Fundraising Support

The WinRed Dashboard is an information management tool that visually tracks and displays key performance stats of an organization’s donation and recurring subscription growth. You can filter between past week, month to date, previous month, previous quarter, year to date, and all time.

<a href="https://portal.winred.com/dashboard" rel="nofollow noopener noreferrer" target="_blank">To access the dashboard, click the Dashboard tab in your account at the top of your screen.</a>

<a href="#h_67a16583e2">Total Gross Donation Volume</a>

<a href="#h_42a983e132">New Recurring Revenue</a>

<a href="#h_7f5ce994bf">Recurring Revenue Growth</a>

<a href="#h_85fb90b33b">Dispute History</a> <a href="#h_7b04717042">Top Conduit Candidates</a>

The Total Gross Donation Volume graph highlights new charges (recurring and non-recurring), the average donation amount, and the number of donations.

The Raised, Average, and Donations totals reflect refunds and chargebacks that have been processed.

The New Recurring Revenue graph displays the value of new donations that have been made recurring. Subsequent recurring charges are not factored into the graph. This shows the value of subscriptions created to date.

Included in this graph, other than displaying the monetary value of new recurring donations, are the following:

If a donation is monthly recurring schedule, the graph shows a proportional donation amount increase (1 charge in a month).

If a new donation is on a weekly recurring schedule, the graph shows a 4x donation amount increase (4 charges in a month).

If an existing subscription recurs, creating a charge, this does not impact the graph.

If an existing subscription is canceled, this does not impact the current recurring revenue graph. 

- If a donation is monthly recurring schedule, the graph shows a proportional donation amount increase (1 charge in a month).
- If a new donation is on a weekly recurring schedule, the graph shows a 4x donation amount increase (4 charges in a month).
- If an existing subscription recurs, creating a charge, this does not impact the graph.
- If an existing subscription is canceled, this does not impact the current recurring revenue graph. 

The Recurring Revenue Growth graph highlights the total value of subscriptions created and canceled in the given date range.

The Dispute History in your <a href="https://portal.winred.com/dashboard" rel="nofollow noopener noreferrer" target="_blank">WinRed Dashboard</a> shows your organization's Dispute Status for the 12 previous months. <a href="https://support.winred.com/en/articles/6492995-dispute-history-report%22">To learn more about this report, click here.</a>

The Top Conduit Committees graph highlights the total gross amount raised from other committees. These are the committees that are conduiting to you through pages and upsells.

Note: This is only for Federal committees.

Questions? If you have questions or are unsure about any of these steps, please contact our support team by clicking the red chat box at the bottom right corner of your screen.