6 results found
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Dashboards- Filtering by custom fields
Be able to filter dashboards by custom fields like you can custom reports. We use custom fields and would like certain donations filtered out by this custom field within donations.
5 votes -
Ability to build custom dashboards
Similar to HubSpot's dashboard features, it would be useful to build custom dashboards where a collection of reports are saved on a particular page with a customized name.
With this feature, the user could build custom reports and save them in a collection on a page where other users could access the dashboard to check metrics.
This would help users who need to track custom metrics that aren't necessarily represented on the dashboards already created by CSuite.
HubSpot example attached.
14 votes -
Fund Dashboard
On the "details" tab of the fund, you have the asset balance clearly visible. occasionally, other staff think that is the available balance but it isnt. it would be nice to have the following below the asset balance or along with the asset balance: grants payable/accounts payabe, net available balance, YTD grants, YTD gifts, YTD Other transactions.
3 votes -
remove grants in "New Bucket" from Grants Dashboard
I believe this should be an immediate fix - please remove "New" grants from grants dashboard. Let people use the filter to add them, but please don't include them in the unfiltered view. Thank you.
1 vote -
Custom Metrics Dashboard in addition to the Native Metrics
With the new Metrics Dashboard implementation, it would be helpful to build customized metrics for charts & graphs. For instance, a metric analysis that shows our giving by our focus areas on our application and/or a metric that shows our giving by geographic location areas.
Both of the above metrics are questions on our application with drop-down boxes.
2 votes -
stripe donations
It would be great to have new stripe donations notified/highlighted on the dashboard
13 votes
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