Note: Clarity’s Signal DXO Meetings and Asks dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).

Your Signal DXO Meetings and Asks 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.

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.

To learn more about Clarity, take a look at our help center's dedicated collection of articles! For any other questions, reach out to genius@evertrue.com.

Note: Clarity’s 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).

Your Signal Influence Dollars 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.

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.

To learn more about Clarity, take a look at our help center's dedicated collection of articles! For any other questions, reach out to genius@evertrue.com.

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).

Your Signal Activity dashboard provides a snapshot 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. 

To learn more about this dashboard, take a look at our dedicated help article, Using Your Signal Activity Dashboard. For any other questions, reach out to genius@evertrue.com.

Note: Clarity’s Signal Top Prospect dashboard is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).

Your Signal Top Prospects 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.

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. 

To learn more about this dashboard, take a look at our dedicated help article, Using Your Top Prospects Dashboard. For any other questions, reach out to genius@evertrue.com.

Your Portfolio Engagement dashboard shows which assigned prospects have or have not been contacted within a user-defined number of months. It also shows the subset of managed prospects who have never been contacted at all. Information is displayed according to prospect capacity, making it easy to prioritize prospects who need to be engaged. 

To learn more about Clarity, take a look at our help center's dedicated collection of articles! For any other questions, reach out to genius@evertrue.com.

Your Portfolio Contacts dashboard is designed to show all managed prospects in a given portfolio arranged according to their giving capacity (top-down) and prospect stage duration. Each prospect's name is followed by a timeline representing the months during which the prospect has remained at their current stage. The timeline includes markers to indicate every time the prospect was contacted, the nature of that contact, and a summary of the contact. 

To learn more about Clarity, take a look at our help center's dedicated collection of articles! For any other questions, reach out to genius@evertrue.com.

Your Proposal Pipeline dashboard shows a timeline of proposals according to their status (e.g., being developed, pending response, etc.). The dashboard plots proposals along the timeline according to the proposal ask date, with an Action Required? indicator designating proposals that are either past due (in the case of those being developed) or where there has been no activity for 18 months (in the case of “pending” proposals).

Proposals are plotted along the timeline in bands indicating the proposal's expected amount. Each giving band section includes the number of asks and total dollars at the left. Moving the cursor over these sections or the top Totals indicator reveals breakdowns of all proposals according to unit. Filters can be used to view proposals by unit or by solicitor, and results can be downloaded in a CSV file.

To learn more about Clarity, take a look at our help center's dedicated collection of articles! For any other questions, reach out to genius@evertrue.com.

Your Fundraising Analytics dashboard is designed to measure the total fundraising history over any user-defined set of filter parameters. Here are just some of the questions that it can answer:

• Over the past 10 years, what is the average amount of money we have raised for athletics scholarships?
• How many of our gifts supporting endowed funds have been made by foundations over the last three years?
• What is the total dollar amount we have raised over five years in gifts of less than $25,000?

To learn more about Clarity, take a look at our help center's dedicated collection of articles! For any other questions, reach out to genius@evertrue.com.

To learn more about getting started with EverTrue, take a look at our help center's collection of dedicated articles! For any other questions, reach out to genius@evertrue.com.

To dive deeper into learning about the EverTrue platform, take a look at our help center's collection of articles, EverTrue Basics! For any other questions, reach out to genius@evertrue.com

To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Constituent Profiles! For any other questions, reach out to genius@evertrue.com.

To dive deeper into this feature, take a look at our dedicated help article, All About: Filters. For any other questions, reach out to genius@evertrue.com.

To dive deeper into this feature, take a look at our help center's collection of articles devoted to using our Facebook Integration! For any other questions, reach out to genius@evertrue.com.

To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Interactions! For any other questions, reach out to genius@evertrue.com.

To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Portfolios! For any other questions, reach out to genius@evertrue.com.

To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Trips & Meetings! For any other questions, reach out to genius@evertrue.com.

To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Windfall! For any other questions, reach out to genius@evertrue.com.

To dive deeper into EverTrue Integrations, take a look at our help center's collection of Add-Ons and Integrations articles! For any other questions, reach out to genius@evertrue.com.

To dive deeper into these opportunities to collaborate with your teammates using EverTrue, take a look at our dedicated articles:

• Collaborating on Lists
• Sharing a Saved Search
• Using EverTrue Comments
• Collaborating on Trips

For any other questions, reach out to genius@evertrue.com.

To dive deeper into this feature, take a look at our help center's collection of articles devoted to using Launchpad! For any other questions, reach out to genius@evertrue.com.

Getting started with EverTrue and not sure where to begin? Jump into a pre-recorded Walkthrough Training for step-by-step guidance on how to use EverTrue. This training is for all levels and package tiers - we've designed it to be helpful for any and all all customers who are just starting their journey with us. 

In this webinar, we’ll explore how to navigate the EverTrue interface and understand concepts like saved searches, lists, how to set up trips & meetings, and more!

We also have a slide deck that walks you through the process even further, feel free to download!

Check out our Constituent File Guide for more information!

Check out our Gift Transaction File Guide to learn more!