Overview Dashboard
An intuitive dashboard presenting key profile metrics, organized for easy access by leadership teams.
Before you begin
- While, typically, all users have access to the Overview dashboard, you must also have the Edit Group permission in order to see the Groups section of the dashboard and the View Giving Summary on Dashboard permission in order to see the Contributions section. See Responsibilities for more information.
In the top-left corner, click your site name then Realm. Then click . On the Overview tab, the Overview dashboard displays totals of individuals, age ranges, families, groups, and contributions. Under each category, you can click an item to view the details. You can customize your age range categories.
Dashboard numbers reflect only active accounts. For this reason, they might differ from totals displayed in other parts of Realm.
Overview Dashboard Field Descriptions
Some fields you'll encounter using the Overview dashboard.
- People Who've Logged In
- These are people who have set up a login password and have used your Realm site.
- People Without Login
- These are people you've added a record for, but who have never set up a login or signed in to the site.
- Unanswered Invitations
- These are people you've sent an email invitation to, but they haven't yet signed up. This list does not include businesses, so it might not match the list on the Pending Invitations page.
- New People (in the last 30 days)
- This includes people whose records you've added as well as people who added themselves.
- Users With Responsibilities
- These are Realm users who have been added under Users & Permissions. Click Admins to view users who have been given the Administrator responsibility. Click Non-Admins to see users who have permission to view certain areas of Realm but are not administrators.
- Possible Duplicates
- This reflects people profiles which contain enough similar information that they could be accidental, duplicate entries. Click the link to begin resolving the conflicts. For more, see Duplicate Profiles.
- Unrecognized Addresses
- These are profile addresses that have been flagged as possibly inaccurate or incorrectly formatted. See Resolve Unrecognized Addresses.
- Total
- This list of families and members is sorted alphabetically, based on the last name of the first primary family member. Additional family members are listed beneath that primary. The family positions you use are defined on the Family Positions tab of General Settings.
- Primaries
- This list of family leaders is sorted alphabetically, with the first primaries of families listed first and any other primaries grouped directly beneath them. A first primary is determined based on the positions you defined on the Family Positions tab of General Settings.
- First-time Givers (last 7 days)
- These are people who have given for the first time during the last week, including the current date. For example, if the current date is 7/9/2021, the first-time givers will be anyone who gave for the first time between 7/2/2021 and 7/9/2021. This applies to both members giving online as well as gifts entered manually.
- Total Scheduled Gifts
- This is a total number of gifts that are currently scheduled or on hold. This report updates daily at 4PM ET, but it may take a few hours to complete.
- On Hold Gifts
- This lists all scheduled gifts that are currently placed on hold. Contributors may place gifts on hold themselves. However, if a payment method contains insufficient funds or has expired, we place the recurrence on hold automatically.
- Current Pledges
- This is a total number of unfulfilled pledges for campaigns that are currently active.