Dashboard Training for Admins

Navigating the New Dashboard

• 💳 Reconciliation at Scale: Match Deposits with Confidence Using Overflow’s New Tool
• Dashboard Training Kit (As Featured in Your Success Hub!)
• Unlocking the Dashboard: User Permissions for Editors and Viewers
• Understanding the Contributions Table (and Using Filtered Data)
• Reconciliation: How to Match Overflow Payouts with Your Bank Deposits
• Gift Entry: Batching Offline Cash, Check, and DAF Gifts
• See all 7 articles

Dashboard Tools

• Pastor Asking for Last Week's Giving Report? We've Got You Covered!
• Maximize Donor Stewardship: "People" Filters and Pre-Configured Reports
• Migration Tool: Sending "Easy Link" Emails for Recurring Donors
• Giving Statements
• How to Activate and Customize Text to Give

Donor Experience Customization

• How to Use Overflow's Giving Links Feature
• Create and Manage Fund Designations (Campaigns and Subcampaigns)
• Customize Your Acknowledgment Letter

Integrations

• Integrations FAQs
• Preventing Integration Failures: Best Practices for Fund Management
• How to Integrate Overflow with Zapier
• CRM Integration: Planning Center Online (PCO)
• Overflow <> Pushpay (CCB) ChMS integration
• CRM Integration: Salesforce
• See all 9 articles

Tap Dashboard

• Tap Dashboard Guide

Generosity University

• Accessing the Facilitator Guide