Tuesday, 16 July

Operational dashboard

Your queues, service health, and next actions at a glance.

Donations receivedHK$486k+12.4% vs prior period

Receipts awaiting issue186 resolved today

Profile reviews278 need attention

Communication eligible1,24898.1% preference-compliant

Priority work queue

27 open items

8 unmatched donation recordsImport run 0147 · manual donor review required
Needs review
18 receipts ready to issuePayment confirmation complete · batch A-07
Ready
3 duplicate clusters verifiedProfiles have safe merge recommendations
Verified
6 follow-ups due todayMajor donor, volunteer and media contacts
Today

Recent activity

All activity

Receipt R-2026-08142 generated
Elaine Chan donation · 6 min ago
Profile merged after duplicate review
Case ID DUP-1019 · 29 min ago
Campaign form activated
Summer Family Appeal · 1 hr ago
Export request approved
Volunteer availability report · 2 hrs ago

Records

Profiles

Find, triage, and maintain relationship-aware constituent records.

All profiles 1,842

Fundraising

Donations

Donation records, campaign attribution, reconciliation, and receipt readiness.

Donation pipeline

12 records

Donation	Donor	Campaign	Received	Amount	Status	Receipt

Insights

Reports workspace

Permission-aware reporting with governed exports and saved queries.

Standard reports

Curated operational reports for everyday staff work.

12 available

Custom queries

Allowlisted fields, filters, previews, and saved definitions.

8 saved

Export governance

Reasoned, auditable output with private file controls.

2 awaiting reason

Campaign giving trend

HKD · Last 6 months

Current periodHK$486k

Best campaignSummer Appeal

Average giftHK$728

Saved queries

View all

Donors without a receiptProfile + donation · last run today
248 rows
Volunteer training expiryVolunteer attributes · weekly
42 rows
Restricted media contactsMedia attributes · sensitive
Masked

CRM-only assistance

Assistant

Permission-filtered CRM search and summary with visible tool evidence.

MCP guarded

Ask Nexus

Read & draft only

Mei Wong · 10:24

Which donations still need an issued receipt this week?

Nexus Assistant · 10:24

I found 18 confirmed donations awaiting receipt generation. Five are over HK$5,000 and should be reviewed first.

Receipt queue · permitted summary
18 records · Amounts and donor contact details remain masked until you open the receipt workflow.

Nexus Assistant · 10:25

Would you like a filtered receipt queue, or a draft follow-up note for the five priority records?

Administration

AI Control

Inspectable policy controls that restrict assistant capabilities without bypassing CRM permissions.

Policy active

Assistant-wide controls

Restriction-only

Assistant availabilityAllow permitted users to access CRM-only assistance.

External LLM disclosureMask/minimize allowed tool results before external processing.

Draft creationPermit drafts only; no direct CRM mutations.

Current policy posture

Updated today

Coverage

Read/searchAllowed

Draft outputsReview

Writes/exportsDenied

Audit note

Every tool call records actor, policy mode, result category, masking metadata, and outcome. CRM RBAC remains the lower bound.

Module action modes

Effective policy

Module	Current mode	Confirmation	Reason
Profiles	Read & draft	For draft only	Not required
Donations & receipts	Read & draft	Required	Required
Reports	Read only	—	Export denied