<p>Your <strong>Portfolio Engagement</strong>&nbsp;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.&nbsp;</p> <p>To learn more about Clarity, take a look at our help center's <a href="/category/clarity" rel="nofollow noopener noreferrer">dedicated collection of articles</a>! For any other questions, reach out to <a rev="auto" rel="nofollow noopener noreferrer" href="mailto:genius@evertrue.com">genius@evertrue.com</a>.</p>…

<p>Your <strong>Portfolio Contacts</strong>&nbsp;dashboard&nbsp;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.&nbsp;</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>…

<p>Your <strong>Proposal Pipeline</strong>&nbsp;dashboard&nbsp;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 <strong>Action Required?</strong> 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).</p> <p>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 <strong>Totals</strong> 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.</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>…

<p>Your <strong>Fundraising Analytics</strong>&nbsp;dashboard&nbsp;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:</p> <ul> <li>Over the past 10 years, what is the average amount of money we have raised for athletics scholarships?</li> <li>How many of our gifts supporting endowed funds have been made by foundations over the last three years?</li> <li>What is the total dollar amount we have raised over five years in gifts of less than $25,000?</li> </ul> <p>To&nbsp;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>…

<p>Your <strong>Annual Giving Summary</strong>&nbsp;dashboard&nbsp;shows donors, dollars, and number of donations, along with the giving levels, velocity, and channels for all individual constituent types. It can be filtered by program area, timeframe, constituent type, and whether the donors are retained or lapsed.</p> <p>To&nbsp;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>…

<p>Your <strong>Annual Giving Level Progression</strong>&nbsp;dashboard&nbsp;is designed primarily for Annual Giving Officers, their managers, and Advancement Services teams. It shows whether your current year’s donors have upgraded, downgraded, or maintained the same level of giving compared to their most recent prior year of giving. The data in the report looks back 12 years, so donors whose most recent gift was further back are essentially treated as new donors, as they would be in a typical annual giving program.</p> <p>This dashboard helps you see the overall health of your giving pipeline at a glance, giving you a window into whether donors are generally increasing, decreasing, or steadying their giving. Each box in the dashboard grid shows a number corresponding to the number of donors whose giving this year, compared with their most recent prior year, has moved from the amount found in the Y axis (horizontal) to the amount found in the X axis (vertical). You can click on any box in the grid to reveal the specific donors being counted, and from there, you can investigate further by clicking on the <strong>View in EverTrue</strong> link next to each donor’s name.</p> <p>To&nbsp;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>…

<p>Your <strong>Donors by Fiscal Year and Month</strong>&nbsp;dashboard&nbsp;is primarily designed for Annual Giving Officers, their managers, and anyone concerned about keeping donor participation on track. It visually represents the number of donors (headcount) weekly and month-by-month. It can be filtered by constituent type, channel, and academic unit.</p> <p>To&nbsp;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>…

<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>…

<p style="text-align:start"><em><strong>Note</strong>: Clarity’s <b>Signal Activity YOY&nbsp;</b>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 <b>Signal Activity YOY&nbsp;</b>dashboard offers detailed&nbsp;insight into your 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>…

<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>…

<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>…

<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 style="text-align:start">Your&nbsp;<strong>Signal Influence Dollars</strong>&nbsp;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.</p> <p style="text-align:start">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 style="text-align:start">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>…

<p style="text-align:start"><em><strong>Note</strong>: Clarity’s&nbsp;<strong>Signal</strong>&nbsp;DXO Meetings and Asks&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 style="text-align:start">Your&nbsp;<strong>Signal DXO Meetings and Asks</strong>&nbsp;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 style="text-align:start">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 style="text-align:start">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>…