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Navigating Your Clarity Dashboards
Note: Clarity is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). Let’s explore the features you’ll find in your Clarity…
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Using Your Signal Task Tracker Dashboard
Note: Clarity’s Signal Task Tracker Dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Using Your Signal Activity Dashboard
Note: Clarity’s Signal Activity dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Using Your Signal Activity YOY Dashboard
Note: Clarity’s Signal Activity YOY Dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Using Your Signal Influence Dollars Dashboard
Note: The Signal Influence Dollars dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Using Your Signal Top Prospects Dashboard
Note: Clarity’s Signal Top Prospects Dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Using Your Data Standardization Dashboard
Data Standardization is a dashboard to help you get the most out of your other Clarity dashboards by helping you see how EverTrue is currently interpreting your data.…
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Using Your Donors by Fiscal Year and Month Dashboard
Note: Clarity’s Donors by Fiscal Year and Month dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Using Your Annual Giving Level Progression Dashboard
The Annual Giving Level Progression dashboard is designed to help you track the giving velocity of annual giving donors. Dashboard Elements and Views Annual Giving Level Progression has four elements…
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Using Your Annual Giving Summary Dashboard
The Annual Giving Summary dashboard is designed to help you compare the year-to-date performance of your annual giving program to the performance last year.…
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Using Your Proposal Pipeline Dashboard
The Proposal Pipeline dashboard is designed to help you review all proposals or opportunities currently in the gift pipeline. You can use it to identify proposals that need attention and to forecast…
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Using Your Portfolio Engagement Dashboard
Note: Clarity’s Portfolio Engagement dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Using Your Fundraiser Insights Dashboard
Note: Clarity’s Fundraiser Insights dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
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Using Your Appeals Impact Dashboard
Note: Clarity’s Appeals Impact Dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).…
