GiveCentral AtlasUX Audit · v1Prepared by Gupesh · 4 May 2026
From 22 isolated screens to one navigable product.
The CEO has shipped the hero surfaces. None of them link to one another, and the supporting screens that turn them into a usable system don't exist yet. This audit lists what's there, what's broken, what's missing — and the order I'd build it in to hit the end-of-June Phase 1 gate.
22
Existing screens
37
Missing screens
64
Dead-end CTAs
~57d
To Phase 1 gate
!
The single biggest gap
Every existing screen is a static page. The sidebar reads Dashboard · Donors · Gifts & pledges · Campaigns · Reports · Communications · Pipeline · Tasks · Guru AI — but only 6 of those 9 nav targets actually exist. There's no donor list, no single-gift entry form, no add-constituent flow, no merge UI, no login, no donor signup, no donation form, no event registration, and no acknowledgement composer. The CEO built the screens that demo well; the screens that make the product usable still need to be designed.
1
What we already have
22 high-fidelity HTML screens. Map of where each fits in the product, who uses it, and how complete it is in isolation.
Per your direction — Donor (external) and Fundraiser (Gift Officer) are the two personas we'll wire end-to-end. Strikethrough = step already supported. Highlighted = step missing a screen.
Donor (external)
Phase 2 primary — wants self-service that doesn't require calling the office.
1Land on a campaign / giving pagemissing
2Pick gift type — one-time, recurring, pledgemissing
37 screens we'd need to build for the two personas to have an unbroken path. Phase pin shows the PRD bucket they fall under — but several Phase 2/3 surfaces have to exist as stubs for Phase 1 navigation to feel complete.
A
Auth, shell & global UX
5 screens · cuts across both personas
1
Staff login + SSO
Email/password + Microsoft 365 / Google Workspace SSO. Forgot password.
atlas-login.html
missing
2
Donor login / claim account
Donor-side login. "First time? Claim your account" via email magic link.
atlas-donor-login.html
missing
3
Global search results
Spotlight-style results from the topbar — donors, gifts, campaigns, tasks.
Full edit view of Donor 360 — multiple addresses / emails / phones, DNC flags, codes.
atlas-edit-constituent.html
missing
4
Single gift entry form
Standalone "Record gift" today is a button on Dashboard → goes nowhere. Designation, soft credits, hard-block on receipt for DAF/Foundation/Corporate/Matching.
atlas-gift-entry.html
missing
5
Stock / in-kind / DAF gift entry
Variant of gift entry that captures shares × high/low, in-kind description, DAF distributor.
atlas-stock-gift.html
missing
6
Pledge create + schedule
Amount, frequency, instalments. Auto-balance. Link to existing donor.
atlas-pledge-create.html
missing
7
Pledge detail + payment history
Schedule, partial payments, write-off, link to DocuSign agreement.
Three sprints, sized to land the Phase 1 prototype first, then connect Phase 2 / 3 surfaces. Pre-checked items are my recommendation — please uncheck anything you'd defer.
Sprint 1 · Wire the spine 8 screens
Staff login + SSOPhase 1 entry point
M
Donors list / browsefixes sidebar dead-end
L
Single gift entry formPhase 1 critical · receipt rules
L
Add constituent (3 record types)Wizard with sub-types
L
Log activity (modal)Reused 6+ places
S
Add / edit task (modal)Reused 5+ places
S
Tasks & reminders listfixes sidebar dead-end
M
Global search resultstopbar destination
M
Sprint 2 · Donor flow + comms 9 screens
Donation form — one-timeApple Pay / card / DAF
L
Donation form — recurringvariant of one-time
M
Donation confirmation + receipt
S
Donor login / claimportal entry
M
Manage recurring gift (donor)
M
Donor profile & preferences
M
Compose acknowledgement / emailused from Donor 360
M
Pledge create + schedule
L
Pledge detail + payment history
M
Sprint 3 · Reporting + back-office 10 screens
Reports libraryfixes sidebar dead-end
M
Report viewer / detail
M
Duplicate review queue
M
Constituent merge UI
M
Receipt / acknowledgement preview
S
Communications hubfixes sidebar dead-end
M
Sync & reconciliation
M
Create campaign / appeal / fund
M
Notifications centerdefer if tight
S
Users & roles (RBAC)defer if tight
M
What I need from you to start building
Two confirmations: (1) accept or amend the Sprint 1 list above (8 screens, the spine of the staff app), and (2) confirm the donor-facing donation form scope — i.e. how many payment methods to mock up beyond Apple Pay + card. As soon as those are in, I'll start with Sprint 1 and ship the new screens directly into this folder, matching the existing design system pixel-for-pixel.