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Table

Rachel Specht
Updated

Replace your spreadsheet with Momentum's table view--keeping important data visible and usable.

Table View.png

The Table View is your fundraising dashboard—an intuitive, spreadsheet-style layout that gives you full visibility into everyone in your portfolio. Whether you’re identifying who to reach out to next or building a quick list for a campaign, the Table View is where it all begins.

Think of it as your home base for daily donor work—always synced with your CRM, always ready to act.

What You’ll See in Table View

Each row represents a donor record, with key info organized in columns. You can sort, scan, and filter the table to find the people who matter most today.

Here’s what the default view includes:

Column What It Shows
Name & Contact Info Name, email, and other basic contact fields
Latest Engagement Recent activity like last gift, outreach date, or draft created
Assigned Segment Shows if the donor is part of a segment you manage
Portfolio Tags Custom labels like “High Priority” or “Board Member”
Next Step Planned action or touchpoint scheduled
Giving Summary Lifetime giving, first gift, or largest gift (varies by org)
Custom Columns Your org might add class year, region, volunteer status, etc.

Columns can be customized for your team—don’t worry if yours looks a little different from a teammate’s!

Sort and Filter for Focus

You don’t need to stare at hundreds of records. Use sorting and filtering to cut through the noise and see just what you need.

Here are some practical ways fundraisers use this view:

  • Sort by “Last Action” to see who hasn’t heard from you in a while
  • Filter by Segment to focus on your VIP donors or reunion class
  • Sort by “Next Step” date to prep for the week ahead
  • Filter by City or State before a travel visit
  • Spot lapsed donors by sorting on latest gift or “No Giving Yet”

It’s fast, flexible, and built for fundraisers—not data managers.

How Fundraisers Use Table View Every Day

Here’s what you can do directly from the Table View:

  • Plan your week by scanning your portfolio for upcoming tasks
  • Bulk-select records to create a new List or assign an outreach
  • Jump into a record by clicking a name to review details or add an action
  • Move folks into campaigns with the New Action or List buttons
  • See real-time status—every outreach you log, every donor added to a segment, every new action scheduled is instantly reflected

You don’t need to bounce between platforms or guess what’s outdated—Momentum syncs with your CRM automatically.

CRM-Synced, Always Accurate

The Table View isn't static—it’s dynamic and always up to date.

  • Sent an email? The table updates.
  • Added someone to a list or segment? It shows up here.
  • Scheduled an action? You’ll see it right in the “Next Step” column.

Momentum is fully integrated with your CRM (like RE NXT or Salesforce), so you’re never working off an old spreadsheet or missing data.

Best Practices

  • Start your day in the Table View—it’s the best way to get your bearings.
  • Use filters before you create a List—narrow your audience, then act.
  • Don’t worry about breaking anything. You can explore, click, sort, and undo.
  • Customize your columns to reflect your real priorities—whether that’s class year, volunteer status, or past giving.

Coming soon: More filtering and display options based on your team’s requests!

TL;DR

Use this feature to: View and manage your whole donor portfolio in one place 

You can: Sort, filter, and scan for activity, gifts, tags, and more 

Great for: Planning outreach, building lists, keeping your donor strategy organized 

Always synced with: Your CRM (RE NXT, Salesforce, etc.) for clean, accurate info 

Bonus: Use it as a launchpad for Lists, new Actions, and follow-up planning