<aside> ⏱️ Each step below links directly to the database or page you need. Follow in order. Total time: 10–20 minutes.

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Step 1 — Add your donors and grants (5 min)

Open Donor & Grant CRM and add your top 5 donors or active grant funders. Set relationship status and next follow-up date.

Step 2 — Add your volunteers (3 min)

Open Volunteer Roster & Hours and add your core volunteers. Log their total hours and availability. The Recognition Tier formula calculates automatically.

Step 3 — Plan your next event (3 min)

Open Events & Service Planning and add your next upcoming event or service. Set date, budget, and expected attendance.

Step 4 — Add your active programs (2 min)

Open Ministry & Program Tracker and document each ministry or program. Set budget and status.

Step 5 — Log income and expenses (2 min)

Open Finance & Giving Tracker and add this month's key transactions. The Budget Variance formula shows immediately where you stand.

Step 6 — Delete sample data

Once your real data is in, select and delete all sample rows. Do not delete column headers.

<aside> ✅ Done! Return toHome Dashboard — your daily driver. Every database is one click away.

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