entities, display only the Funds of one or more associations.

3. 3

   Goal amount

   Numerical range (min / max). Ideal to isolate the "large funds" (> 10,000 €) from the "small ones" (< 1,000 €).

4. 4

   Creation date

   Date range. To see only the Funds launched on a specific period (this year, last month, the quarter).

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Combine the filters

All filters add up: if you filter by association Beth Yossef and goal amount > 5,000 € and date this year, you get the intersection of the three conditions.

Access the payments of a fund

The card icon in the Payments column is the most-used shortcut: a click opens the pre-filtered payments list on this Fund.

You then arrive on /app/paiements/list?searchId=[fund-id] with:

• All payments linked to this Fund
• Complete table (amount, date, donor, status)
• Possibility to export, modify, refund a payment

See Consult payments for the detail of available actions.

✓

Management loop

In one session: (1) open the Funds list, (2) spot the one that is plateauing, (3) click on the payments to see where the donations are coming from, (4) return to the list, (5) open the sharing modal to relaunch the channel that did not convert.

Useful KPIs to monitor

Without a dedicated dashboard, these 4 indicators give you a quick reading:

Indicator	How to read it	What to do
Remaining high at end of period	The Fund will not reach the goal	Revise the amount, communicate, segment a follow-up
Collected stagnant for 7 days	No more visibility	Recreate content, new distribution channel
Number of Funds In progress > 10	Risk of dilution	Archive the old ones, prioritize 2-3 flagship Funds
Collected / Goal ratio > 100 %	Overshoot	Decide: let it run or close properly

To remember

• 5 status tabs with counters for immediate management
• 7-column table: focus on Collected, Remaining, Tax receipt
• Card icon = direct shortcut to the payments of a Fund
• A Completed Fund continues to accept payments (overshoot)
• MongoFilters filters: tax receipt, association, amount, date — cumulative
• Search on the public name AND the internal label