The Appeal Summary provides metrics for analyzing the performance of your appeals. Appeal Summary is made up of the following sections:
This is the top section of the Appeal Summary which contains the basic information about your appeal. Fields in this section can be edited if no data was provided from your institution in the nightly feed. For example, if your institution did not provide the Drop Date in the nightly feed, you are able to edit it here. Information that was provided in the nightly feed, however, is not editable. The following terms are used in this section:
If the appeal does not have any transactions related to it, you will also see a "Deactivate Appeal" button. Clicking this button will make it so that the appeal does not display in the Appeal reporting tab.
Users with permission to edit appeal information will be able to edit Type, Initiated Fiscal Year, Drop Date, Owner, Cost, and Number Solicited, with the option to upload a list of entities solicited. For any of those fields, if data has been populated via your institution's nightly data feed, that field will not be editable in FPM. For example, if your institution's nightly data feed provides the Appeal Type for half of your institution's appeals, the Appeal Type field will not be editable for the half that have an Appeal Type populated, but the other half will still be editable.
This section summarizes the appeal's overall results. The following terms are used in this section:
This section summarizes the appeal's Annual Giving results. The following terms are used in this section:
This chart displays the cumulative overall Cash dollars or donors for the appeal over time, beginning with the date of the first Cash transaction and ending with the date of the last Cash transaction (Cash includes gifts and pledge payments).
This table summarizes all of the Cash transactions related to the appeal based on which designation they funded. The School/Unit of the designation, as well as the overall Cash Dollars and Donors for each designation are displayed.