What's the Annual Fund Dashboard Layer?

The Major Giving Dashboard 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. These 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 "dollars" or "donors".
• 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.
• Donor Acquisition and Retention Reporting – We identify donors in one of three categories:
  • Acquired Donors have not donated in 5 years, but have donated this year.
  • Reactivated Donors didn't donate last year, but have donated in the last 5 years.
  • Retained Donors donated last year and have now donated this year.
• Integrated EVI and PDI Performance Reporting – These performance viewports show how your highest value (EVI) and highest donor probability (PDI) are actually performing. You can click into the underlined links to see the prospects who are in a particular category. Data displayed in each of the viewports is drawn from internal and external data sources.