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The Major Giving Layer displays viewports containing information relevant to your Major Giving Campaign. Users can customize their Dashboard, choosing from a catalog of viewports, by clicking the edit button in the upper right corner of each viewport. The viewports have several features to note:

  • Viewport Toggle – This feature allows you to change the variable that is being graphed over the same period. A common example is selection of "Primary" or "Non-Primary" assignments.
  • Fiscal Year – This feature allows you to change the fiscal year that is being displayed in the viewport. You are able to select up to the previous 5 fiscal years.
  • Graph Dwell Reveal – This feature will provide you with the actual count within a section of a graph. This roll-over feature will disappear when you are no longer dwelling on the section.
  • Drill Down – When you click on a column section, this feature will display the people who are related to that section. This table is column-sortable and exportable to Excel as a .csv file.

*Data displayed in each of the viewports is drawn from internal and external data sources.

 

Please review the following sections for more information on the Tabs and Viewports included in this layer: