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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?…
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Using Your Signal Top Prospects Dashboard
Note: Clarity’s Signal Top Prospects 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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Navigating Your Clarity Dashboards
Note: Clarity is a feature of Signal by EverTrue. If you have questions about Signal, please reach out to your Customer Success Manager (CSM). Let’s explore the features you’ll find in your Clarity…
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Using 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).…
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Using 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).…
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Using 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).…
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Meet Your Portfolio Engagement Dashboard
Your Portfolio Engagement 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…
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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…
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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.…
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Meet Your Fundraising Analytics Dashboard
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:…
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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).…
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Meet Your Signal Top Prospects Dashboard
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).…
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Meet Your Annual Giving Level Progression Dashboard
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…
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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).…
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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).…
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Meet Your Signal Top Prospects Dashboard
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).…
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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).…
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Meet Your Donors by Fiscal Year and Month Dashboard
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.…
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Meet Your Annual Giving Summary Dashboard
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.…
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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).…
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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).…
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Meet Your Signal DXO Meetings and Asks Dashboard
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).…
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Meet Your Signal Influence Dollars Dashboard
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).…
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Meet Your Signal Influence Dollars Dashboard
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).…
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Meet Your Signal DXO Meetings and Asks Dashboard
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).…
