Software with intelligent dashboard for managing non-profits and method of uses thereof

Software for managing a non-profit comprising:

• a top display layer with an intelligent dashboard configured for providing a first visual interactive display for an executive director of the non-profit, wherein the top display layer is configured for allowing a quick view of specific data points from management application tools, where the management application tools;
• and
• a bottom program layer of the management application tools, where the bottom program layer is configured to drive the executive director through the intelligent dashboard to connect the management application tools within the non-profit to drive greater efficiency and effectiveness of the non-profit;
• wherein the intelligent dashboard including:
• an accounting gauge configured to highlight key financial items that aim to keep the non-profit on track from an accounting perspective, the accounting gauge includes accounting key performance indicators via integration with accounting software and via financial intermediary integration, where the accounting key performance indicators include:
• current and last month balance;
• real time profit/loss;
• year to date;
• budget vs. actual data;
• and
• and latest transaction where a user can hover for the last five latest transactions;
• a development gauge configured to pull information from across multiple modules to highlight organizational level metrics, the development gauge including development key performance indicators from data within other modules including:
• last or most recent gifts;
• month to date donations;
• lapsed donor list;
• first time donors;
• and
• a prompt if donation is greater than a set donation amount;
• a donor pipeline module configured to provide a structured approach to working with a donor in a step-by-step manner to cultivate a strong relationship with the donor and to intentionally align interest of the donor with an organizational project, the donor pipeline module includes a donor key performance indicator gauge and a donor overview, where the donor key performance indicator gauge including:
• new contact where the user can hover for the last five new contacts;
• any red items;
• total money proposed;
• total money received;
• most recent closed where the user can hover for the last five most recent closed;
• the donor pipeline module including at least four unique categories including individual, church, foundation, and organization, where each of the at least four unique categories is configured to have a unique set of steps and action items that a steward should complete while navigating the timeline of the pipeline,
• the donor pipeline module including a list of donors where the user can click on each donor in the list to see a donor pipeline summary section where the user can click edit or continue to add detail including a contact tab, a proposal tab, a negotiation tab, a closure tab, and/or a steward tab;
• the donor pipeline module including a new donor pipeline section configured to add new donors to the donor pipeline module;
• the donor pipeline module including five vertical columns of phases, where each phase includes a plurality of steps to complete each phase, where the phases and steps are customizable, and a pipeline may be clicked and dragged from one phase to the next;
• the donor pipeline module including a filtering dropdown list of stewards, where the donor pipeline module will filter out every pipeline item that the selected steward is not the steward of, where pipeline widgets of active pipelines, proposed money, received money, and goal are updated;
• and
• the donor pipeline module including a win and loss bucket section, where the user may drag a pipeline card into either a win bucket or a loss bucket configured to trigger a set of actions, wherein:
• if won, a window appears asking for the amount received which will then filter into the pipeline widget for the received money;
• a project module configured for ideas, projects, events, grants, programs categorizes and project worksheets, where the project module has a project key performance indicators gauge and a project overview, the project module including rolling icons;
• the project module is configured to provide a structured approach to delivering various types of projects in a step-by-step manner;
• the project module is configured to emphasize proven steps and to send reminders to a project manager at key points in time;
• the project module includes at least four unique types of projects including an ideas tab, a projects tab, an events tab, and a programs tab, where each type of project has a unique set of steps and action items configured to be completed by the project manager while navigating the timeline of the pipeline;
• the project module includes an overview page configured to summarize all of the ongoing projects with the ability to filter by category;
• the project module includes a project workflow that consists of project details, steps to be taken, and ongoing status updates, where the ongoing status updates are configured to be submitted from a mobile device, where when submitted the ongoing status updates are configured to be sent to the executive director, whereby the executive director can then forward the ongoing status updates to others;
• the project key performance indicators of the project module include:
• most recent created configured to show the last five most recent created when hovered over;
• any item in projects that have turned red;
• most recent closed configured to show the last five most recent closed when hovered over;
• latest field report configured to show the last five latest field report when hovered over;
• number of individuals impacted year to date;
• and
• budget spend year to date;
• the project module includes a project summary page configured to provide a single place where all of the project details will be shown and be updated including the overall summary, and a projects updates page with each project update;
• a user management component configured for users and donors, where the user management component is configured to add and manage users, to add donors, and to sync with customer relationship management software;
• the user management component is configured to focus on two area, donor management and user management;
• the user management component is configured to be a place where an authorized user can add or edit donors;
• the user management component is configured to allow the authorized user to setup and sync with the customer relationship management software;
• the user management component includes a list of donors page with links to view and edit each donor in an add/edit donor page with a submit new donor confirmation window;
• the user management component is configured to enable administrators to add users and edit their permissions;
• and
• the user management component includes a list of users page with links to view and edit each user in an add/edit user page with a submit new user confirmation window;
• an email widget component that integrates with email applications;
• the email widget component is configured to give the executive director a view into the email applications without the need of going into the email applications;
• the email widget component is configured to keep the executive director focused on broader aspects of the non-profit organization and not working only out of an inbox of the email applications;
• the email widget includes email key performance indicators including a number of unread email count and the five most recent emails with from and subject;
• a feedback component configured to provide the ability to provide feedback to a product team;
• the feedback component is configured to have a basic ability that will enable users to provide feedback to the team, where ideas can be marked with a smiley face or a frowning face configured to capture sentiment;
• the feedback component is configured to include a brief message and a screenshot;
• a board engagement module or a human resources administration and management module;
• a reports module configured to provide a streamlined process to transfer information and updates to stakeholders from the respective supported projects and programs;
• the reports module is configured to allow a user to create a report which has customizable fields to be filled out by the field personnel;
• the reports module is configured to provide reports on recurring or predetermined frequencies;
• the reports module is configured for field personnel to have access to the donor pipeline module under a special user type that will allow them to view, edit and submit their completed reports;
• the reports module is configured to provide a notification to the user with the applicable permissions for review after the report has been submitted by the field personnel;
• the reports module is configured to send out a report to all of the stakeholders that have been assigned to that report once the applicable user has reviewed and finalized the report;
• the reports module is configured to add a report in two ways:
• manual addition via a new reports page, and association with a donation target where a user can select a donation target as stakeholder for a report, whereby the user is making all givers in that donation target stakeholders for the report;
• whereby, the reports module is configured wherein, when a report is created, stakeholders are defined, and when a report is completed, the report is reviewed and the report is sent to stakeholders;
• wherein, the intelligent dashboard is configured to leverage data insights from the accounting gauge, the development gauge, the donor pipeline module, the project module, the user management component, the email widget, and/or the feedback component for more use of the executive directors time as well as more efficiency to the organization;
• wherein the intelligent dashboard is configured as an initial entry point for the executive director where it contains roll-up key performance indicators from the management application tools, a place to drag and drop files the executive director references on a regular basis, whereby the intelligent dashboard is configured to allow the executive director to manage users, add donors, and see relevant notifications;
• wherein the software is configured to enable the executive director of the non-profit to understand critical moving pieces of the non-profit, where the intelligent dashboard integrates the important management application tools with custom workflows configured to guide the executive director into leveraging industry leading and proven best practices for managing the non-profit;
• wherein the intelligent dashboard is configured to reduce requirements for the executive director to remember or manually navigate a plethora of systems required to run the non-profit on a daily basis, where the intelligent dashboard is configured to surface key data points, metrics, steps, and action items from the important management application tools with the custom workflows into the top display layer that is configured to automatically highlight or notify the executive director when something requires attention;
• wherein the intelligent dashboard is configured to grow to include enriched training content with the custom workflows that guide the executive director on the specific area requiring attention, whereby the executive director is empowered to effectively deploy a vision and ultimately inspire and change lives in an increasingly simplified, organized and intentional way.

A method for managing a non-profit comprising:

• providing software including:
• a top display layer with an intelligent dashboard configured for providing a first visual interactive display for an executive director of the non-profit, wherein the top display layer is configured for allowing a quick view of specific data points from management application tools, where the management application tools including;
• and
• a bottom program layer of the management application tools, where the bottom program layer is configured to drive the executive director through the intelligent dashboard to connect the management application tools within the non-profit to drive greater efficiency and effectiveness of the non-profit;
• and
• the executive director utilizing the software to manage the non-profit.