Development Dashboard
Demo copy of the application structure with invented records.
Fundraising Overview
Current constituent, giving, acknowledgement, and stewardship workload.
Stewardship Watch
Relationship follow-ups due soon.
Alex RiveraFollow up · Aug 18
Harbor Family FundThank-you call · Aug 21
Acknowledgment Queue
Successful gifts still waiting for a thank-you.
$250 · Morgan LeeOnline gift
$1,000 · Example FoundationGeneral support
Grant Pipeline
Applications, awards, deadlines, reporting, and open grant work.
RELATIONSHIPS
Constituents & Relationships
Searchable constituent records combine identity, contact information, giving, interactions, relationships, consent, stewardship, and timeline context.
Selected record
Alex Rivera
Primary email · mailing address · giving history · interactions · relationships · notes · consent · stewardship
Relationship timeline
Aug 10 · Email sent
Jul 22 · Gift received
Jun 14 · Event interaction
AUDIENCE BUILDING
Constituent Lists
Build reusable audiences from giving, relationship, geography, contactability, and record attributes, then export only the fields needed for a task.
Recent donors
128 matching records
Mail-ready
1,011 valid mailing rows
Follow-up due
23 relationship records
GIVING
Gifts
Fast gift entry can find an existing constituent, create a new one when needed, classify the gift, attribute it to a campaign or restricted purpose, and feed acknowledgements.
Fast gift entry
Constituent
Alex Rivera · existing record
Amount
$250.00
Source
Online donation
Acknowledgment
Pending
Recent gifts
$250 · Alex RiveraOnline · today
$2,500 · Harbor Family FundGrant payment · yesterday
STEWARDSHIP
Acknowledgments
A queue turns eligible gifts into editable letters, print packets, and a visible printed/mailed history instead of a one-time export.
GRANTS
Grant Opportunities
Prospects can be qualified, tracked against deadlines, connected to funders, and promoted into applications without re-entering the same context.
GRANTS
Institutional Funders
A funder record holds relationship context, acknowledgement preferences, contact details, opportunities, applications, awards, and history.
Harbor Family Fund
Foundation · California
Primary contact: Jordan Morgan
Last award: $25,000
Funding history
2026 · General support · Awarded
2025 · Equipment · Awarded
GRANTS
Applications & Awards
Applications carry deadlines, tasks, requested amounts, status, award information, restrictions, and reporting obligations through the full lifecycle.
DATA VERIFICATION
Historical Grant Review
Imported legacy grant records can be reviewed, flagged, corrected, and marked verified without mixing uncertain historical data into current work.
GRANTS
Grant Reports
Reporting obligations remain attached to awards so upcoming, overdue, submitted, and accepted reports stay visible.
WORK & ANALYSIS
Finances
Bank activity, Amazon and Vetcove purchases, vendors, accounts, receipts, notes, GL coding, split allocations, and reconciliation live inside the operational system.
WORK & ANALYSIS
Tasks
Operational and grant-related work can be assigned, dated, linked to records, and surfaced on the dashboard.
SYSTEM
Data Health
Potential duplicates, missing fields, identity overlaps, uncertain imports, and cleanup work are handled explicitly instead of silently corrupting the dataset.
SYSTEM
Admin
Roles, access, imports, system settings, operational documentation, and maintenance controls are separated from everyday development work.
Access & security
Users · roles · MFA · account status
System maintenance
Imports · backups · reference data · documentation