The Executive Summary tab in the Advancement layer uses viewport graphs and tables to summarize the key performance indicators of fundraising at your college or university. It also bridges the gap for smaller advancement organizations that may have gift officers coincidentally working on Annual Giving and Major Giving efforts.
Viewport Preferences
Any changes made to Viewport preferences are saved and will appear that way the next time you return to the tab. For example, if you switched the measurement of a Viewport from Cash Dollars to Commitment Dollars, the Viewport would be set to Commitment Dollars the next time you return to the tab.
Viewport Administration
To change which Viewports appear in your six viewport windows, click the icon in the upper right corner labeled the "Edit Viewport". Then, from the window that pops up, chose the Viewport you would like to place in that position and click the Submit button at the bottom of the page.
Drill Through
Click any of the charts or links in the Viewports to see a detailed list of the records included in the report.
Please review the following sections for more information on the Viewports in this tab: