Videos: Clarity Dashboards - Tutorials

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). <hr> The Portfolio Engagement dashboard helps you evaluate the recency of engagement with all managed prospects on your team. You can use it to identify prospects who have never been engaged, see how team members are doing at proactively managing their assigned prospects, and identify and prioritize the prospects who may need more attention. It also allows you to quickly move the under-engaged prospects into a Signal Cadence so you can quickly reach out to prospects in need of a touchpoint. <hr> <h2>Video Overview: Portfolio Engagement</h2>   <a href="/topic/edit/x2yt34h?wvideo=07dwpuoi0d" rel="nofollow noopener noreferrer"><img alt="" src="https://embed-ssl.wistia.com/deliveries/996f35f7793546f3630afd7e91cbb8328bdffe71.jpg?image_play_button_size=2x&image_crop_resized=960x540&image_play_button_rounded=1&image_play_button_color=242436e0" style=""></a> <hr> <h2>Dashboard Metrics</h2> When you open the Portfolio Engagement dashboard, you will find toggle buttons representing two metrics in the upper left corner of the screen. <ol> <li>Percent vs. Count: This button will allow you to choose whether you want to see the engagement data represented as percentages or counts. </li> <li>Team vs. Solicitor:  The Team button will summarize all portfolio engagement activity across the entire team, while the Solicitor button will display all portfolio managers along with their own portfolio engagement statistics.</li> </ol> <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/d21eb267-5b56-41d4-b4c5-855e330e5366/h/547.png" style="" width="2102"> <hr> <h2>Dashboard Views</h2> The Portfolio Engagement dashboard has two views: <ol> <li>Assigned Prospects:  The Assigned Prospects view shows the proportion of assigned prospects who either have or have not been contacted within the dashboard timeframe along with those who have never been contacted.</li> <li>Most Recent Contact by Capacity: This view displays all of the most recent contact activity with every assigned prospect broken out by two data points:  gift capacity on the X axis, and the date of last contact on the Y axis.</li> </ol> Note that the Summary and Detail toggle buttons in the upper right corner will allow you to switch from a summary of all contact activity to details that let you hover over the graphic elements to reveal the specific names of the prospects represented.  <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/0ae3a31d-ccff-4318-92d6-e599630784db/h/547.png" style="" width="2112">   <hr> <h2>Dashboard Filters</h2> Customize your dashboard view using the following filters:  <ul> <li>Definition: Choose between Any Contact, which will show the most recent interaction of any kind, and Substantive Only, which will only show the most recent interaction that is either marked "Substantive" or that is an in-person or virtual meeting.</li> <li>Months: Use this to type in the number of months by which you would like to see prospects have a recent interaction. For example, to see what portion of assigned prospects have had an interaction in the last 12 months, type a "12" in this filter.</li> <li>Stage: Use this to restrict the dashboard to only show prospects in specific stages.</li> <li>Team:  Use this filter to limit the dashboard results to a specific fundraising team, such as Leadership Giving.</li> <li>Capacity Score:  Use this to restrict the dashboard to only show prospects of specified capacity ranges.</li> <li>Primary Solicitor?:  Choose Has Primary to only show the most recent date of engagement by the prospect's primary relationship manager. Likewise, No Primary will show the most recent date of contact by someone other than the prospect's primary manager. To see whatever contact is most recent, choose All.</li> </ul> <img alt="" class="fb-img" src="https://s3-us-west-2.amazonaws.com/media.forumbee.com/i/cd24f976-e8ff-4c7b-bb25-696797dba49f/h/547.png" style="" width="2090">   <hr>…

Meet Your Portfolio Contacts Dashboard

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 <a href="/category/clarity" rel="nofollow noopener noreferrer">dedicated collection of articles</a>! For any other questions, reach out to <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

Meet Your Proposal Pipeline Dashboard

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 <a href="/category/clarity" rel="nofollow noopener noreferrer">dedicated collection of articles</a>! For any other questions, reach out to <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

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: <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> 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 href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

Your Annual Giving Summary dashboard 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. 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 href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

Your Annual Giving Level Progression dashboard 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. 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 View in EverTrue link next to each donor’s name. 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 href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

Your Donors by Fiscal Year and Month dashboard 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. 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 href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

Meet 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). <hr> 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, <a href="/t/q6yml7m" rel="nofollow noopener noreferrer">Using Your Signal Task Tracker Dashboard</a>. For any other questions, reach out to <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

Meet 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). <hr> Your Signal Activity YOY dashboard offers detailed insight into your outreach efforts. Whether you’re interested in tracking the number 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. To learn more about this dashboard, take a look at our dedicated help article, <a href="/t/p8y6cn9" rel="nofollow noopener noreferrer">Using Your Signal Activity YOY Dashboard</a>. For any other questions, reach out to <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

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). <hr> 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, <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 <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

Meet 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). <hr> 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, <a href="/t/m1ytgl4" rel="nofollow noopener noreferrer">Using Your Signal Activity Dashboard</a>. For any other questions, reach out to <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

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). <hr> Your Signal Influence Dollars dashboard captures all giving influenced by Signal outreach within a user-defined timeframe. It provides a high-level summary of <a href="/t/p8yktnj/understanding-raised-and-received-dollars" rel="nofollow noopener noreferrer">total dollars raised or received</a>, 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 <a href="/category/clarity" rel="nofollow noopener noreferrer">dedicated collection of articles</a>! For any other questions, reach out to <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

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). <hr> 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 <a href="/category/clarity" rel="nofollow noopener noreferrer">dedicated collection of articles</a>! For any other questions, reach out to <a href="mailto:genius@evertrue.com" rel="nofollow noopener noreferrer">genius@evertrue.com</a>.…

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