Fiscal Host Overview Dashboard#
The Fiscal Host Overview Dashboard provides admins with a high-level overview of their status on the platform. Open your fiscal host dashboard and select Overview from the sidebar.
The page includes a setup guide, pending action items, financial snapshots, hosted collective and fund metrics, and a recent activity timeline.
Setup guide#
New hosts see a collapsible setup checklist on the Overview page. Toggle it from the settings menu in the Overview header (Display setup guide).
To do#
The To do module consolidates items that may need your attention. Clicking a button redirects to the relevant dashboard page, filtered to that item type.
The specific items featured in the To do list are:
- Expenses
- Unreplied
- To Pay
- Missing Receipts
- On Hold
- Incomplete
- Errors
- Contributions
- Disputed
- In Review
- Applications
- Unreplied
- Pending
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Recent Financial Activity#
The Recent Financial Activity section shows balance, income, and spending in one place.
Filters#
- Context: All, Organization, or Hosted - focus on host-level finances or hosted collectives only
- Period: Today, Last 7 days, Last 4 weeks (default), Last 3 months, Last 12 months, Month/Quarter/Year to date, All time, or a custom range
Metrics#
| Metric | Description |
|---|---|
| Balance | End-of-period balance, including starting balance. May show comparison to period start. |
| Received | Total received in the selected period |
| Spent | Total spent in the selected period |
Recent transactions#
A preview table shows the five most recent transactions. When more transactions exist, a link opens Ledger > Transactions with the same period and context filters applied.
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Hosted Collectives and Hosted Funds#
Below Recent Financial Activity, two metric sections track the health of your hosted accounts. Each section has its own month picker.
Metric cards#
| Metric | Definition |
|---|---|
| Active | At least one ledger transaction this month |
| Inactive | Hosted but no financial activity this month |
| Newly Hosted | Joined and approved this month |
| Unhosted | Unhosted this month |
Top lists#
Each section also shows:
- Top by Amount Received
- Top by Amount Spent
Recent Activity#
The final section on the Overview page is the Recent activity module. This gives a simplified snapshot of activity related to your fiscal host, including expenses, virtual cards, contributions, updates, and collective events.
To view a comprehensive list, click Go to activity log at the top of the section.
