1. Knowledge Base | Double the Donation
  2. Getting Started
  3. Double the Donation Matching: Account Overview

Getting Started: Dashboard Overview

This article provides an overview of the Dashboard in your Double the Donation account and explains the reports and statistics featured on the Dashboard.

 

Double the Donation Matching Standard

Dashboard Sections

Bird's-Eye View Stats

Donor Engagement

Donor Event Feed

Company Leaderboard

Match Eligible Donations Leaderboard

Training Video: Dashboard

Double the Donation Matching Essentials

Dashboard Sections

Bird's-Eye View Stats

Most Popular Matching Gift Programs

Most Generous Matching Gift Programs

Resources

Upcoming Events

Dashboard Update Frequency

 

The Dashboard provides a great overview of your Double the Donation account based on the donation records flowing into your portal and provides general reporting on the donation records.

Looking for more detail?  Data on the Dashboard is updated once a day (once in the morning) and reflects the past year of your account. To find the most up-to-date information, reflecting up-to-the-moment changes, go to the "Donations" tab.  View this article to learn more.
 
Note: The Dashboard will begin populating after an account has been active for a while. Brand new accounts will see a different, simpler page on the Dashboard tab until Double the Donation Matching has enough data to begin calculating these helpful metrics.

Double the Donation Matching Standard 

Dashboard Sections

Each section of your Dashboard provides helpful statistics that your team can use to keep track of your account performance. Read on for an in-depth description of each section, including the indicators of a healthy account and opportunities to boost each stat.

Bird's-Eye View Stats

The first section on your Dashboard provides high-level statistics to give you a quick overview of your account. The 3 stats represented are:

  1. Match Identified Dollars: The dollar amount identified as potentially match eligible based on donor interaction with Double the Donation Matching tools (i.e., donors in the Waiting for Donor, Match Initiated, Pending Payment, and Match Complete statuses).

  2. Donor Engagement: The percentage of donors who are highly engaged in your matching gift strategy (i.e., donors who have used the Double the Donation search tools, accessed matching gift forms or guidelines, or opened multiple emails)

  3. Total Donor Events: The total number of matching gift-related actions taken by your donors (e.g., submitting a matching gift request, searching their employer's matching gift company)

 

 
If there are not enough donations in your account, the Dashboard cannot calculate the Bird's-Eye View Stats. Placeholders will appear instead.

Donor Engagement

The Donor Engagement widget will show you the percentage of donors that are engaged with your matching gift strategy -- specifically, the automated emails and the matching gift tools on your website.
 
 

The most successful Double the Donation accounts have more than 50% of their donors in the High Engagement category.

 
To increase the percentage of donors in the High Engagement category, consider revisiting your automated outreach strategy. Read about our automated outreach recommendations here.
 
If there is not enough donor engagement in your account, the Dashboard cannot calculate Donor Engagement. A placeholder will appear instead.

Donor Event Feed

The Donor Event Feed feed shows recent matching gift-related actions your donors have taken. You'll be able to see the donation record associated with the donor name, the activity that happened which includes a change in the donor's status, and the date/time the activity occurred. 

 

 

The most successful Double the Donation Matching accounts have had more than 100 donor events in the past month.

 

To increase the number of donor events, make sure you have enough donations flowing into your account. The best way to keep donations flowing uninterrupted is by using Double the Donation Matching's built-in integrations, which you can learn about here.

 

If there are not enough donor events in your account, the Dashboard cannot calculate the Donor Event Feed. A placeholder will appear instead.

Company Leaderboard

The Company Leaderboard keeps track of the matching gift companies that are most highly represented by your donor base.

 

 

These companies could contribute even more significantly to your mission with a little stewardship!

 

To increase the number of donation records associated with companies in your account, ensure your donors have access to the Double the Donation search tools on your dedicated matching gift pagein your donation process using integrations, and in your automated emails.

 

If there are not enough donation records associated with companies in your account, the Dashboard cannot calculate the Company Leaderboard. A placeholder will appear instead.

Match Eligible Donations Leaderboard

The Match Eligible Donations Leaderboard keeps track of the highest-value donations in your account that are eligible for a matching gift.

 

 

These donors have the opportunity to make a significant impact on your mission! Focus here first to make sure these highly valuable gifts are matched.

 

To continue finding the donations with the highest return on matching gifts, make sure you're passing in as many donations as possible through built-in integrations and data import.

 

If there are not enough match-eligible donation records in your account, the Dashboard cannot calculate the Match Eligible Donations Leaderboard. A placeholder will appear instead.

Training Video: Dashboard

 
 

Double the Donation Matching Essentials

Dashboard Sections

The Matching Essentials Dashboard is designed to provide a high-level, centralized view of key metrics and insights related to matching gifts. This dashboard consolidates data across all participating organizations using Double the Donation, making it an excellent tool for benchmarking and identifying trends.
 

Interested in dashboard reporting that's specific to your account? Contact support@doublethedonation.com to learn about upgrading to a different Double the Donation feature tier to enjoy an expanded feature set.

Bird's-Eye View Stats

At the top of your dashboard, you’ll find a summary of high-level statistics offering a quick snapshot of matching gift activity. These figures represent aggregate data from all Double the Donation clients and are updated once daily.

 

Most Popular Matching Gift Programs

This section highlights the companies that are most frequently searched by donors in relation to matching gifts. It reflects:

  • Employer search volume
  • Donor interest in specific corporate matching gift programs
  • Potential opportunities to align your outreach with donor behavior

By reviewing this list, you can better tailor your communications and proactively provide matching gift information for the companies your donors are most interested in.

 

Most Generous Matching Gift Programs

Here, you’ll find companies offering the most generous corporate matching gift programs, ranked by criteria such as:

  • Matching gift ratios (e.g., 1:1, 2:1)
  • Maximum match amounts provided per employee per year

This section helps your organization understand where the biggest matching gift opportunities lie and which companies are leading the way in workplace philanthropy.

 

Resources

The dashboard includes a shortcut to the Resources tab, where you can explore a variety of tools designed to support your matching gift efforts. These assets are ready for you to integrate into your fundraising strategy and maximize the visibility and impact of matching gifts.
 

Upcoming Events

This section links to the Events page on the Double the Donation website. Staying connected through these events allows you to deepen your understanding of corporate philanthropy trends, sharpen your program strategy, and grow your network.
 
 Dashboard Update Frequency
 

Your dashboard is updated once per day and represents the past year of data. You'll see the last updated time on your dashboard. Individual transaction data such as new donations, matching gift statuses, emails sent, etc. are still updated for all clients in real-time (or for select integrations every ~15-60 minutes). You can view these items in the "Donations" section within your account. To find the most up-to-date information, go to the "Donations" section. View this article to learn more. The Donor Event Feed on the dashboard is also updated in real time.