The team dashboard

Reach it from Team Dashboard at the top of the left rail, or at karani.co/user/payment-group.

karani.co/user/payment-group

Headline numbers, then the roster.

The headline numbers

Figure	Means
Raised this fiscal year	The team’s total, with how many people it covers
Against annual target	That total as a share of the summed goals
Last 30 days	Recent giving, with the donor count for the year
Behind pace	How many people are behind an even pace, and how many are on or ahead
Lapsed donors	Lapsed donors across the whole team

People without a goal are excluded from percentages

The banner under the headline numbers tells you how many people have no annual goal set. Those people appear on the roster but are left out of every percentage on the page — Karani won’t invent a denominator.

If that number is high, your “against annual target” figure describes only part of the team. Getting everyone to set a goal is the single thing that makes this page trustworthy.

The roster

One row per person.

Column	Means
Name	Click through to their detail page
Progress to Annual Target	A bar, with the percentage and the goal. The vertical marker is where an even pace would put them today
Raised	This fiscal year
Pace	Money ahead (green, +) or behind (red, −) an even pace
Last 30 Days	Recent giving
Donors	Distinct donors this year
Lapsed	Lapsed donors
Last Gift	When money last arrived

Reading the pace column

Pace is the most useful column and the least obvious.

Karani works out how far through the fiscal year you are, applies that to the person’s goal, and compares it to what they’ve actually raised. Someone six months into the year with a $48,000 goal should be at $24,000; at $18,000 they are −$6,000.

It’s a smoothing device, not a verdict. Someone whose giving arrives in two large chunks will read badly for most of the year and be fine. Read pace alongside Last Gift and Last 30 Days before drawing conclusions.

Sort by furthest behind

The Sort by control includes Furthest behind target. That’s the order to work in — it puts the people who most need a conversation at the top.

Sorting and segmenting

Sort by reorders the roster — by name, raised, percentage of goal, recent giving, or lapsed count.

Segment narrows the whole page — including the headline numbers — to part of the team. Anyone you supervise is already available as a filter, and you can save your own. See Segments.

The rest of the page

Below the roster:

• Segments — create and manage them
• Service Level Agreements — upload and store team agreements
• The team panel — billing summary, the full user list with roles and supervisors, and Invite a User

Who sees this page

Leaders see the whole team. Supervisors see the same page scoped to their assigned members — including the headline numbers, which are recomputed for their people only.

Members don’t see the team dashboard. They see their own team view instead.