What needs attention?
Review open requests by status, due date, owner and program.
- Fundraising Campaign Manager
- Reports and analytics
Reports for the questions your team asks
Read case demand, decisions, confirmed money and operation exceptions from the underlying records.
Overview×
Fundraising Campaign Manager · Overview
Fundraising Campaign Manager dashboard
This quarter
Matching gift claims in view
6Total eligible gift usd
3,520Submitted
6Submitted at in 14 days
6Funding cases by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 26 | ||
| Submitted | 5 | 19% | |
| Review | 2 | 40% | |
| Awarded | 1 | 50% |
Requested amount USD by status
Sample totals per stage
Questions to answer
What was awarded?
Compare requested and awarded amounts by program and organization.
What money is confirmed?
Read receipt events separately from pledges, allocations and disbursements.
What remains unresolved?
Inspect pending, failed and review-needed operation receipts before closure.
From Funding activity
More reports
Funding cases by status List
Compare requested and awarded amounts by case status and organization.
Upcoming case deadlines List
List due dates and owners for open funding cases.
Awards by program Grouped
Group awarded amounts by organization and program.
Confirmed receipts by restriction List
Total provider-confirmed receipt amounts by case and restriction.
Fund activity by case Grouped
Follow pledges, receipts, allocations, disbursements and refunds under each case.
Matching gift decisions List
Compare eligible gift amounts by claim status and decision date.
Review outcomes List
Show approve, reject and return decisions with reviewer and reason.
Operation exceptions List
List pending, failed and review-needed receipts by action and case.
Set up Fundraising Campaign Manager your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.