There are five different categories of Widgets that you can add to your Dashboard:
- Smart Widgets (Beta)
Smart Widgets use Keela's built-in intelligence tools. We go over this in more depth here: Smart Widgets!
The Contacts category contains Widgets that allow you to view and understand information relating to your Contact data.
Recently Added Contacts
This Widget will show you the full name, email address and other Contact details of your 10 (or more) most recently added Contacts. It will also allow you to perform a quick action to send a direct email straight to a new contact's email address.
This Widget will show you those Contacts with a Membership set to expire within the next 30 days.
Recent Volunteer Activities
This Widget will show you the most recent 10 (or more) volunteer activities that have been logged in your Keela account.
Upcoming Contact To-Dos
Keela allows you to set To-Dos within your Contacts' profiles that act as task lists or reminders about actions you may need to perform. This Widget will only display those to-dos that have a due date within the next 30 days.
The Fundraising category contains those Widgets that allow you to view and understand information relating to your Donation or Revenue data.
This Widget will show you the most recent 10 (or more) donations and revenue payments that have been received by your organization.
Upcoming Recurring Transactions
This Widget will show you any regular donations or revenue payments that are scheduled within the next 30 days.
The Projects category contains the Widget that allows you to view and track tasks that you are working on for your organization.
Upcoming Project Tasks
This Widget will show any tasks that have been assigned to you with a due date that falls within the next 30 days.
The Forms category contains the Widget that allows you to view and understand the most recent responses received on your Keela Forms.
Recent Form Responses
This Widget will show the 10 (or more) most recent responses submitted by Contacts to your Keela Forms.
Now you understand all of the moving parts that make up the Dashboard, learn how to add and remove Widgets from your Dashboard.