The Dashboard is the first thing you see when you log in to StockCrowd: from here you create campaigns, check the donations of your whole organisation and analyse your regular givers, donors and leads. It has five areas: Home, My campaigns, Donations, Regular givers and donors and Signatures and Leads. This article tells you what you will find in each one and where to find the full guide for each area.

Home is the front page of the Dashboard: it summarises your organisation's recent activity, and it is where you create a new campaign. It has three blocks.

At the top of Home you will find your recent donors (Your donors in the last 30 days) and the analytics for the donations received in a period, compared with the previous period. By default you see the last 30 days against the 30 days before, and you can change it to today, the last seven days, the last year or since the beginning.

In the Choose how you would like to raise funds block you choose the type of campaign you want to create, with a note on the recommended use of each type. The campaign types you can create depend on your subscription plan. To find out which type suits you, see what types of campaign you can create with StockCrowd.

The Your campaigns block shows one card per campaign. From each card you can:

Each card shows the campaign status with a coloured dot: green if it is 🟢 Active, grey if it is ⚪ Pending and blue if it has 🔵 Ended. On the cards you can only check the status; to change it, go to My campaigns.

You can sort your campaigns by recent donations, by recent edits or by creation date (newest or oldest first). You can also filter them by title or ID, type or status, and by tags if you use them.

📖 Full guides: Dashboard → Home (article in Spanish). To organise your campaigns with tags, see organise your campaigns with tags (article in Spanish).

My campaigns is the area where you manage your campaigns one by one. Here you can:

📖 Full guides: Dashboard → My campaigns (article in Spanish). To activate a campaign, see activate a campaign; for the QR code, generate a QR code for your campaign URL; for clusters, create a campaign cluster.

Donations brings together the donations of all your organisation's campaigns, in every status, so you can find and manage them from one place. It has three tabs.

Each donation has a ⚙️ button with options that depend on its status. On a failed payment you can only check the payment details and see the payment attempts. On a paid donation you can also see the details, resend the donation email, change the nickname on the donation or cancel the transaction.

If you need a more detailed report for a campaign, generate it from the campaign itself, in Management → Transactions.

📖 Full guide: Dashboard → Donations (article in Spanish). What each status means: transaction statuses (article in Spanish).

Regular givers and donors (shown in the menu as Regular givers) works like a mini CRM: it gives you an overview of your donors across all your campaigns so you can analyse and export them. It is an analysis area, not a management one: to change a regular giver's subscription you need to go to the campaign, in Management → Regular givers. It has four tabs:

Every tab has filters and can be exported as a CSV file. The export only includes the records that match the filters applied; with no filters, it exports the full list. At the bottom of Regular givers and of Donors you will find the totals by currency.

📖 Full guide: regular givers, donors and signatures (article in Spanish).

Signatures and Leads brings together all the signatures and leads registered in your organisation's campaigns: those from petition campaigns and those from Leads Landing campaigns. It used to be inside Regular givers and donors and is now an area of its own in the Dashboard. For each record you see its identifier, registration date, first name and surname, phone number, email address, the campaigns they have signed up to and their Total signatures. You can filter by email, first name and surname, campaign and registration date, and export the list with the Export button. It is a read-only area: you cannot edit the records.

📖 Full guide: regular givers, donors and signatures (article in Spanish).

You change the status of a campaign in My campaigns. On the Home cards you can only check it, with a coloured dot: green if it is Active, grey if it is Pending and blue if it has Ended.

The donations of all your campaigns, in every status, are in the Donations area of the Dashboard. You can search, filter and export them as a CSV file.

A regular giver is a donor with a recurring payment commitment (regular fees). A donor is someone who has made one-off donations but has never had a recurring charge.

Regular givers and donors is an analysis area, so you cannot change a regular giver's subscription there. You change it from the campaign, in Management → Regular givers.

The signatures and leads from your campaigns are in the Signatures and Leads area of the Dashboard.