Tour the Dashboard

Depending on your permissions, you will see this dashboard when you first log in or when you select a charity.

You can reach this dashboard at any time by click Executive Dashboard in the left menu.

In this article, we'll give a brief overview of what is container in the Executive Dashboard.

• Anticipated Income
• Decedents Totals and Statuses
• Bequests Totals and Statuses
• Comments
• Transactions
• Summary Charts

Anticipated Income

At the top of the dashboard, you will see four sections showing the anticipated income for your charity in the next four years.

To see more information about that year, click on the dollar amount.

The Projections page will open with a list of all the bequests you are project to receive in that year.

You can sort the bequests by clicking the column titles at the top.

You can also use the search bar in the top left to find a specific bequest.

Decedents Totals and Statuses

Here you can see the total number of decedents entered for your charity and then the breakdowns of how many decedents have a specific status.

You can click on the total number or any of the status numbers to see more details.

Click on a number will open the Decedents page. If you chose one of the status numbers, you will only see dedecents with that status.

To learn more about finding a decedent, see the article Find and View Decedents.

Bequests Totals and Statuses

Here you can see the total number of bequests entered for your charity and then breakdowns of how many bequests have a specific status.

You can click on the total number or any of the status numbers to see more details.

There is also a section below that shows a breakdown of high-value bequests. You can click on any of those numbers.

Click on a number will open the Bequests page. If you chose one of the status numbers, you will only see bequests with that status or bequests related to the value you selected.

To learn more about finding a bequest, see the article Find and View Bequests.

Comments

You can quickly see how many active or overdue comments there are your charity. Click View Details to open the Comments page.

To learn more about finding comments, see the article Find and View Comments.

Transactions

This area contains a quick summary of your current bequests amounts. These sections will update on their own.

Summary Charts

The bottom section of the dashboard contains graphs and charts to give you an overview of your decedents and bequests.