We have made many updates to Toolbox in the last few months. Here is a video describing some of those new features!
We also have made an FAQ page for some common questions we are getting about these new features.
One of the websites many of you will use daily to track your MTD progress is called Toolbox. The main uses of Toolbox for a ministry worker are:
- Home Section - able to view announcements/news from Reliant Central
- MTD Reporting- see your current progress and donor information
- MTD Activity - a place to keep track of MTD activity and create MTD goals
- Financials - Where you can find your monthly account statements
- Reimbursements - This is where you can check the progress of your reimbursements from submission to payout
- Support Goals - a place to see your current support goal and create a new one.
If you have questions about Toolbox, communicate with your Reliant Liaison. They can connect you to the right person to answer any question.
| Home Section | How to Use | Visual |
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| Dashboard | This is a place to see all the news and announcements that Reliant has made, most recently. |
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| Announcements | Here is a list of announcements made in the past in case you might have missed something or have further questions |
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| News | This is a great list to help see deadlines for New Staff Training or particular employment information. |
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| MTD Reporting | How to Use | Visual |
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| Dashboard | This is where more employees most often visit Toolbox. See the table below for more details about each section! |
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| Received Gifts | This section is where you can see all the gifts that have come into the account you are responsible for. Using the filters found on this page, you can view which donors have given by debit card, credit card, or check (or if you want to see all received gifts, select all). You can also filter by gift type (recurring or one-time) Lastly, you can set parameters if you'd like to see the gifts received within a certain time frame. |
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| Promised Gifts | This section allows you to see all the promised gifts that have been set up. There are a few different ways you can filter these gifts: Promise status:
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| Donors | In this section, ministry workers are able to view their donors as well as their donor information and history of giving. The donors can be filtered by active, suspended, and ended. As a reminder: Donor status:
Donor History
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| New Promise Gift Form | This form allows you to notify gift services when someone has verbally committed to giving a certain amount through a certain time frame but isn't able or willing to go through our recurring gift structure. Sometimes this can look like a check donor committing to give $25 a month, or this can look like a donor committing to give a large gift of $2,000 every July. Regardless of the situation, this form can notify gift services that this is the plan, and we can make that change in the background once the first gift is received to allow it to show up in your ongoing percentage. The page itself has clear instructions on how to submit this form, so if you find yourself in this situation, head to that section of Toolbox and fill out the form. |
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| Datasync File | The Datasync file is a downloadable file that contains all your historical data. This can be used to upload content to your database for ongoing progress. Here is a Solomon page that explains how you can use this datasync file with your preferred database. |
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Let's dig in a little more into the MTD dashboard to walk through some of the terminology that you'd see there.
| MTD Dashboard Sections | ||
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| Personal Information | This section will provide some basic information about you as a ministry worker. If you are an intern/resident, your personal information dashboard will have these sections:
If you are a career ministry worker, your personal dashboard will have these sections:
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| Fundraising | This section will give a great overview of your MTD journey. If you are a resident/intern, here is how your fundraising section will look:
If you are a long-term ministry worker, here is how your fundraising section will look:
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| Current Month | This section lays out the giving that has happened in the current month. These numbers can change day to day as new donors sign up to give.
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Monthly Summary | Once a month ends, Toolbox will calculate a summary of the numbers that were given during the Current Month section. This allows ministry workers to see their progress month to month instead of just daily in real time. It can be very helpful to use this section to ensure your progress is moving at the pace you expect. |
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Account Balance History | This section gives an overview of your account balance and backpay from the past six months. Backpay is tracked for current year short checks plus the previous two years - so if ever you get shorted, you have almost three years to raise funds; it goes by three calendar years. When we pay backpay out, we pay the oldest first because that will be the first to "expire." |
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| MTD Weekly Activity | This section is where any MTD activity that is entered into the MTD activity section on Toolbox (found under MTD Reporting) will appear. Fundraising coaches can use this section to find patterns and help field workers see what works well for them and what things they can change to improve progress. It also helps to calculate your 4-week average of each activity to compare it to the goals you and your coach set up. |
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| MTD Activity | How to Use | Visual |
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| Summary | Ministry workers can use this section to see a summary of their daily and weekly activities during the MTD process. Here are the definitions of the different sections:
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| Entry Form | This is where you will input your daily activity from the listed sections. The best practice is to log on and do an entry every day to track real patterns, but the minimum requirement is to fill this out once a week. Your coach will be using this information to help build goals for later MTD weeks. |
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Goals | This last section is where you (the ministry worker) and your MTD coach and/or supervisor can think through 3 weeks ahead and create goals to work toward. These goals will appear on the MTD summary section of your dashboard so you can see how your goals compare to your real-time numbers. |
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| Financials | How to Use | Visual |
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| Account Statement | This section of toolbox allows ministry workers to see their monthly account statements. Below is what is included:
It will also include Account Balance and Advances
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| Reimbursements | How to Use | Visual |
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| Dashboard | In this section, you'll find your most recent reimbursements, deadlines, and which month's expenses are currently reimbursable. If you click the |
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List | Here you'll find a more detailed list of your reimbursements. There is also a filter for the fund charged, category, month covered, and various statuses. Clicking on a specific reimbursement will give you details on that reimbursement. |
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| Support Goals | How to Use | Visual |
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| Support Goal | In this section, you'll be able to see your current goal, or if you don't have one yet, create a new goal. You can also create a new goal at any time if something in your program has changed. These goals will need to be approved by the Reliant Central Team, so be sure to communicate with your Liaison when you make changes for things to be approved promptly. If you have already created a support goal in Toolbox, you will see your support goal with details. |
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