Allow User to View/Edit Dashboard

Number of donors in stewardship vs (# of recurring donors that donated within the past 365 days)

Requirements

SCENARIO: Dev Officer Should Be Able To View The Top 5 Leads/Donors GIVEN the dev officer logs into the system WHEN they view their dashboard THEN they should see a list of Leads

GIVEN a dev officer is viewing the dashboard WHEN they see the list of leads THEN the list should be prioritized based on the date/time of associated task, most recent first

SCENARIO: Dev Officer Should See Their Calendar Of Events From The Dashboard GIVEN a registered user has logged into the system WHEN they log in THEN they should be able to see a 'View Calendar' option

GIVEN the registered user is logged in WHEN they click on View Calendar THEN they should be able to see events in a calendar view

GIVEN the registered user sees the calendar view WHEN they click on an event THEN they should be able to change the event data AND update the event

NOTE This should be daily, maybe weekly for dashboard

Scenario: Dev Officer Needs To Be Able To See Total Raised On The Dashboard GIVEN a registered user has logged into the system WHEN they log in THEN they should see a metric for Total Raised

Note for MVP we need to display on the dashboard the individual Total Raised this will reset annually Jan 1 - Dec 31. Donor Increase Number and Percentage Change from previous year Donor Differential

GIVEN a registered user has logged into the system WHEN they log in THEN they should see a metric for Donor Differential

how many NEW donors have you moved from cultivation to stewardship. this should look back over the last 365 days and calculate. this will change on a daily basis because of the sliding window. this should be compared to the past year using the same date range.

we need to display this at a dev officer level and also have the ability to roll this number out at the organization level

Tasks

Create a dashboard with the following views:

[ ] Top 5 Leads - Prioritized based on the date/time of associated task, most recent first

Sample Lead Data

First Name	Last Name	Organization	Stage
John	Smith	Proctor and Gamble	Cultivation
Sally	Field	Mcdonalds	Stewardship
Frank	Thomas	MLB	Cultivation
Butch	Cassidy	Parker Brothers	Cultivation
Bob	Hope	Deloitte	Cultivation

[ ] Top 5 Tasks - this is correlated with Top 5 Leads

Sample Task Data

Task Type	Touch Type	Contact Name	Due Date	Status
Meeting	Coffee w/ CEO	John Smith	10/27/19	In Progress
Networking	Home Gathering	Sally Field	10/28/19	Complete
Donation Request	Donation	Frank Thomas	10/29/19	In Progress
Meeting	Group Tour	Butch Cassidy	10/30/19	In Progress
Networking	Gayla Event	Bob Hope	10/31/19	In Progress

[ ] Calendar Preview - Displayed on dashboard with event data or tasks. This can be Daily, Weekly or monthly views.

Sample Calendar Preview Images. These are just suggestions but open to other suggestions.

[ ] Total Donations Raised - Total Donations Raised for the current calendar year between Jan 1 - Dec 31.
[ ] Donor Differential - Total NEW donors that transitioned from "Cultivation" to "Stewardship" starting from the current date/time to the last 365 days. This value is divided by the previous 365 days to calculate the percentage value.
Figma Wireframe: https://www.figma.com/file/yAre7ANwMapev6LV8QquTm/DonorAi?node-id=80%3A0

profundli / donorai-mobile-ui