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donor portal year-to-date totals

Our Fund Advisors are asking for a quick way to view YTD totals for grants they've requested and contributions that have been made to their fund. It would be wonderful if there was a way for the YTD to appear at the top of each respective tab.

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Britt Ramroop shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Keely Gilliland commented  ·   ·  Flag as inappropriate

    Ditto this! We have recently switched from Donor Central. It not only allowed Fund Advisors to see the YTD totals, but also created a pie graph that would show areas of gifts. We would love to see this for C-Suite and have already gotten several requests for it.

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