Home provides a dashboard with quick access to your recent work with constituents and reports, highlights how well your organization is doing in its fundraising and donor retention efforts, and empowers you to take action via donor calls and tasks.
Data automatically updates nightly. At the top right of the page, Last Updated tells you when the data last updated. To update immediately, click Update. During the update, the status changes to Updating. After the update completes, the Last Updated date and time changes. The time zone is based on the time zone of your browser.
You can view and interact with these tiles:
Amount Raised
The Amount Raised tile displays the dollar amount of raised transactions this week, this month, and this fiscal year. The tile also displays how many raised transactions have been made, along with the average amount raised for each period. Click any of the total dollar amounts to see a detailed report of the raised transactions for that time frame.
Donor Retention
The Donor Retention tile displays an up-to-date look at the percentage of donors you are retaining via the Donor Retention Wheel.
Retained donors gave at least once 24 to 12 months ago, and then gave again in the past 12 months. Donations, pledges, pledge payments, and recurring donation payments figure into the donation count. The retention wheel gives you the percentage of how many donors were retained out of all the donors who gave 12 to 24 months ago. The 12-month and 24-month time periods are recalculated every day, so your retention wheel gives you an accurate picture of how many repeat donors you have.
Administrators may customize the Donor Retention filters by clicking the right arrow and then the edit icon. Whenever a custom version of the Donor Retention Wheel is in use, it displays first by default when you access Home.
If a custom version of the Donor Retention Wheel is displaying, click the left arrow to see the default wheel.
See Understanding the Donor Retention Wheel for a full explanation of how the Donor Retention Wheel works and how it can be customized.
Donor Calls
The Donor Calls tile displays the top 5 first-time donors you should prioritize calling to increase engagement. For each first-time donor, the tile shows the donor name, gift amount, and gift date. It also shows if another user is following up on the gift.
Click Reports to view a report of your first time donors.
Click a row to see more information about the donor and their gift.
Click Convert to Task to assign the call to a user.
Click Create Interaction to add an interaction for the call.
Click Delete to remove the call.
See First-Time Donor Calls Basics for more details about how to increase engagement with this tool.
Month Over Month Revenue
See how revenue changes over time with the Month Over Month Revenue chart.
This line chart begins with the month that your fiscal year begins. Each point on the chart represents total revenue transactions for one month. Revenue transactions are single donations, pledge payments, and recurring payments. Soft credits on transactions are excluded.
The chart includes monthly data for three years: the current fiscal year and the two years before that. To compare monthly data for each year, hover over a point on the chart. Data for the current month becomes available after the end of the month.
Bloomerang CRM automatically updates the chart once a day. If you click Update, the chart updates to include any new transactions entered for previous months.
Note: Monthly data includes transactions for the entire month, even if your fiscal year starts mid-month.
Campaigns
The Campaigns tile displays all of the campaigns that are marked as active and have a goal. The progress bar shows the percentage of the goal that has been funded, the date range of the campaign, and the total goal amount. Hovering over a campaign progress bar shows the dollar amount raised. Clicking View transactions beneath a campaign progress bar opens a report for the raised amount of the campaign. The report's filters are based on the campaign's settings.
Campaigns are displayed in the order they are arranged in the Campaigns List. Administrator users may click View all to access that list. Standard users do not have access to the Campaigns List, so the View all button is not visible for those users.
Tasks
View, edit, and complete existing tasks—as well as create new tasks—all from the Tasks tile and without ever leaving the Home page.
Click Reports to view the Active Tasks List.
Click Add Task to create a new task.
Toggle between All and My to see all tasks or tasks assigned only to you.
Click an individual task row to take action with just that task.
See Tasks for more information.
Recent Constituents
The Recent Constituents tile displays the last five constituents you have accessed while currently logged in. Return to any of the constituent accounts you see in the list by clicking on the constituent name.
Administrator users and Standard users with Constituents editor access can click Add new Constituent on this tile to quickly create a new constituent account. If a Standard user does not have constituents editor access, the Add new Constituent button does not display.
Recent Reports
The Recent Reports tile displays the last five reports you have accessed while currently logged in. Return to any of the reports in the list by clicking on the name.
Click Go to Reports on this tile to go to the Reports List.
Sustainability Scorecard
The Sustainability Scorecard looks at a combination of your data in Bloomerang CRM and a self-assessment to gauge how sustainable your organization is. Click View Now to fill out or access the self-assessment.
Don't see the Sustainability Scorecard in Bloomerang CRM? Contact us to upgrade.