Getting Started: Dashboard Overview

This article provides an overview of the Dashboard in your 360MatchPro account and explains the reports and statistics featured on the Dashboard.

Bird's-Eye View Stats
Donor Engagement
Donor Event Feed
Company Leaderboard
Match Eligible Donations Leaderboard

Dashboard Update Frequency

Training Video: Dashboard

The Dashboard provides a great overview of your 360MatchPro 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 360MatchPro has enough data to begin calculating these helpful metrics.

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:

Match Identified Dollars: The dollar amount identified as potentially match eligible based on donor interaction with 360MatchPro tools (i.e., donors in the Waiting for Donor, Match Initiated, Pending Payment, and Match Complete statuses).
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)
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 360MatchPro 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 360MatchPro 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 360MatchPro'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 page, in 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.

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.