We know that it can be overwhelming to keep track of everything you need to do. Sometimes, you just need to know where to start, and that's where our Dashboard comes in! When you log in to Keela, it is often one of the first things that you see.
The Dashboard provides an overview of your campaigns, donation targets, tasks, and other responsibilities. You can quickly review recent activities and items for action, as well as customize what to show on your Dashboard to best fit your needs.
What's on the Dashboard
Use the arrows icon in the top-right corner of your Campaigns widget to see a list all e-blasts, both sent and drafted.
Flip your Donations widget over to view basic donation statistics, as well as a list of the most recent donations made to your organization.
You can also import and export your donation data from here.
Flip your Tasks widget over to see a list of upcoming and past-due tasks. Furthermore, you may view this data based on whom the task is assigned to, and when it is due.
Flip your Follow-ups widget over to see a list of upcoming and past-due follow-ups. Much like the Tasks widget, you may also view this data based on whom the follow-up is assigned to and its due date.
Customizing Your Dashboard
By default, Campaigns, Donations, Tasks, and Follow-ups are all included on the Dashboard. You can choose to show any or all of these widgets:
To customize your Dashboard, follow these simple steps:
1. Click on "Dashboard" in the top of the left sidebar on your screen.
2. Click on the "Settings" gear seen at the top right of the Dashboard.
3. To show or hide a widget, click the checkbox to the left of the item.
Adjusting the Fiscal Year in Keela
On your Dashboard, flip the Donation Widget:
Click the Gear icon and then set the fiscal year-end date for your organization: