The Dashboard is accessible only Administrators and is your central hub to create Flights and manage at the Organization level.

In the left menu you will see:

1.   Main Menu

• Flights - A list of all active and inactive Flights.  Active Flights appear on the Dashboard.
• Contacts - A list of all Contacts from all Flights.
• Financials - A financial overview of all Flights.
• Settings - Your Organization's profile and contact information, Software License, and Payment Processor connection.
• Administrators - Add or delete users with full access to your CausePilot software account.

2.  Flights

List of all ACTIVE flights.

3.  New Flight 

Create a new Flight

3-A.  Give our flight a name.  This will be used in emails to describe your campaign or event.

3-B.  Choose a time zone.  This will be the default time zone for visitors that have not yet logged in.  If they are logged in, the time zone they will see will be based on their location.

3-C.  Enter a web address designation for the Flight.  This will be the URL you will use to link to your flight.  Short is best and consider that you may host this event every year.  For example you might choose something like "auction2021" so that the next time you host it will be auction 2022.

3-D.  Click Create to submit and create your new Flight.

4.  Financials

An overview of the financials for active flights.

5.  YTD.  Your current year-to-date fundraising via CausePilot.

6.  Contacts tracks the total number of Contacts you currently have stored in your account.

7.  Companies tracks the total number of Companies you currently have stored in your account.

8.  Help Center.  Click the question mark icon (?) to access the Help Center.  Here you can search for answers to frequently asked questions, find instructions, and create a support ticket when needed.