Dashboards
A Dashboard is a collection of analytical widgets displayed on a single screen. Each widget shows a chart, metric, or summary table driven by its own query. Dashboards give an at-a-glance view of performance without requiring staff to run and interpret individual reports.
Dashboard Widgets
Each widget on a dashboard is an Analysis — an independent unit with its own data query and visual template. Common widget types include:
- Metric card — a single key number (total raised, donor count, days remaining)
- Bar or column chart — comparisons across categories or time periods
- Line chart — trends over time
- Pie or donut chart — proportional breakdown
- Data table — a mini list report within the dashboard
Setting Your Home Page Dashboard
The account home page shows a default metrics dashboard. You can replace it with any dashboard from Insights:
- Go to Insights and open the dashboard you want to use as your home page
- Click Set as Home Page
Or, ask your account administrator to configure the home page dashboard at the account level — this sets the default for all users in the account.
Embedded Dashboards
Dashboards can be embedded above specific list views and record edit views. For example, a dashboard showing a contact’s giving history over time can appear at the top of every Contact edit page. Embedded dashboards are configured by your account administrator.
Creating Custom Dashboards
Dashboards are content in the DonorPoint database. Custom dashboards can be created in Insights → New Dashboard and shared with all users in your account or kept private.
Each widget’s data query can use EL expressions for parameterization — for example, a widget on the Campaign edit page can reference the current campaign’s ID automatically.