Portfolio & Performance
You asked and we listened! EverTrue is proud to announce our new Portfolio & Performance feature, which will replace the 'My Portfolio' functionality and add-in some handy new features.
- Choosing Teams
- Moves Management
- Adding an Interaction
- Map View
- Filtering on Assignment Title
- Time in Stage and Last Contact Date
- Adding Prospects to Your Portfolio
Portfolio & Performance gives gift officers a single place to view their assigned prospects organized by pipeline solicitation stage, layering on workflows and a map view to enhance productivity. A gift officer can now manage their assigned prospects directly in EverTrue so that the process of updating stages, adding contact reports, and managing portfolio assignments (even key prospects) is all logged for your institution. EverTrue also tracks time in stage and last contact date for each prospect, so a gift officer and their manager know exactly how the pipeline is progressing. And don't forget about our mobile apps that allow all of this to be done on the road - even dictating contact reports! Lastly, we make all of this exportable so that your database can stay just as up-to-date.
Portfolio & Performance is built on a Team structure.* To drill down into your portfolio, you should first select the Team you are a part of or working within.
*The structure of your teams is dependent on how your institution implemented Portfolio & Performance. Please contact us for more information on implementation options and details.
To choose your team within the Portfolio & Performance tab, open the drop-down menu in the top-left of the screen and select the appropriate team.
You can then find your name or that of your colleague in the Solicitors drop-down menu. This list will only display a certain number of solicitors at one time, so for best results, use the search bar to find the solicitor's name. This will take you to your assigned prospects organized into swim-lanes by prospect stage for that team.
Updating the solicitation stages for your prospects has never been easier with drag and drop! Drag an assignment card from one stage to the next - that's it! (You can also update a stage by clicking the three dots in the top right corner of each card and selecting 'Update Prospect Stage.')
Adding an Interaction
Once a stage change has been initiated, you will be prompted to add an interaction that corresponds with the update. Adding an interaction during a stage move helps provide additional context and keeps your institution updated on the great work you're doing. This is an optional step (but highly recommended), and so if you do not wish to add an interaction you can click 'Skip.'
In your portfolio, you have the option to toggle over to a Map View of your assigned prospects. This makes it easier to see geographic clusters and think about where your next event or trip should be.
Filtering on Assignment Title
Each assignment card will display the associated assignment title.
You may also filter your portfolio view by assignment title, in the instance that you only want to see your Primary assignments or your Secondary assignments.
Time in Stage and Last Contact Date
When you drag and drop a solicitor from one stage to the next, the system will automatically reset the Time in Stage to the day you made the update. Tracking Time in Stage allows you to see the progress of your pipeline at the constituent level or at the stage level.
You can also manually adjust the time each prospect has been in a particular stage by clicking on the three dots in the top right corner of the stage box, and then ' Update Time in Stage.'
Adding Prospects to your Portfolio (if enabled)
If enabled for your institution, you can add prospects directly to your portfolio by clicking on the people icon next to the filter button. This will allow you to search and add prospects to the appropriate stage, all within the same screen.
Portfolio & Performance must be enabled by the administrator of your EverTrue account. A bit of setup is required on their end for you to see all of your prospects in their respective stages. Only portfolios of gift officers using EverTrue will appear. Contact your account admin if you have any questions about this feature.