Signal Clarity Dashboard Explainers Category

Signal Clarity Dashboard Explainers
Articles and updates from EverTrue Help Center
    Meet Your Signal DXO Meetings and Asks Dashboard
    <p style="text-align:start"><em><strong>Note</strong>: Clarity’s&nbsp;<strong>Signal</strong>&nbsp;<b>DXO Meetings and Asks</b>&nbsp;dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach&nbsp;out to your Customer Success Manager (CSM).</em></p> <hr> <p>Your <strong>Signal DXO Meetings and Asks</strong> dashboard tracks all DXO meeting and ask activity within a selected timeframe. It provides a detailed summary of meetings, substantive and passive asks, and total ask dollars, alongside benchmarks comparing your team’s performance to other DXO programs.</p> <p>Visualize trends with charts showing the relationship between meetings and asks, review detailed activity by solicitor, and customize your view with filters for timeframe and solicitor. Easily download the data for further analysis, helping you align your team’s efforts with program goals.</p> <p>To learn more about&nbsp;Clarity, take a look at our help center's&nbsp;<a href="/category/clarity" rel="nofollow noopener noreferrer">dedicated collection of articles</a>! For any other questions, reach out to&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
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    Meet Your Signal Influence Dollars Dashboard
    <p style="text-align:start"><em><strong>Note</strong>: Clarity’s&nbsp;<strong>Signal Influence Dollars</strong>&nbsp;dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).</em></p> <hr> <p><span style="font-size: 16rem; color: var(--text-dark); font-family: var(--body-font);">Your </span><strong style="font-size: 16rem; color: var(--text-dark); font-family: var(--body-font);">Signal Influence Dollars</strong><span style="font-size: 16rem; color: var(--text-dark); font-family: var(--body-font);"> dashboard captures all giving influenced by Signal outreach within a user-defined timeframe. It provides a high-level summary of total dollars raised or received, donations made, and average gift amounts, with detailed breakdowns by solicitor and week.</span></p> <p>Easily explore specific insights by selecting individual fundraisers or gifts, and customize your view using filters for timeframe, gift amount, velocity, activity, and more. This dashboard helps you connect donor touchpoints to dollars influenced, empowering your team to track progress and refine fundraising strategies.</p> <p>To learn more about&nbsp;Clarity, take a look at our help center's&nbsp;<a href="/category/clarity" rel="nofollow noopener noreferrer">dedicated collection of articles</a>! For any other questions, reach out to&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
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    Meet Your Signal Activity Dashboard
    <p style="text-align:start"><em><strong>Note</strong>: Clarity’s&nbsp;<strong>Signal Activity</strong>&nbsp;dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).</em></p> <hr> <p style="text-align:start">Your&nbsp;<strong>Signal Activity</strong>&nbsp;dashboard&nbsp;provides a snapshot&nbsp;of your outreach activity over a selected timeframe. Use it to monitor total outreach actions, daily activity averages, and more! It includes benchmarking metrics, allowing you to gauge your efforts against those of the average Signal user and easily pinpoint areas for improvement.&nbsp;</p> <p style="text-align:start">To&nbsp;learn more about&nbsp;this dashboard, take a look at our dedicated help article, <a href="/t/m1ytgl4" rel="nofollow noopener noreferrer">Using Your Signal Activity Dashboard</a>. For any other questions, reach out to&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
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    Meet Your Signal Top Prospects Dashboard
    <p><em><strong>Note</strong>: Clarity’s <strong>Signal</strong>&nbsp;<strong>Top Prospect</strong>&nbsp;dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach&nbsp;out to your Customer Success Manager (CSM).</em></p> <hr> <p>Your <strong>Signal</strong>&nbsp;<strong>Top Prospects</strong> dashboard shows the number of prospects contacted by the strongest (highest potential) and weakest (lowest potential) within a user-identified period of time. It also shows all of the strong prospects who were not contacted within that period. Results can be used to identify the best unassigned prospects to see which prospects might be ready for assignment.</p> <p>If you are a Development Officer, this dashboard can help show you how much of your time is being allocated to your best prospects. Results can be displayed in list form, allowing you to navigate directly to corresponding constituent profiles for more information.&nbsp;</p> <p>To&nbsp;learn more about&nbsp;this dashboard, take a look&nbsp;at our dedicated help article, <a href="/t/g9y6cnv/using-your-top-prospects-dashboard" rel="nofollow noopener noreferrer">Using Your Top Prospects Dashboard</a>. For any other questions, reach out to&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
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    Meet Your Signal Activity YOY Dashboard
    <p style="text-align:start"><em><strong>Note</strong>: Clarity’s&nbsp;<strong>Signal Activity YOY</strong>&nbsp;dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).</em></p> <hr> <p>Your&nbsp;<strong>Signal Activity YOY</strong>&nbsp;dashboard offers detailed&nbsp;insight into your year-over-year outreach efforts. Whether you’re interested in tracking the number&nbsp;of meetings held, phone calls made, or emails, texts, and LinkedIn messages sent, this resource has you covered! You can use it to track team-wide trends, compare performances, and chart your individual progress.</p> <p>To&nbsp;learn more about&nbsp;this dashboard, take a look&nbsp;at our dedicated help article, <a href="/t/p8y6cn9" rel="nofollow noopener noreferrer">Using Your Signal Activity YOY Dashboard</a>.&nbsp;For any other&nbsp;questions, reach out to&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
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    Meet Your Signal Task Tracker Dashboard
    <p style="text-align:start"><em><strong>Note</strong>: Clarity’s <strong>Signal Task Tracker</strong>&nbsp;dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).</em></p> <hr> <p>Your <strong>Signal Task Tracker</strong>&nbsp;dashboard allows you to review all assigned tasks going forward five months and back three months. This enables you to quickly see how well solicitors are keeping up with outreach tasks and allows you to see how the tasks break out according to cadence and action type. Results can be filtered to specific team members, letting you know which of your own tasks have been completed and which are overdue.</p> <p>To&nbsp;learn more about&nbsp;this dashboard, take a look at our dedicated help article, <a href="/t/q6yml7m" rel="nofollow noopener noreferrer">Using Your Signal Task Tracker Dashboard</a>. For any other questions, reach out to&nbsp;<a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.</p>…
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