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.
Keely Gilliland commented
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.