Your complete financial picture, delivered monthly. No login required. One link. Every KPI, every trend, every insight — waiting in your inbox on the 1st.
From: Pulse · Click & Pledge
Your February 2026 Financial Report
Your complete financial picture for February 2026 is ready.
Private link · No login required · Rotate anytime
The Problem
Your board meets quarterly. Your finance director needs monthly reconciliation. Your executive director needs to know if things are on track. Every other platform makes you log in, navigate to reports, build queries, export, and format.
Nobody does it. The data sits unused. Decisions get made on gut feel instead of evidence.
Pulse fixes this by delivering the complete picture to you — no login, no navigation, no effort. Open the email. Click the link. Know everything.
The Dashboard
Your complete dashboard renders instantly in any browser. No app. No download. No login.
The Workbook
One click downloads 11 sheets of financial intelligence formatted for your finance director.
What You Get
Every section of your Pulse dashboard explained.
12-month total, current month with MoM comparison, transaction count, average gift, recurring percentage.
Trailing 12-month bar chart showing monthly processing volume. Spot seasonality. Track growth.
Month-over-month and year-over-year comparisons. Donor counts. Revenue per period. Growth badges.
Median, average, min, max gift. 30-day and 90-day revenue. All-time total. Monthly run rate.
Donut chart showing Visa, MasterCard, AmEx, eCheck, Apple Pay, Google Pay, and Link distribution.
Which tools you're using vs which ones you're paying for but haven't activated. "Get Started" links for each unused feature.
Revenue by month, payment methods breakdown, recurring analysis, application performance. All filterable and exportable.
11-sheet downloadable workbook: Executive Summary, Revenue Analytics, Bank Deposits, Recurring Health, Upcoming Recurring, Payment Health, Daily Volume, Transaction Detail, Account Users, Campaigns, and source data.
How It Works
On the 1st of every month, Pulse compiles your complete financial data from the prior month into a visual dashboard and Excel workbook.
A private URL unique to your organization. Bookmark it. Share it with your board chair. No login needed — just open and know.
Staff member leaves? Change the salt. The old link dies. A new one takes its place. You control access completely.
Why Pulse
Pulse is the only financial intelligence tool that comes to you.
Zero Login
No "forgot your password" loop. No navigation. No report builder. Open the email, click the link, know everything.
Delivered Monthly
You don't go find your data. Your data finds you. First of every month, automatically — your complete financial picture in your inbox.
Board-Ready in One Click
Download the Excel workbook. 11 tabs of CFO-grade intelligence. Attach to email. Send to your board. Done.
Feature Adoption Built In
Every month you see which tools you're using and which you're paying for but haven't activated. Maximize what you already have.
Pulse is available to all Click & Pledge clients — Starter, Growth, and Enterprise. No add-on cost. No premium tier required. If you process with Click & Pledge, you get Pulse.
Questions
