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).

Your Signal Task Tracker 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.

To learn more about this dashboard, take a look at our dedicated help article, Using Your Signal Task Tracker 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!