Goodworld Dashboards give administrators a customizable, visual way to monitor the information that matters most to their organization — all from within the Reports module.

Instead of navigating between separate reports to answer common questions, you can build dashboards that bring key metrics, charts, and activity tables together in a single view. Dashboards can be customized for different purposes and audiences, from an organization-wide fundraising overview to a campaign-specific report for a workplace coordinator, board member, event manager, or other stakeholder.

You can also create multiple dashboards, clone existing dashboards to save time, and share selected dashboards with other users while controlling what information they can access.

Where to find Dashboards: Navigate to Reports → Dashboards from the left-side navigation. Dashboards are also available within supported campaigns, events, and volunteer experiences, where dashboard data is automatically scoped to the relevant experience.

Dashboards allow you to combine three types of reporting components:

Each dashboard can be configured independently, so you can determine which information appears, how it is organized, and which filters should apply.

This makes it possible to use Dashboards for everything from a quick daily performance check to a highly targeted reporting view for a specific department, branch, campaign, or stakeholder group.

Your dashboard can serve as your primary reporting view when you enter the platform.

A typical fundraising dashboard might include:

Total Raised
The total amount contributed within the dashboard's scope.

Donations
The number of donations received.

Average Gift
The average contribution amount.

Recurring Revenue
Revenue associated with recurring giving.

New Donors
The number of donors giving for the first time.

You can then supplement those headline metrics with charts and detailed activity tables.

Administrators can create additional dashboards from the Dashboards area of Reports.

Each dashboard can be given a name that clearly identifies its purpose or intended audience. For example:

Once created, customize the dashboard by adding the metrics, charts, and activity tables that are relevant to that use case.

Tip: A dashboard does not need to contain every available data point. In many cases, the most useful dashboard is one designed to answer a small set of specific questions for a specific audience.

Metrics provide quick, numerical answers to your most important reporting questions.

Depending on the dashboard and available reporting data, metrics can be used to monitor fundraising performance, donor activity, participation, and other key indicators.

For example, an administrator managing an employee giving campaign might want to see:

The real power of dashboard metrics comes from combining them with filters.

For example, imagine an organization has employees categorized by Department or Branch using group tags. Rather than showing only organization-wide participation, an administrator could create a metric filtered to a specific department.

A Total Raised metric filtered to Department: Marketing, for example, would show only the amount raised by employees associated with Marketing.

This makes it possible to create dashboards for individual departments, schools, offices, branches, or other groups.

An administrator could therefore build:

Marketing Department Dashboard
Total Raised, Participation Rate, Respondents, and Non-Respondents for Marketing.

Finance Department Dashboard
The same metrics, filtered to Finance.

Operations Department Dashboard
The same metrics, filtered to Operations.

This is particularly valuable for workplace giving programs in which individual coordinators or department leads are responsible for monitoring participation within their own teams.

Charts make it easier to understand patterns that may be difficult to spot from totals alone.

Depending on the available chart type, you can visualize information such as:

Raised Over Time
See how fundraising progresses across a selected period.

Payment Methods
Understand how donors are choosing to give.

Charts can be used alongside metrics so that administrators can see both the headline result and the trend behind it.

For example, a Total Raised metric may tell you that a campaign has generated $275,000, while a Raised Over Time chart can help you understand when that fundraising occurred and whether momentum is increasing or slowing.

Where available, chart filters can be used to narrow the underlying data further, making charts particularly helpful for creating audience-specific dashboards.

While metrics and charts provide summaries, activity tables allow you to see the individual records behind those numbers.

Depending on the reporting context, activity tables may include information such as:

For example, a development-focused dashboard might combine fundraising metrics with a Transactions table so the team can see both overall performance and recent gifts.

An event dashboard might prioritize registration metrics and a Registrants table.

A campaign follow-up dashboard could focus on respondent or non-respondent activity so administrators can identify people who may still require outreach.

Activity tables can be configured to show the information most relevant to the dashboard's audience.

Using Manage Columns, administrators can determine which fields appear and, where supported, arrange those columns in the desired order.

For a Transactions table, for example, you may want to display information such as:

A dashboard intended for a finance team may require different information than one intended for a campaign coordinator. Customizing table columns helps keep each dashboard focused while limiting unnecessary information.

Filters can further narrow the records displayed within an activity table.

For example, you might filter transactions to show:

Filters are especially useful when a dashboard is being created for a particular workflow rather than general reporting.

When you need to work with dashboard data outside Goodworld, supported activity tables can be exported as CSV files.

This works similarly to exporting data from other reporting areas such as Transactions, Payments, Respondents, or Registrants.

Your dashboard configuration helps determine the information included in the resulting report. Depending on your configuration, you can use filters and customized column selections to create a more targeted export before downloading the data.

For example, you could create a filtered Transactions table showing gifts to one particular fund and then export those records for additional analysis or follow-up.

You do not need to start from scratch every time you need a similar reporting view.

Administrators can clone an existing dashboard, creating a copy of its layout and configuration that can then be modified for another use case.

Cloning is especially useful when the same dashboard structure needs to be repeated for multiple groups.

For example, suppose a company has four branches and each branch manager should receive the same reporting information.

You could:

Instead of rebuilding four reports individually, you create the reporting structure once and reuse it.

Important: Dashboard access is managed independently. When creating a new dashboard from an existing one, review its sharing settings before distributing it to another audience.

One of the most powerful uses of Dashboards is the ability to provide other stakeholders with access to the reporting information they need without giving them control over the dashboard itself.

From the dashboard's available actions, administrators can manage dashboard access and share the dashboard with appropriate users.

A shared dashboard provides a view-only experience. Viewers can consume the information made available to them, but dashboard creation and management remain under administrator control.

Depending on their permissions, viewers may also be able to export the activity data made available through the dashboard.

This makes dashboards useful for audiences such as:

Dashboard access is specific to the dashboard being shared.

This allows an administrator to maintain a comprehensive internal dashboard while giving another stakeholder access only to a more focused dashboard created for their needs.

For example, a platform administrator may have an organization-wide dashboard containing activity across every workplace campaign. A coordinator from one participating employer could instead receive a dashboard filtered specifically to their company.

Similarly, a department lead could receive a dashboard containing only information associated with their own department.

The result is a reporting experience that is both easier for the viewer to understand and more appropriate to their role.

Dashboards can be used at different levels of Goodworld.

A dashboard created from the platform-level Reports module can provide an organization-wide reporting view.

Dashboards accessed from within an individual campaign, event, or volunteer experience are scoped to that experience.

For example, if you open Reports from inside a workplace giving campaign, the dashboard reflects data associated with that campaign rather than unrelated campaigns elsewhere on the platform.

Where campaigns contain child campaigns, relevant child activity may also roll into the parent campaign's reporting.

This makes dashboards useful both for organization-wide reporting and for focused campaign management.

There is no single “correct” dashboard. The best configuration depends on the questions you are trying to answer.

Create a concise dashboard that communicates high-level organizational performance.

You might include:

Metrics: Total Raised, Donations, Average Gift, New Donors
​Charts: Raised Over Time, Giving by Designation
​Activity: Limited or no detailed activity tables

The goal is to provide leadership with a clear picture of progress without overwhelming them with operational data.

Create a dashboard focused on donor behavior and fundraising activity.

You might monitor new donors, average gift size, recurring giving, large gifts, designation preferences, and recent transactions.

This can help fundraising teams identify trends and potential follow-up opportunities.

Dashboards can also be operational tools.

A campaign team might create a dashboard designed specifically to surface incomplete or unsuccessful activity, such as non-respondents or failed transactions.

Instead of simply measuring performance, the dashboard becomes a working list of actions that still require attention.

Create a dashboard filtered to a specific company, department, branch, office, or school.

A coordinator could see:

This allows local coordinators to monitor the information relevant to their own group without requiring access to unrelated organizational data.

Create a dashboard focused on registration and event participation.

Metrics and charts can provide a high-level view of activity while a Registrants table gives the event team access to individual registration records.

Where supported through contact and tag-based reporting, dashboards can also help administrators maintain focused lists of important constituencies such as board members, VIPs, major donors, or other tagged groups.

Start with the question, not the widget.
Before building a dashboard, determine what the intended viewer needs to know or do. Then select the metrics, charts, and tables that answer those questions.

Create separate dashboards for different audiences.
A board member, finance administrator, development officer, and workplace coordinator probably do not need the same information.

Use filters to reduce noise.
A highly targeted dashboard is often more useful than one showing every available record.

Clone repetitive dashboard structures.
If multiple groups need the same reporting format, configure the dashboard once and clone it rather than rebuilding each version.

Be thoughtful about activity-table columns.
Only display fields that are useful to the dashboard's intended audience.

Use charts and tables together.
Charts help identify trends, while tables provide the underlying records needed to investigate or act on those trends.

Yes. Administrators can create multiple dashboards for different reporting needs and audiences.

Yes. Dashboards are composed of customizable metrics, charts, and activity tables. Available filters and table-column settings allow you to further tailor the information displayed.

Yes. Clone an existing dashboard and update its filters for each group. This is an efficient way to create consistent reporting experiences for multiple departments, schools, companies, branches, or other groups.

Yes. Dashboard viewers receive view-only access. Dashboard configuration and access management remain administrator functions.

No. Dashboard access is managed for the individual dashboard. This allows you to create targeted reporting experiences for specific audiences.

Supported activity tables can be exported as CSV files. The exported data reflects the information made available through that table and its configuration.

No. Dashboards accessed within a particular campaign are scoped to that campaign. Relevant child-campaign data may also roll into a parent campaign.

Traditional reports are ideal when you need to investigate or export a specific dataset. Dashboards are designed to bring the information you monitor repeatedly into one consolidated visual view.

By combining KPIs, trends, and underlying activity, dashboards make it easier to understand what is happening — and determine what needs your attention — without rebuilding the same reporting workflow each time.

If you have questions about Dashboards, schedule a support call with our success team.