People helped per month
Items given out (referrals)
Top referring organisations
Referrals vs project clients
Referrals by month — year comparison
Seasonality (avg referrals by calendar month)
Item demand over time
Referrals by organisation
Organisation detail
| Organisation | Referrals | Uniforms | Coats | Shoes | First referral | Latest referral |
|---|
Gender
Age groups
Client type (where recorded)
Age group by item given
Clients served per project
Project clients by month
All projects
| Date | Project | Organisation | Contact | Clients | Uniform | Shoes | Coats | £ raised |
|---|
Stock received by category
Stock in vs items out
Out = referral items + project item counts, mapped to categories
Estimated stock position
| Category | Received in | Given out | Estimated balance | Status |
|---|
Query the referral records
Totals update with the filters above — e.g. set Item to "Shoes" to count shoes given away.
| Ref # | Date | Organisation | Gender | Age | Items | Client type | Notes |
|---|
New entries save straight to the shared database — the dashboard updates for everyone immediately.
➕ New referral (items given to one person)
📦 Log incoming stock (donations)
🎯 New project (bulk giveaway)
Upload a report exported from QuickBooks (CSV or Excel) — e.g. a Profit & Loss. It's saved to the shared database so the owner and COO both see it. Pick a report below to view it.
⬆ Upload a QuickBooks report
🔗 QuickBooks Online (live sync)
Connect once (a QuickBooks admin clicks Allow), then finances sync automatically. "Sync now" pulls the latest immediately. Live reports appear in the dropdown below as "QBO Profit & Loss (live)" and "QBO Transactions (live)".
Connect QuickBooks
Top lines by amount
Amount over time (if dated)
Report detail
| Date | Account / Category | Description | Amount (£) |
|---|