Contributions Dashboard
The Contributions Dashboard in Zoho ERP provides a consolidated view of donation activity across your organization. It helps non-profit and charitable organizations monitor donation inflows, track donor engagement, and understand how contributions are distributed across funds and donation types.
By presenting key donation metrics through summaries and visual sections, the dashboard enables finance and fundraising teams to quickly assess donation performance and make informed decisions. Each section reflects the consolidated data from donation transactions recorded in Zoho ERP.
Scenario:
Riya, a manager at a non-profit organization, wants to review how donations are performing for the current quarter. She needs to understand how much has been collected, how many new donors have contributed, and which funds are receiving the most support. Using the Donations Dashboard, Riya can view a complete snapshot of donation activity and identify areas that need attention.
Total Donations
The Total Donations section displays the total value of all donations received during the selected period. This metric helps organizations understand the overall contribution inflow and evaluate fundraising performance at a glance.
Average Donation Amount
The Average Donation Amount section shows the average value of donations received during the selected period. This helps organizations understand donor giving patterns and assess whether donations are typically small, moderate, or large.
New Donors
The New Donors section displays the number of donors who made their first contribution during the selected period. This metric helps organizations track the number of new donors of the selected period.
Total Donors
The Total Donors section shows the total number of unique donors who have contributed to the organization. This provides a clear view of the size of the donor base and helps track donor growth over time.
Fund Flow Analysis
The Fund Flow Analysis section provides a breakdown of how donations are received and allocated across different categories over time. It helps organizations understand how contributions move across various donation types and funds.
This section includes insights into donation categories such as:
- Revenue
- Corpus
- In-Kind
- Grants
Donations by Payment Modes
The Donations by Payment Modes section shows how donors contribute using different payment methods. It displays donations received through various modes such as cash, in-kind contributions, and online payments. This helps organizations understand donor payment preferences and optimize payment options.
Top Donations by Funds
The Top Donations by Funds section lists the funds that have received the highest donation amounts during the selected period. This helps organizations identify which initiatives or causes has had the most contributions.
Top Donors
The Top Donors section displays donors who have contributed the highest donation amounts to the organization. This helps fundraising teams identify key contributors and plan targeted donor engagement strategies.
Recent Donations
The Recent Donations section displays the most recently recorded donations along with key details such as donor name, donation date, and amount. This provides visibility into the recent contributions.