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).

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Clarity’s Signal Activity dashboard leverages imported interaction data alongside Signal Cadences and Collaborative Tasks data to deliver detailed insights into your organization’s outreach efforts. This dashboard is an essential tool for your fundraising team, enabling them to analyze weekly performance, monitor progress towards goals, and visualize how their outreach actions result in meaningful donor connections. By illustrating the impact of these efforts, the Signal Activity dashboard helps drive continued action that fosters stronger relationships with your donors.

Additionally, the dashboard includes benchmarking metrics that allow your team to easily compare their actions against the average actions taken by all Signal users. This feature provides valuable context for assessing performance and identifying areas of improvement! 

When you open the Signal Activity dashboard, you will find it divided into six views: 

1. Total Activities: Tracks the total number of donor-facing actions completed by fundraisers across all outreach methods and compares it to an average Signal benchmark. 
2. Avg Daily Activities: Tracks the average number of daily actions completed by fundraisers across all outreach methods and compares it to an average Signal benchmark. This average includes any day activity occurs, not just business days.
3. Added to Cadence: Tracks the number of constituents added to a cadence, and compares it to an average Signal benchmark. 
4. Outreach Method: Tracks the number of actions taken by all fundraisers for each outreach method and compares these to average Signal benchmarks. A donut chart illustrating outreach percentages for the chosen timeframe is also included.
5. Activities by Week: Tracks the week-to-week totals of donor-facing actions completed by fundraisers across all outreach methods.
6. Fundraiser Activities: Tracks the number of actions taken by individual fundraisers, organized by highest to lowest activity count. 

Below, we’ll take a closer look at the filters you can use to customize the data in these views. Then, we’ll focus on an example of how to use the dashboard to track team activity and benchmark this against average Signal activity. Let’s get started!

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Video Overview: Meet Your Signal Activity Dashboard

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Available Dashboard Filters

You can customize the Signal Activity dashboard’s data using the following filters: 

• Start Date: Filter to fundraiser actions that took place after the selected date. This filter defaults to the first date of the current month, minus two months (e.g., if today is 8/27/24, Start Date defaults to 6/1/24).
• End Date: Filter to fundraiser actions that took place before the selected date. This filter defaults to the current date.
• Activity: Filter to only Donor Experience Officer (DXO) actions (“Only DXOs”) or to all other fundraiser actions (“Non-DXOs”). Use the default option “All” to include both DXO and other fundraiser actions in your dashboard views.
• Fundraiser: Filter to fundraiser actions matching the selected fundraiser name(s). 
• Cadence Adds: Filter the data in your Added to Cadence view to show only the entries matching the selected cadence type(s) (e.g., “Qualification,” “Cultivation,” “Solicitation”).

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Use Case: Tracking and Benchmarking Team Outreach Activity

Your dashboard views are interactive, made up of clickable and hoverable elements that enable thorough data analysis. Together, dashboard views and filters allow for endless experimentation, customization, and creativity. Below, we will focus on one way you can strategically use the Signal Activity dashboard, but we encourage you to spend time playing around with the dashboard in your own time! 

Use case: How can I track overall outreach activity for the fundraisers I manage, and then compare a specific week’s meeting activity to that of an average Signal user?

Step 1. Apply Your Filters

Start by applying filters to your dashboard by clicking the Filter button in the top-right corner. You can adjust as many filters as you’d like! For this example, we will only change the Fundraiser filter to narrow down the fundraisers data reflected in our views. Click the filter’s dropdown and unselect “All” from the available options to start with a clean slate. Next, select the names of the fundraisers you manage to include their data, then click Apply. The dashboard will dynamically update to match your selections. Click Filter once more to close the dashboard’s filters.

Step 2. Review Total, Average, and Cadence Add Activity

Look to the dashboard’s Total Activities view to see a count of your team’s overall Signal outreach actions for the selected time frame. Tracked outreach includes meetings, emails, phone calls, LinkedIn, and texts. Next, focus on the Avg Daily Activities view for a snapshot of their daily outreach average for the same period. Finally, review the Added to Cadence view to see the number of constituents they’ve added to cadences during that time frame.   

Step 3. Track Weekly Activity Progress 

After reviewing your team’s overall activity, shift your focus to the Activities by Week view. Here, you’ll find a line graph that tracks week-to-week Signal outreach activity.

Step 4. Click a Line Graph Data Point

When you hover over the Activities by Week line graph, dots representing weekly activity data will appear. Click on one of these data points to narrow down your dashboard views to display activity for that individual week. In the screenshot below, you can see how dashboard details have changed after selecting a specific week!

Note: You can also use the Filter button’s Start Date and End Date filters to segment to activity for a specific week!

Step 5. Review Meeting Outreach Activity

Now that you’ve focused on a single week’s activity, review the Meetings count found in your dashboard’s Outreach Method view. Beneath this count, you’ll find a benchmark representing the average number of meetings logged by all Signal users during the same time period.

Step 6. Review Individual Fundraiser Activity

To see the number of outreach actions logged by each fundraiser on your team for the selected week, check the Fundraiser Activities view. Here, you’ll find bar charts representing each fundraiser’s overall outreach activity, with a Meetings count displayed next to each fundraiser’s name. Fundraisers are organized by highest to lowest activity count.

Step 7. Select a Fundraiser Name

Each fundraiser name in this view is clickable. Selecting one narrows down the focus of the entire dashboard to that individual. Click on a name to see all dashboard views adjust to show that fundraiser’s activity for the selected week. This allows you to do things like drill into their total actions and review a detailed breakdown of their outreach methods!

That’s just one of the countless ways you can use the Signal Activity dashboard to maximize your Signal outreach data! Let us know how you’re using it!

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