Getting Started: Dashboard Overview
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. Data on the dashboard is updated once a day (once in the morning).
To find the most up to date information, go to the "Donation" section. View this article to learn more.
The statistics on the top of the dashboard provides the following:
- Total Donations in the past year
- Match Identified Amount in the past year (Match Identified equals Match Eligible donors = Donors in the Waiting for Donor and Match Submitted Status)
- Percentage of (1 or more) emails opened in the past year
There is a graph that includes donations that have been identified as match eligible. It will show you the monetary value per month.
This portion will show you the percentage of donors that are engaged with the automated emails and our matching gift tools on your page. The goal is to have a high percentage of donors in the high engagement section. We will provide recommendations on the bottom of this section if you have low and/or no engagement.
There is reporting that shows the Top Companies that your donors have searched for within the automated emails. This reporting also includes the following:
- Name of the company with a matching gift program
- Total number of donations and the donation records that searched for that company name
- Max Amount Matched
- Match Ratio
Recent Activities Feed
The activities feed shows your recent activities that occurred within your 360MatchPro account portal. 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.
Dashboard Update Frequency
Your dashboard is updated once per day. You'll see a 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 Activities Feed on the dashboard is also updated in real-time.
Training Video: Dashboard
Key Dashboard Metrics
Upper Dashboard The top of the Dashboard within your 360MatchPro account gives you a great overview of the following: Total Number of Donations within the past year Match Identified Amount in past year (Total donation amount where donors have ...
Getting Started: Stats Overview
Statistics Within the Statistics tab, you can find more detailed reporting about your 360MatchPro account. You'll be able to gain insights on the donor activity with 360MatchPro's automated emails and analyze the ROI of 360MatchPro from a monthly, ...
Top Companies in Past Year
Within your 360MatchPro account and Dashboard, you'll be able to view the Top Companies with a matching gift program that donors have searched for when using our plugin on your organization's dedicated matching gift page and/or additional locations ...
Is there reporting that shows plugin usage?
This feature is currently only available for nonprofits using the 360MatchPro Legacy Plan. We provide reporting that shows how often our plugin was used on your website by donors. Once you have set up our tools on your website, you can access the ...
Getting Started: Settings Overview
Settings Within the Settings tab, you can configure your 360MatchPro account settings to meet your organization's needs. You will be able to access the following settings: API Keys Data Import Import History Plugin Settings Email Settings Exclusion ...