# Dashboard

The Dashboard is your admin home page in HelpYouSponsor. It brings together account readiness, priority actions, fundraising movement, program pressure, trip information, wealth insights, and recent activity so you can decide what needs attention next.

<figure><img src="/files/fvf2fOHUyU7H8MQiGWET" alt=""><figcaption><p>Dashboard with the new dashboard view selected.</p></figcaption></figure>

### Dashboard Views

The dashboard has two views:

* **New:** Shows the action-first dashboard with readiness, fundraising, program, trip, wealth, and activity sections.
* **Classic:** Shows the previous dashboard layout with statistic cards, donation and commitment charts, recent transactions, latest statistics, program sponsorships, and sponsorships by program.

Use the **Dashboard view** control near the top of the page to switch between New and Classic. If your current view is not the workspace default, you can choose to use it as the default.

### Header Actions

The top of the dashboard includes:

* **Open donations:** Opens the donations page.
* **Open donors:** Opens the donors page.
* **Dashboard view:** Switches between the New and Classic dashboard.

### Action Center

The **Action Center** lists the most important items that need attention. Each action includes a severity, a short reason, a metric when available, and a button that takes you to the related page.

Examples of Action Center items include:

* Verifying your admin account.
* Connecting a payment provider.
* Resolving billing issues.
* Finishing setup checklist items.
* Reconnecting email and calendar sync.
* Reviewing unmatched donor interactions.
* Responding to inbound donor emails.
* Following up on failed or refunded donations.
* Reviewing a focus trip.
* Opening wealth insight opportunities.

Use **View all actions** when there are more items than the dashboard shows by default. You can dismiss an action for the current session, and restore dismissed actions when needed.

### Organization Readiness

The **Organization readiness** section shows setup and account health signals for your organization.

It can include:

* Signed-in admin.
* Activation status.
* Billing status.
* Payment gateway status.
* QuickBooks connection status.
* Setup checklist progress.

When something needs attention, the dashboard may also show a matching Action Center item with a button to open the related setup page.

### Executive Snapshot

The **Executive snapshot** gives you a quick set of key metrics. Depending on your permissions and account data, it can include:

* Active programs.
* Active commitments.
* Net donations.
* Unsponsored recipients.
* Failed or refunded donations.

Some metrics are clickable and open the related page, such as Donations or Recipients.

### Fundraising Movement

The **Fundraising movement** section helps you review giving and commitment trends.

You can switch between:

* **Donations** and **Commitments**.
* **3-year YoY** comparison.
* **Rolling periods**, including 30D, YTD, and 12M.

This section helps you compare current fundraising activity against recent and prior-year performance.

### Recent Activity

The **Recent activity** section shows recent transactions and, when you have permission, activity log events.

Use this section to review recent donations, sponsorship payments, failed payments, refunds, and other recent account activity. Transaction rows can open the related donor record when a donor is available.

### Program Pressure

The **Program pressure** section highlights programs with unsponsored recipients or active sponsorship load. Use **View all** to open the Recipients page and review program details.

### Focus Trip

When trips are enabled and active trips exist, the dashboard can show a **Focus trip** card. This card highlights a trip that may need attention based on fundraising progress or overdue tasks. Use **View trip** to open the trip details page.

### Wealth Insights

When Wealth Insights is enabled for your account, the dashboard can show a **Wealth insights** card with:

* Coverage.
* Ready insights.
* Stale insights.
* High-capacity opportunities.

Use **View all** to open the Insights page.

### Setup Checklist

If your setup checklist is incomplete and you have permission to manage setup, the dashboard can show a **Setup checklist** card. The card shows the next setup items, quick actions for those items, and a link to view the full checklist.

### Classic Dashboard

The Classic dashboard remains available for users who prefer the previous layout. It includes:

* Statistical cards.
* Donation and commitment charts.
* Recent transactions.
* Latest statistics.
* Program sponsorship summaries.
* Sponsorships by program.

If the New dashboard cannot load, HelpYouSponsor may show the Classic dashboard instead.

> **NOTE:** Dashboard sections are permission-aware. Your dashboard may not show every section listed here.

By using the dashboard regularly, you can review your organization readiness, follow up on priority actions, and quickly open the areas that need attention.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.helpyousponsor.com/guides/getting-started/dashboard.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.