The Dashboard
Open Donor Merchant → Dashboard and pick a period - 7, 30 or 90 days, 12 months, or all time. Most numbers are compared with the period before:
- Raised - completed gifts in the period
- Donations - how many gifts came in
- New donors - people whose first gift landed in the period
- Fees covered by donors - what fee recovery brought in
- Recurring gifts - your most important growth metric
- Average gift - watch it move as you tune your ask amounts
Below the numbers: a chart of money raised over time (hover any bar for the date, amount and number of gifts), top campaigns, top donors, how donors gave (payment method, one-time or recurring), and recent donations. A needs attention list flags offline gifts awaiting payment, bank payments still processing, failed payments and refunds. New sites also get a short setup checklist you can dismiss.
Lists and filters
The Donations screen filters by status, searches across donor names, emails, and transaction IDs, and sorts by amount or date. Fee-covered gifts show the fee portion separately, refunds are tracked automatically via webhooks, and recurring renewals are attributed to their subscription.
Exports
For pivot tables, year-over-year analysis, or your accountant's questions, export donations or donors to CSV with one click. Every donation is included, however many you have, with amounts, fees, currencies, frequencies, statuses, campaigns, funds, tributes, custom fields, employer matches and dates.