Running the War Room on event night

On the night of a big push, a campaign manager needs one screen that answers "how are we doing, and where's the remaining money?" That screen is the War Room. It refreshes itself about every half minute, and you can leave it open on as many screens as you like.

Where to find it

Open your campaign, choose Donor Relations in the sidebar, then People, and open War Room from its card on the Home tab — it opens as its own closable tab. It's a manager's screen: captains and team members working their fenced team view don't get it. And it's not just a display — its action cards can push people straight into the Call Center.

The headline

The top banner shows the number everyone cares about: amount raised against the goal, the percentage, and a progress bar. Underneath, today's pulse counts the day so far — dollars raised, gifts received, calls made, and pledges recorded — so a slow hour is visible while there's still time to fix it. A live activity rail down the side streams what's happening as it happens.

The AI Strategist

When AI is available, an AI Strategist panel reads the room for you: a one-line headline on how the night is going, a ranked list of insights, and up to three one-click actions — each wired to the same push logic as the cards below it, so an AI-recommended button dispatches exactly the people a human button would. Toggle between Live (mid-event coaching) and Recap (an end-of-night read). Insights regenerate every few minutes, not on every refresh.

Act now — with dispatch built in

Two cards turn reading into calling:

• Hot Targets — the top unasked prospects, ranked exactly like the Call Next queue, with a Push all to Call Center button.
• Overdue Pledges — the ten largest outstanding balances, pushable the same way.

What each card displays is precisely what gets pushed — no surprises between the screen and the session your callers receive.

Today's rhythm and rivalries

The Today panels show momentum by hour — today's bars with yesterday's as a ghost outline behind them, so you can see whether tonight is beating last night — plus today's leaderboards: top teams, biggest gifts, and busiest callers. A pipeline funnel shows where every profile sits (To Ask through Paid) with the dollars attached to each stage.

The money still on the table

Five big tiles quantify the opportunity that remains:

• Uncollected Potential — the headline chase number: expected asks from people who haven't given yet, plus the unpaid balance of open pledges.
• Untapped Pipeline — expected giving from everyone who hasn't donated, with a count of how many people that is.
• Open Pledges — promised dollars not yet collected, with open and overdue counts and how much has already come in.
• Participation — what share of all profiles have given.
• LYBUNT Recovery — how many previously lapsed donors have been won back so far versus how many are still open.

When Uncollected Potential is high and the clock is running, that's your cue to push another calling round.

The Gift Pyramid, by results

The tier panel shows each capacity band with a progress bar: how many of its people have given, out of how many, and the expected dollars in the band. It answers the strategic question of the night — "are the majors in yet?" If the $10K+ band shows two of nine gave, you know exactly where the next hour of senior attention belongs.

Where the money lives

The map panel plots donations geographically, alongside a top-cities list with totals. It's aggregated by area — small clusters aren't shown individually, so no single donor's location is ever identifiable. Great for announcing "Brooklyn just took the lead over Lakewood" — friendly geography rivalries move money.

A working rhythm for event night

1. Before doors open: confirm history is loaded and your priority segments are saved, so Uncollected Potential and LYBUNT Recovery mean something.
2. Every 30–60 minutes: read the tier panel and the AI Strategist. Whichever high band has the lowest participation gets the next round of calls — push Hot Targets, or push a Gift Pyramid tier's queue from Call Next.
3. Last hour: switch attention to Overdue Pledges — a night-of reminder converts pledges to payments better than any follow-up email next week, and the card pushes the biggest balances straight to your callers.

Tip: Keep the War Room for the team running the night, and the campaign's public live screen for the audience. The War Room shows unfinished business — asks, gaps, and pledges — that donors were never meant to read on a projector.