The Gifts tab puts your high-level metrics and your individual transactions on display, all in one easy-to-navigate dashboard.
This section provides an overview of all your organization's New Donations, Other Revenue and New Contacts for a certain, adjustable time period. You can see a snapshot of these metrics for:
- This Week
- This Month
- This Year
- All Time
Right below the General Updates section, you will find the Transaction Overview. Here you can see all of your organization's incoming transactions.
Use the Search Bar to locate transactions from a particular contact.
Want to take this data off KIT? Just click the Export button, choose your Export Fields, name your file and hit Save!
Custom Export Template
Plan to Export this data regularly? Save it as a Custom Export Template!
User Filters to sort your transactions for particular criteria.
Adjust your Columns to change what information you see at a glance.
Add, remove or change the order of the Columns to personalize your Gifts dashboard.
If you want a more detailed look at a particular transaction, simply click on the transaction. More details will appear on a sidebar!
You can also click your CRM's Icon, so you can view all of your details at the original source.
Click the E-mail Icon to contact the donor right from KIT!
Now that you have mastered Gifts, it is time for Pledges!