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, compare filtered metrics against broader totals, 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 or workplace giving 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.

Total Donors
The total number of donors represented within the dashboard's scope.

Total Employees
The total employee population represented within the dashboard's scope. This is particularly useful for workplace giving dashboards where fundraising performance needs to be viewed alongside employee participation.

Participation Rate — Donor Count
A participation metric based on the number of donors, making it easier to understand the proportion of the eligible population that has made a gift.

Participation Rate — Participants ÷ Total Employees
A participation metric calculated using the number of participants relative to the total employee population.

Depending on how your organization defines and measures participation, you can select the participation metric that best reflects the question you are trying to answer.

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, employee participation, campaign performance, and other key indicators.

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

The metrics you choose should reflect the specific questions the dashboard is intended to answer.

The % of Total Raised metric can help show how much a particular segment contributes to overall fundraising.

For example, you may want to understand what percentage of total dollars raised came from:

Instead of looking only at the dollar amount associated with that segment, you can also understand its contribution relative to the broader total.

This can be especially useful when comparing fundraising performance across departments, campaigns, designations, or other groups of different sizes.

Metrics can also include an Add Comparison option, allowing you to display an additional value alongside the primary metric.

For example, you might display a filtered fundraising amount alongside the broader total in order to understand how much that segment contributes to overall performance.

Comparisons can be displayed as either:

This makes it easier to add context to a metric without creating a separate reporting view.

For example, instead of showing only that a particular company site raised $42,000, you could use a comparison to provide additional context for that amount within the broader campaign.

Administrators can add a description within a metric's settings.

When a description has been added, dashboard viewers will see an info icon associated with the metric. They can use this additional context to better understand what the metric represents or how it should be interpreted.

Descriptions can be particularly helpful when:

For example, a Participation Rate metric could include a description explaining whether the organization is measuring donor participation or participants relative to total employees.

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

Filters allow you to narrow a broad metric into the particular population, campaign, transaction type, gift size, or other segment you want to understand.

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, companies, or other groups.

An administrator could therefore build a Marketing Department Dashboard showing Total Raised, Total Donors, Total Employees, Participation Rate, Respondents, and Non-Respondents for Marketing, then clone that structure for Finance, Operations, or other departments.

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

Dashboard filters can also be used to identify donors based on gift size.

For example, you could create a metric or reporting view focused on donors with gifts of $5,000 or more.

Gift amount thresholds can be particularly useful for:

Rather than manually reviewing transactions to identify gifts above a particular threshold, the dashboard can surface the relevant activity automatically based on the filters you configure.

Transaction reporting can also be filtered using transaction tags, expanding the ways administrators can segment dashboard activity.

This is available in addition to contact-tag filtering.

Contact tags can help identify characteristics associated with the person, while transaction tags can be used when the reporting distinction applies to a particular transaction.

Using both types of tags gives administrators more flexibility when building targeted metrics and activity tables.

Metrics and charts can be configured around a specific reporting period using flexible date range options.

Available date ranges include:

These options align with the flexible date filtering available within Transactions and make it easier to build dashboards around the timeframe that matters for a particular reporting need.

For example, a development team might use Year to Date for an ongoing fundraising dashboard, while a campaign administrator could use a Custom range corresponding exactly to the dates of an employee giving campaign.

Because date ranges can be applied to both metrics and charts, you can view the headline result and its underlying trend across the same relevant period.

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.

Metrics and charts also support flexible date ranges, allowing you to analyze activity for periods such as the Last 30 Days, Quarter to Date, Year to Date, or a custom reporting period.

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.

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.

For example, a development dashboard could contain a Transactions table filtered to gifts of $5,000 or more, giving the team a continuously updated view of major-gift activity without requiring them to manually filter the full Transactions report each time.

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.

When a campaign contains child campaigns, a dashboard created at the parent campaign level can be used as a master reporting view across the campaign structure.

When adding a metric to a campaign dashboard, campaign filtering can display the parent campaign along with its associated child campaigns. Administrators can then determine which campaigns should be represented in the metric.

For example, imagine a workplace campaign in which the parent campaign represents the overall company and child campaigns represent:

Rather than opening each child campaign individually and pulling the same metrics one campaign at a time, an administrator can create a dashboard from the parent campaign and build reporting views that incorporate the relevant child campaigns.

This makes it much easier to create an overall company reporting view while still analyzing performance across individual sites, subsidiaries, departments, or other campaign structures.

Campaign filters also allow administrators to determine which child campaigns should be included in a particular metric.

This is especially useful when some child campaigns should not contribute to a particular top-line number.

For example, a parent fundraising campaign might contain a Special Events child campaign. If that activity should not be included when calculating the campaign's primary Total Raised metric, the Special Events campaign can be excluded from that metric's campaign filter.

This gives administrators more control over campaign roll-up reporting and helps prevent nested campaign activity from being unintentionally counted in a top-line total where it does not belong.

The result is a dashboard that can function both as a consolidated parent-level reporting view and as a more precise analysis of the individual campaigns underneath it.

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

Metric comparisons can add helpful context for leadership. For example, a filtered fundraising metric could be displayed alongside an overall total or expressed as a percentage of broader fundraising activity.

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, total donors, average gift size, recurring giving, large gifts, designation preferences, and recent transactions.

Gift amount threshold filters can make this particularly useful for major-gift monitoring. For example, a development team could build a metric and Transactions table focused specifically on gifts of $5,000 or more.

Contact tags and transaction tags can provide additional ways to segment important donor or gift activity.

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, school, subsidiary, or other employee group.

A coordinator could see:

For workplace programs organized using parent and child campaigns, a parent-level dashboard can also serve as a master reporting view across multiple company sites or subsidiaries.

For example, an administrator could use one dashboard to monitor the entire workplace campaign while configuring individual metrics to include or exclude particular child campaigns.

This allows administrators and local coordinators to monitor the information relevant to their own group without requiring separate manual reporting for every campaign or 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.

Dashboards can help administrators maintain focused reporting views for important constituencies such as board members, VIPs, major donors, leadership donors, or other tagged groups.

For major-gift reporting, administrators can use donor amount thresholds to focus metrics or transaction activity on gifts at or above a particular amount.

For example, a development dashboard could surface donors with gifts of $5,000 or more alongside a filtered Transactions table showing the associated gift activity.

Contact and transaction tags provide additional ways to refine these views based on how your organization categorizes donors and transactions.

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.

Use metric descriptions when definitions matter.

If a metric could be interpreted in more than one way, add a description so dashboard viewers understand what they are seeing. This is especially useful for participation metrics, filtered metrics, and dashboards shared outside the primary administrative team.

Use comparisons to provide context.

A number by itself does not always tell the full story. Where helpful, add a comparison or percentage to show how a filtered result relates to the broader total.

Use consistent date ranges when comparing information.

When metrics and charts are intended to be viewed together, make sure they represent the appropriate reporting period. Flexible date ranges make it possible to align dashboard components around periods such as Year to Date, Last Quarter, or a custom campaign timeframe.

Build parent-level dashboards when campaigns share a hierarchy.

If several child campaigns roll into one broader initiative, consider building your primary dashboard at the parent level rather than reviewing each campaign separately. Use campaign filters to determine which child campaigns should contribute to individual metrics.

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.

Yes. Dashboard metrics can include Total Employees and Total Donors, as well as participation rates based on donor count or participants relative to total employees.

Yes. Administrators can add a description to a metric's settings. Dashboard viewers can access that description through the metric's info icon.

Yes. Use Add Comparison to display an additional value alongside a metric. Depending on the configuration, the comparison can be displayed as a percentage or an absolute number.

Yes. The % of Total Raised metric can be used to provide additional context around how a particular filtered segment contributes to overall fundraising.

For example, you could use it to understand the percentage of total dollars associated with a particular department, designation, company site, or child campaign.

Yes. A dashboard created at the parent campaign level can incorporate reporting from associated child campaigns. When configuring a metric, you can use campaign filters to determine which parent and child campaigns should be represented.

This makes it possible to create a master reporting dashboard without opening and reporting on each child campaign individually.

Yes. Campaign filters allow you to exclude specific child campaigns from a metric.

For example, if a Special Events child campaign should not contribute to the primary Total Raised figure displayed for the parent campaign, it can be excluded from that metric's campaign filter.

Yes. Amount threshold filters can be used to focus reporting on particular gift sizes, such as donors with gifts of $5,000 or more.

This can be particularly useful for major-gift and leadership-giving dashboards.

Yes. Transaction tags can be used to filter transaction reporting in addition to existing contact-tag filtering.

Yes. Metrics and charts support flexible date ranges including Today, Yesterday, Last 7 Days, Last Month, Last 30 Days, Current Quarter to Date, Last Quarter, Last Year, Year to Date, and Custom.

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.