In our What is the Dashboard article we talked about how a Widget is a fancy name for sections that you can add to your Dashboard to display different types of information relevant to your Keela account. In this article, we'll talk through the different Widgets that are available and what information they can tell you.
There are four different categories of Widgets that you can add to your Dashboard:
- Smart Widgets (Beta)
The Smart Widgets category contains some new widgets that we are testing out in Keela!
We've dedicated a whole category to run through these items. Check it out here!
The Contacts category contains those 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 whose Memberships are due 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 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.