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Comment: Added details for reimbursements now that they're live on Toolbox.

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MTD ReportingHow to UseVisual
DashboardThis is where more employees visit most often on Toolbox.  See the table below for more details about each section!

Received Gifts

This section is where you can see all the gifts that have actually 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. 

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:

  • All - View all promised giving
  • Active - View promised giving that is currently active
  • Suspended - View promised giving that is currently on hold due to the last month's gift not being actualized (usually a credit card issue)
  • Ended- View promised gifts that have been terminated or canceled.


Donors

In this section, missionaries will be able to view their donors as well as their donor information. 

The donors can be filtered by active, suspended, and ended. As a reminder:

Donor status:

  • All - View all donors
  • Active - View all donors that are currently giving
  • Suspended - View donors who have suspended gifts 
  • Ended- View donors who have ended their giving or whose giving had an end date so their giving was completed. 


Lets Let's dig in a little more into the MTD dashboard to walk through some of the terminology that you'd see there.

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MTD ActivityHow to UseVisual
Summary

Missionaries can use this section to see a summary of their daily and weekly activity during the MTD process. Here are the definitions of the different sections:

  • Initial Connection attempts by call - any attempt to make an initial communication by phone
  • Connection attempts by text - any attempt to make an initial communication by text (this can be SMS, email, Facebook message, etc.)
  • Responses - when anyone responds to an initial communication (only count one response per person, not multiple texts)
  • Appointments set up - number of appointments set up in a given day
  • Appointments kept - number of appointments kept in a given day
  • MTD Letters Sent - number of support letters sent out in a given day (if support letters are part of your MTD strategy)
  • Connection attempts for decision - any attempt to connect with a donor about decisions on hold
  • Decision responses - a record of the decisions made by donors in a given day
  • New recurring-gift partners - number of new recurring partners added
  • New recurring gifts - dollar amount (by month) of new recurring gifts
  • New single gift partners - number of new single gift donors added
  • New single gifts - dollar amount (total) of new single gifts
  • New names gained - new connections given by donors
  • People left for initial connection - total number of names left on connection list to contact
  • Decisions on hold remaining - how many people are still considering (yes, or maybes) to give
  • Active hours worked - any MTD work that involves direct contact with donors (phone calls, appointments, call back for decisions, etc.)
  • Passive hours worked - any MTD work that does not involve direct donor contact (working on your presentation, writing MTD letters, working on prayer updates, etc).

Entry FormThis 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. 

Goals





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supportgoal
supportgoal

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. 









ReimbursementsHow to UseVisual
Dashboard

In this section, you'll find your most recent reimbursements, deadlines, and which month's expenses are currently reimbursable. If you click the Image Added symbol next to "current month," you can select a past month and year to see deadlines for reimbursements. There is also a link to the Expense Submission Forms and Reimbursement Policies.

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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 GoalsHow to UseVisual
Support GoalIn 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. 

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