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3.6. The Dashboard Page

The Dashboard Page

The Dashboard page is the main menu of your database, which shows important statistics, your notes and tasks, etc., without having to go into your database and search. This page can be personalized by each user, by allowing them to choose what items that they would like to appear on this page.

How to get to The Dashboard Page

You can go back to The Dashboard Page anytime by simply clicking the Home Icon or the name "Campaign Manager."

How to personalize The Dashboard Page 

1. On The Dashboard Page click on the Manage Widgets button.

2. A new pop-up box will appear. Here is where a user will choose which items they want to appear on The Dashoboard Page.

3. Some of the Widgets that the user can select are listed below:

• Outstanding Pledges: Will advise a user how many outstanding pledges exist in the database.
• Cash On Hand: Will list the Cash On Hand running total. You can also check out the Cash On Hand in the Register.
• General Statistics: Gives a quick glance at amount raised this cycle, a breakdown of money raised by election period, and statistics from the current election cycle in your database.
• Election Countdown: Displays a countdown by days to the next election in your database.
• Online Import Queue: If an integration is present, it will display how many transactions are in the import queue and are ready to be imported.
• Thank You's Needed: Dispalys how many contributors need to be thanked. You can see them through the thank you manager in the tools tab too.

4. Each option to its right has a grey slider icon. Click on the slider to change it to blue to enable the widget.

5. Next when done, click "Close" to exit from the Widgets pop-up window

Can I rearrange the boxes on The Dashboard Page?

Certain widgets will have an icon that looks like three parallel lines at the top right of the widget. Click the three parallel lines, and there is an option to move the widget up or down depending on where you want to place it on your dashboard. The option will appear as "Move Row Up" or "Move Row Down" to move the widget to where you want it to be on your dashboard.

Can I suggest new ideas for The Dashboard Page? 

Of course! We love hearing ideas from our clients. If you have an idea for something that you think would be helpful to have appear on The Dashboard Page, email your suggestions to support@aristotle.com. We will then pass on your idea to our programmers for future development.