TABLE OF CONTENTS

How to Create a Donation Tracker Dashboard for Nonprofits

Learn how to build a real-time donation tracker dashboard in Formaloo. Includes form setup, charts, tables, filters, and automation steps, no coding needed.

TABLE OF CONTENTS

Build a live donation dashboard your nonprofit can trust

In this guide, you’ll create a standalone Donation Tracker Dashboard that automatically updates as donations come in. Perfect for nonprofit teams who want to monitor totals, donor trends, campaign performance, and payment insights in one place, all powered by a single donation form.

📘 Learn more: Create your first form, app, or portal in a flash

Why this helps

  • Track donation totals, donor counts, and campaign funding progress in real time.
  • Visualize patterns instantly using charts (bar, pie, line, totals).
  • Filter contributions by campaign, date, or amount without exporting data.
  • Give your fundraising team a single source of truth without spreadsheets.
  • Built entirely with default Formaloo features, no coding or integrations needed.

📘 Learn more: What is Formaloo?

Step 1 – Create your donation form

You can start from scratch or use a template from our Template Gallery (for example, “Donation Form”). You can also use Magic Create, try this prompt:

“Donation form with donor info, amount, campaign category, and payment details.”

Add fields such as:

  • Donor full name
  • Email
  • Donation amount (number field)
  • Campaign (single-choice: General Fund / Education / Relief / Other)
  • Payment method (Stripe/other)
  • Date of donation (auto timestamp)
  • Notes (optional)

💡 Tip: Use a multi-step page structure to keep the form simple (e.g., Donor → Donation Details → Payment).

📘 Learn more: Form editor and field types

Step 2 – Turn the form into a dashboard app

Every form in Formaloo can instantly become an app where you can add pages, tables, and visual dashboards.

Rename the app to Donation Tracker Dashboard.

📘 Learn more: Customize your form/app layout and design

Step 3 – Build your core dashboard charts

Inside your new app, click + New Page → Add Chart.

Add these essential donation charts:

1. Total donations received
2. Donations by campaign
3. Donor count

💡 Tip: Add all charts on one page for a complete “Fundraising Overview” screen.

📘 Learn more: How to showcase charts based on form responses

Step 4 – Add filtered tables for deeper insights

Create a new page → Add Table and customize it:

Recommended tables:
  • All Donations – full dataset
  • High-Value Donations – filter donation amount ≥ your threshold
  • Campaign Pages (one per campaign) – filtered by Campaign = General Fund, etc.

📘 Learn more: How to customize tables in your app

Step 5 – Add automation for real-time updates

Use On Submit logic to notify your fundraising team or donors instantly.

Examples:

  • Send donor a custom thank-you email.
  • Notify fundraising manager when donation amount > $500.
  • Tag donations automatically by type.

Steps:

  1. Go to Advanced Logic
  2. Open the On Submit tab
  3. Add a logic rule (e.g., “If amount > 500 → Send email to team”)

📘 Learn more: What is “On Submit” logic and how it works

Step 6 – Customize the dashboard layout

Polish the presentation for clarity:

  • Add a cover title to each page
  • Add section headers (e.g., “Campaign Performance”)
  • Highlight totals at the top of the page

📘 Learn more: Change and customize chart colors

Step 7 – Share your dashboard

Since this is a standalone internal dashboard, you’ll likely share it with internal staff only.

Options:

  • Share the app URL with your fundraising team
  • Publish on a custom subdomain for a branded experience

📘 Learn more: Publish and share your app

Pro tips

💡 Pro Tip : Add a live-embed page to include your campaign landing page or public stats.
📘 Learn more: How to add a live embed page

Real-world example

A children’s charity created a standalone Donation Tracker Dashboard to monitor contributions across three campaigns. After adding charts and filtered tables, the team reduced manual reporting time by over 70% and could see funding gaps at a glance, enabling faster decisions during their year-end drive.

📈 See more examples: Formaloo use cases

FAQ

1. Can I track donations from multiple campaigns in one dashboard?

Yes, use a single form with a “Campaign” dropdown and create filtered tables or doughnut charts for each campaign.
❓ Learn more: Customize tables and pages

2. Can I include donations collected offline?

Absolutely, add them manually via the Responses Table or create an internal form for staff to log offline gifts.
🔒 Learn more: Create or edit forms

3. Can I restrict dashboard access to staff only?

Yes, publish the dashboard privately and share only with specific people.
🛠️ Learn more: Share and publish your app

4. Can I export donation data for accounting?

Yes, export the table to CSV anytime.
💾 Learn more: Work with tables in apps

5. Can I connect Stripe or other payment methods?

Yes, add a payment field in your donation form; the dashboard will update automatically.
💳 Learn more: Order forms with online payment

Your donation insights, always up to date

You’ve now built a complete Donation Tracker Dashboard that updates in real time, visualizes donor activity, and keeps your fundraising team aligned — all within Formaloo. Continue expanding it with campaign pages, embedded reports, advanced logic, and automation to centralize everything in one place.

🎉 Learn more: Explore more nonprofit workflows in Formaloo

Last updated November 2025

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How to Create a Donation Tracker Dashboard for Nonprofits