Dashboard
The dashboard is the home page after sign-in. It brings together items requiring attention, recent income, upcoming events, and useful shortcuts.
Select Customize to start from Essential, Finance, or Community, then enable, hide, and reorder individual widgets. Your composition is saved for your user access and does not affect colleagues.
Depending on permissions and enabled services, widgets can include items to process, quick actions, money received, upcoming items, links to share, recent registrations, subscriptions, pledges, recent donations, donor momentum, and community moments. The association and currency selector controls financial figures, and the privacy control temporarily hides amounts during screen sharing.