All About: Clarity

Note: Clarity is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM).


What is Clarity?

Clarity is EverTrue’s solution for high-powered fundraising analytics. The feature offers a range of customizable, Tableau-powered dashboards designed to maximize your team’s prospecting potential! With these dashboards, you can quickly access and interpret data to easily identify target prospects, track success, and grow giving. This data is updated daily, ensuring dashboards remain fresh and reflect your team’s most recent data sync. 

Whether you're a Gift Officer tracking progress on moving prospects forward, working in Annual Giving and in need of real-time reporting answers, or part of Prospect Management analyzing the health of your major gift portfolios, Clarity is built to work for you. The dashboards that make up Clarity provide insights that support strategic decision-making for every fundraising role.

Below, we will take a look at the dashboards you will encounter when logging into Signal by EverTrue and navigating to your Clarity tab. Let’s get started! 


Available Clarity Dashboards

Touchpoints by Channel

Clarity’s Touchpoints by Channel 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. Learn more about this dashboard in our article, Using Your Touchpoints by Channel Dashboard

In addition to Signal Cadences data, this dashboard is powered by the following imported data:

  • Interaction File: Interaction ID, EverTrue Interaction ID, Type.
  • Portfolio Assignment File: Team Name, Prospect ID, Solicitor ID. 

Top Prospects 

Clarity’s Top Prospects dashboard highlights your top prospects, indicating those who have not yet been contacted. It uses data such as the Donor Potential Score (DPS) and capacity scores to identify the highest-value prospects that could benefit from a touchpoint. Get ready to crush your outreach and solicitation goals using these insights! Learn more about this dashboard in our article, Using Your Top Prospects Dashboard.

In addition to DPS and other capacity data, this dashboard is powered by the following imported data:

  • Constituent File: Unique Record ID, First Name, Last Name, Household ID, Constituency, Solicitation Codes, Email, Phone Number, Capacity Value.
  • Interaction File: Interaction ID, EverTrue Interaction ID.
  • Portfolio Assignment File: Team Name, Prospect ID, Solicitor ID.
  • Gift Transaction File: Gift ID, Donor Constituent ID, Gift Amount, Gift Date.

Signal Task Tracker 

Clarity’s Signal Task Tracker dashboard illustrates task and cadence step progress. You’ll have visibility into upcoming, complete, and overdue tasks, and can track individual solicitor performance and overall cadence progress. These insights make it easier to gauge performance, and drive future action! Learn more about this dashboard in our article, Using Your Signal Task Tracker Dashboard.

In addition to Signal Cadences and Collaborative Tasks data, this dashboard is powered by the following imported data:

  • Constituent File: Unique Record ID, First Name, Last Name.
  • Portfolio Assignment File: Team Name, Prospect ID, Solicitor ID. 

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

Was this article helpful?

Reply

null

Content aside

  • 2 mths agoLast active
  • 113Views
  • 1 Following