Dashboard
Sponsorship overview for
Committed
Collected
Outstanding
Overdue
By Sponsorship Tier
Payment Status
Overdue Tasks
Due 7 Days
Benefits Due 30d
Benefits Overdue
Organization Pipeline
Recent Activity
·
No recent activity
Upcoming Tasks
No upcoming tasks
Organizations
| Organization | Type | Status | Contacts | Total Sponsored | |
|---|---|---|---|---|---|
No organizations yet. Add your first one!
Contacts
| Name | Organization | Title | Phone | ||
|---|---|---|---|---|---|
| Primary |
No contacts yet.
Communication History
No communications logged yet.
Sponsorships
| Organization | Tier | Event | Year | Amount | Status | Invoice # |
|---|---|---|---|---|---|---|
No sponsorships found.
Events
No events yet.
Tasks
| Task | Type | Linked To | Assigned | Due | Status | ||
|---|---|---|---|---|---|---|---|
No tasks found.
Pipeline
Sponsorship funnel for
Weighted Forecast
Stage Summary
| Stage | Count | Total Expected |
|---|---|---|
Top Prospects (50%+ probability)
| Organization | Tier | Stage | Probability | Expected | Close Date |
|---|---|---|---|---|---|
Renewal Forecast
Year-over-year comparison
Committed
Committed
YTD Collected
Delta vs Prior
Prior Year Sponsors — Renewal Status
| Organization | Prior Year | Current Year | Stage | Owner | Renewal Status |
|---|---|---|---|---|---|
No prior-year sponsors to compare.
Data Hygiene
Detect and merge duplicate records
Organization Duplicates
No duplicate organizations detected.
Contact Duplicates
No duplicate contacts detected.
User Management
| Name | Username | Role | ||
|---|---|---|---|---|
No users found.
Settings
Sponsorship Tiers
Benefit Templates
No benefits defined yet.