Update Home Page Tiles

Useful updates for the Home page tiles

Adding benchmarks to the Year over Year Fundraising tile

  • Update "Raised YTD" to reflect the settings, we have Fiscal year selected but it shows year to date which makes people think calendar year

  • Show the total donors for the previous year alongside the current year

  • clarification needed for the percentage compared to last year - is that showing gains or losses?

Fundraiser Performance

  • Add in team view - show the fundraisers credits for all solicitors on file

  • Question: The tile notes gift for the year but includes appeals from 3 years ago - needs to be updated to reflect appeals in the current year only

Appeal Tracker

  • Update to toggle like the year over year fundraising tile, this way you can switch between committed and received without having to go into the settings

  • Include date as of - reference tool


  • Gianna Gordon
  • Mar 11 2026
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