We built this dashboard based on partner feedback from churches like yours and it has been instrumental in shaping these updates. This redesigned interface isn’t just an upgrade in aesthetics; it introduces key features that streamline the giving process and enhance reporting functionalities, making data-driven decisions easier than ever.

A Dashboard Designed for Simplicity and Efficiency

The redesigned dashboard interface offers an intuitive experience, perfect for church CFOs and financial managers who need instant access to essential data. From a quick glance, you can immediately see the contribution value, breakdown by campus, and recurring giving trends—all displayed with clean visuals that enhance the decision-making process. This simplification of the home page ensures that you're always in tune with the financial pulse of your organization.

Granular Data Control with Advanced Filtering

Overflow’s advanced table UI makes granular data control effortless. The new filtering capabilities allow you to drill down into your data, isolating specific giving trends, payment methods, or donation types. Want to know how your Austin campus is performing in terms of ACH giving? Just apply the filter, and you’ll have instant insights. This capability makes it easier than ever to segment donations based on unique factors like campuses, donor types, or giving periods.

Comprehensive Reporting Made Simple

The redesigned reporting home page takes reporting to a new level of ease and efficiency. With a seamless interface, you can quickly switch between pre-configured and custom reports, providing immediate access to the most vital financial insights. Whether you’re reviewing overall donations or drilling down into specific trends, the new dashboard simplifies the process of extracting and analyzing the data that matters most to your organization.

Pre-Configured Reports for Immediate Insights

To help you stay on top of key aspects of your organization’s giving, we’ve introduced four pre-configured reports:

• Donor Development: Track the giving journey of your donors to engage them more effectively.

• Recurring Giving Growth: Analyze recurring donations to predict future revenue trends and donor commitment.

• Cash Flow Management: Visualize how funds flow across campaigns, optimizing your financial planning.

• Total Giving: Get a snapshot of overall donations over any selected period to assess your organization’s financial health.

These reports are designed to give you an instant overview of critical metrics, helping you make informed decisions without needing to build reports from scratch.

Custom Reports for Tailored Insights

For more specific needs, the custom reports feature allows you to create and save reports based on unique filters. Whether you want to track ACH donations by campus or focus on a particular campaign’s performance, you can now save these filtered views for future use. This ensures quick, reusable access to the data you need most, saving time and providing consistent insights every time you revisit the report.

Continuing Innovation and Support

At Overflow, we’re committed to continuous improvement. Along with the current upgrades, we’re also working on additional features that will further enhance your experience. New gift entry updates, extended integration capabilities, and even more advanced reporting functions are in the works.

We deeply value the feedback we’ve received from our partners, which has been instrumental in shaping the development of the new Overflow Dashboard. As we continue to roll out new features, we will provide more training content and resources to ensure that you and your team can maximize the benefits of these innovations.

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