Fiscal Host Overview Dashboard

The Fiscal Host Overview Dashboard allows admins to get a quick glimpse of recent activity, pending items, and financial status all on one page.

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

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.

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.