Fund Records Overview

The Overview tab on the fund record gives you a clear, high‑level snapshot of how a fund is performing without having to dig into detailed reports. It brings together key metrics, trends, and fund details in one place so you can quickly answer questions like:

  • How much has this fund raised so far?

  • Are we on track to meet the fund’s goal?

  • When are gifts and donors coming in?

  • What does giving to this fund look like over time?

All tiles on the Overview tab are interactive and designed to help you monitor fund performance at a glance.

Filters

At the top of the page, filters let you control what data you’re viewing across the Overview tab.

  • Use the Gift date filter to focus your analysis on a specific time period, such as this fiscal year (default), last fiscal year, this calendar year, or last calendar year. Each year option covers the entire year, from the first day to the last. To set your own dates, select Specific range. The start date defaults to the fund's start date, and the end date defaults to today. If the fund has no start date, select the date that begins the period you want to view.

  • Use the Revenue type filter to choose whether to include only received revenue from cash-in-hand giving or to also include committed revenue from pledges and matching gifts. By default, results show Received revenue.

As you change filters, all tiles except Progress to Goal update instantly so you can compare performance across time periods or revenue types without leaving the page.

Tip: Filters are cumulative. For example, selecting both a revenue type and a date range shows only gifts of that type and within the selected time period.

Tip: If gifts seem to be missing, check the Gift date filter. With Specific range, only gifts dated between the start and end dates are included.

Overview Tiles

Gifts

This tile shows how donors are giving to the fund and what a typical gift looks like. It helps you quickly understand whether the fund is driven by many smaller gifts, fewer larger gifts, or a mix of both.

If there’s no giving activity in the selected period, values display as 0 with the appropriate currency symbol.

Basic Information

This tile shows the essential details that define the fund, such as its description, dates, category, and whether the fund is active, inactive, or restricted.

If you have permission, you can:

  • Select Edit to update fund details

  • Select Delete to remove the fund

Keeping this information visible helps ensure you always have the right context while reviewing performance.

Revenue by Month

This tile shows when revenue is coming in by displaying the actual revenue collected each month based on the selected filters.

Use it to:

  • Identify peak giving months

  • Spot seasonal trends

  • Understand momentum for the fund

If there’s no revenue in the selected period, a message appears.

Progress to Goal

This tile shows how close the fund is to reaching its fundraising goal.

You’ll see the total revenue received for the fund, progress toward the goal, and the goal amount when one is set. If no gifts exist yet, values display as 0.

Note: This tile always reflects received revenue from all gift dates. It doesn’t change when you use the Gift date or Revenue type filters.

If you have permission to view gifts, select Revenue to open the Gifts tab and browse the underlying gift records.

Tip: To change the goal amount, edit the fund from the Basic information tile.

Cumulative Revenue

This tile shows how revenue builds over time by displaying a running total of revenue month over month.

Use it to:

  • Visualize growth across the life of the fund

  • Track momentum

  • See progress toward the goal in context

If there’s no revenue in the selected period, a message appears. When a goal is set, the goal line appears on the chart.

Summary

Use the fund’s Summary note to capture important context — such as the fund’s purpose, restrictions, strategy, or known considerations. You can add or edit the summary at any time, making it a shared place to document what’s happening and why.

Donors by Month

This tile shows how donor engagement changes over time by displaying the number of unique donors contributing each month.

Use it to:

  • Monitor donor participation

  • Identify periods of high or low engagement

  • Understand whether revenue changes are driven by donor volume or gift size

If no donors exist in the selected period, a message appears.

Tips for Getting the Most Value

  • Compare performance by switching date ranges or revenue types

  • Check progress frequently to ensure the fund stays aligned with its goal

  • Watch donor trends to understand giving behavior over time

  • Use the Summary note so metrics don’t lose their context

  • Keep fund details current so reporting and analysis remain accurate