Learn About the Results Overview Dashboard

The Results Overview page in your dashboard showcases high level results for specific fundraisers. This article explains more on how these numbers are calculated.

The Results Overview page is meant to be a highlight of the data you can find in your All Transactions Export that can easily be reviewed without needing to download your report. 

The Overview Section

The overview section is designed to tell you how your fundraiser is doing at a glance, and includes Total Processed and Net Processed.

Total Processed

This value is the Gross Total minus Refunds. In other words, this would be the total amount donors have paid towards each of these drivers, before fees are deducted. 

Includes:

• Credit card purchases for the amount the donor paid, after discounts
• Fees covered by donors
• Offline purchases (cash, cheque, offline - card, other) processed via the Event and Sales Manager
• Unpaid silent auction items
• Auction Additional Fees - these are fees orgs can add to individual auction items.
• Provincial Sales Tax (British Columbia Only)

Does Not Include:

• Unpaid pledges
• Any purchasable left in a donor's cart (except for unpaid silent auction)
• Any refunded amount

Examples:

• If someone purchased a $100 ticket but with a 50% off promo code, then only $50 would appear in this column.
• If someone purchased a $100 donation and later got a refund, the $100 would be deducted from the Total Processed column.

Net Processed:

This value is the Total Processed minus Transaction Fees. In other words, this is what you will receive after transaction fees are deducted. Please refer to your Trellis contract for your fee rate, and note that rates are higher for American Express and international cards.

Includes:

• Everything in the Total Processed, except for:
  • Transaction fees
    
  • Provincial Sales Tax (British Columbia only)

How Donor-Covered Fees Appear in the Results

If a donor covers the fees, the Results Overview page shows the percentage fee on the corresponding driver, and the flat transaction fee in the bottom row.

For example, if a donor purchased a $100 ticket and covered the $2.82 in fees, the Total Processed for Event Tickets would say $102.51 and Total Processed for Flat Transaction Fees would say $0.31.

If a donor does not cover the fees, Total Processed for event tickets would only say $100, and then the Net Processed column would show $97.25. For the flat transaction fee, the Total Processed would show $0, and the Net Processed would show -$0.30.