Balance Page User Guide

What is the Balance Page?

The Balance Page is your crowdfunding project's financial management center, allowing you to monitor project finances and fund flows in real-time.

Key Features

• Real-time Balance - View current available funds
• Income Statistics - Track donation trends by day, week, and month
• Transaction Records - Detailed fund flow records and donor information
• Data Analysis - Fund source analysis and donation type statistics

Page Layout & Features

1. Balance Header

Key Elements:

• Total Raised Amount: Displays your current available funds in large, prominent text
• How it works: Links to this guide page for detailed instructions
• Transaction history: Opens a detailed view of all financial transactions

2. Raised Summary

Filter Controls:

• Project Selector: Choose "All" or specific projects to filter data
• Period Selector: Switch between Yearly, Quarterly, Monthly, Weekly, or Daily views
• Date Range Picker: Customize the exact date range for analysis
• View Details Button: Opens comprehensive charts and analytics

3. Charts & Analytics

Chart Features:

• Raised Amount Chart: Interactive line chart showing funding trends over time
• Project Source Analysis: Pie chart showing which projects received the most funding
• Hover Details: Mouse over chart elements to see detailed values
• Responsive Design: Charts adapt to different screen sizes

Total Raised by Type Analysis:

• Cryptocurrency (Crypto): Donations made using digital currencies like ETH, USDC, USDT, etc. These transactions are processed on the blockchain and provide instant, borderless transfers
• Cash/Fiat: Traditional monetary donations made through bank transfers, credit cards, or other conventional payment methods. These may take longer to process but are familiar to most donors
• Percentage Distribution: Shows the proportion of each payment type relative to total funding, helping you understand donor preferences and optimize payment options
• Trend Analysis: Tracks changes in payment method preferences over time, revealing shifts in donor behavior and market adoption

Total Raised by Source Analysis:

• Direct Donations: Contributions made directly to your project through your main fundraising page or direct links
• Widget Embeddings: Donations collected through embedded donation widgets placed on external websites, blogs, or social media platforms
• API Integrations: Donations received through third-party integrations and automated systems connected to your fundraising platform
• Social Media Campaigns: Donations generated through social media outreach, influencer partnerships, and viral fundraising campaigns
• Referral Programs: Donations from supporters who were referred by existing donors or partners
• Source Performance: Compares the effectiveness of different fundraising channels to help optimize your fundraising strategy

4. Transaction Records

Table Features:

• Sortable Columns: Click column headers to sort by date, amount, or status
• Pagination: Navigate through large sets of transaction data
• Status Indicators: Color-coded status badges for easy identification
• Search & Filter: Find specific transactions quickly

Web3 Related Column Explanations:

• Transaction ID: System-generated unique identifier for each transaction
• Hash: Unique identifier for each transaction on the blockchain, click to view details in blockchain explorer
• Method: Payment method used for donation, including cryptocurrency wallets and traditional payment methods
• Currency: Type of currency donated, such as ETH, USDC, USD, etc.
• Transaction Status: Current processing status of the transaction, such as successful, pending, failed, etc.

How to Use

1. View Overview: Start by checking the total balance and today's income at the top of the page
2. Filter Data: Use the project selector and period controls to focus on specific data
3. Analyze Trends: Use charts to understand income patterns across different time periods
4. Review Transactions: Click "View Details" to explore comprehensive analytics
5. Export Data: Use the transaction table to review individual donations and donor information

Advanced Features

Detailed Analytics

Click "View Details" to access comprehensive charts showing funding trends, donation types (crypto vs cash), and project-specific breakdowns.

Smart Filtering

Combine project filters with time periods to analyze specific campaigns or compare performance across different date ranges.

Trend Analysis

Monitor percentage changes and volatility indicators to understand funding patterns and make informed decisions.

Transaction History

Access detailed transaction records with donor information, payment methods, and status tracking for complete transparency.

Web3 Terminology Explanation

To better understand our platform, here are some important Web3 and blockchain-related terms:

Blockchain

A decentralized digital ledger that records all transaction information, ensuring data immutability and transparency.

Cryptocurrency

Digital currencies based on blockchain technology, such as Ethereum (ETH), USDC, etc., used for decentralized payments.

MetaMask

The most popular Web3 wallet, used for managing cryptocurrencies, connecting to decentralized applications (DApps), and signing transactions.

Smart Contract

Self-executing program code that runs on the blockchain, ensuring transparent execution of crowdfunding rules and fund distribution.

Decentralized Application (DApp)

Applications built on blockchain technology that don't rely on central servers, with data stored on the blockchain.

Digital Wallet

Tools for storing and managing cryptocurrencies, containing public and private keys, used for sending and receiving digital assets.

Gas Fee

Fees paid when executing transactions or smart contracts on the Ethereum network, used to incentivize miners to process transactions.

Wallet Connect

A protocol that allows mobile wallets to connect to web applications through QR codes or deep links without entering private keys.

Why Choose Web3 Crowdfunding?

• Transparency: All transaction records are on the blockchain, publicly verifiable
• Security: Smart contracts execute automatically, reducing human intervention
• Globalization: Support cryptocurrency donations from around the world
• Instantaneity: Fast fund transfers without waiting for bank processing
• Low Cost: Reduce traditional financial intermediary fees

Why is it Important?

Transparent financial management is key to crowdfunding success. The Balance Page helps you:

• Monitor project financial status in real-time
• Demonstrate fund usage transparency to supporters
• Make informed project development decisions
• Build trust relationships with donors
• Track funding performance across multiple projects
• Identify successful funding patterns and strategies

Pro Tip

Regularly check the Balance Page to stay informed about your project's financial status. Set up a routine to review the data weekly or monthly to ensure fund security and proper usage. Use the trend analysis features to identify the best times for fundraising campaigns.

Need Help?

If you have questions about using the Balance Page or need assistance with financial reporting, please contact our support team. We're here to help you make the most of your crowdfunding analytics.