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, Collaborative Tasks, and outreach 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! 

Below, we’ll take a closer look at the views and filters you can use to analyze and customize this dashboard’s data. 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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Dashboard Views

When you open the Signal Activity dashboard, you’ll see six views: 

1. Total Activities: Tracks the total number of donor-facing actions completed by solicitors 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 solicitors 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 solicitors 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 solicitors across all outreach methods.
6. Solicitor Activities: Tracks the number of actions taken by individual solicitors, organized by highest to lowest activity count. 

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Dashboard Filters

Customize your dashboard’s data with the following filters: 

• Start Date: Filter to solicitor 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 solicitor actions that took place before the selected date. This filter defaults to yesterday’s  date (e.g., if today is 3/25/25, End Date defaults to 3/24/25). 
• Activity: Filter to only Donor Experience Officer (DXO) actions (“Only DXOs”) or to all other solicitor actions (“Non-DXOs”). Use the default option “All” to include both DXO and other solicitor actions in your dashboard views.
• Solicitors: Filter to solicitor actions matching the selected solicitor 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 solicitors I manage, and then compare a specific week’s phone activity to that of an average Signal user?

Step 1. Apply Your Filters

Start 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 Solicitor filter to narrow down the solicitor data reflected in our views. Click the filter’s dropdown and unselect “All” from the available options to start with a clean slate. Then, select the names of the solicitors you manage and 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 at 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 

Shift your focus to the Activities by Week view to see a line graph tracking week-to-week Signal outreach activity. 

Step 4. Click a Line Graph Data Point

Hover over Activities by Week data points to see specific week details. Click on an individual data point to filter the entire dashboard and focus on only activity for that week. 

In the screenshot below, you can see how dashboard details 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 Phone Outreach Activity

Once you filter the dashboard to a single week, review the Phone count in your Outreach Method view. Beneath this count is a benchmark representing the average number of calls logged by all Signal users during the same time period.

Note: If Signal Phone is enabled for your organization and solicitors have verified their Custom Caller ID Number, phone outreach activity will track calls placed through both the desktop app and the EverTrue iOS app. 

Step 6. Review Individual Solicitor Activity

In the Solicitor Activities view, you can see the number of outreach actions logged by each solicitor on your team for the selected week. This view includes a Meeting count next to each solicitor’s name, and bar charts representing each solicitor’s overall outreach activity. Solicitors are organized by highest to lowest activity count. 

Step 7. Select a Solicitor Name

Click on an individual solicitor name to filter the entire dashboard and focus on only their activity during 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.