With actions, fundraisers can track the interactions and tasks required to cultivate their relationships with constituents. To quickly assess the overall activity of your organization's fundraisers, select Fundraising, Analyze or Reporting, Actions for a dashboard of key metrics. For effective relationship management, use this analysis to track the completion of actions and inform your next steps.
Tip: To view the Actions dashboard in Fundraising, Reporting, select Add , Actions, Open.
For a quick snapshot of your overall activity, you can view how many actions meet the filters — and pertinent statistics about those interactions and tasks — under Action overview. For more information about these stats, see Action Overview Analysis.
Under Actions by fundraiser, you can quickly compare how many actions each fundraiser manages. With this information, you can easily compare workloads and identify which action categories each fundraiser prefers.
To help describe actions, your organization can configure — in the database view — additional types based on action categories. For example, for a category of Mailing, you may set up types of Birthday and Inquiry. Under Actions by type, you can compare how many actions of each type meet the filters. With this information, you can identify which types of actions your fundraisers use most and which to use more of (or remove altogether). For more information, see Action Category and Type Analysis.
To cultivate relationships and emotional connections with donors, we recommend high-value personal interactions such as phone calls and face-to-face meetings. Under Valuable actions, you can track your fundraisers' phone calls and meetings over time to ensure personal interactions with your constituents. For more information, see High-Value Actions Analysis.
To track the channel used for an interaction — such as Email or Phone call — or the intent of an action, you track its category. Under Actions by category, you can compare how many actions of each category meet the filters. With this information, you can identify which channels fundraisers prefer and why fundraisers use actions. For more information, see Action Category and Type Analysis.
To gauge the progress of your fundraisers' actions, you can compare how many are completed to those past their due date — based on the filters — under Actions by status. For more information, see Action Status Analysis.
Tip: By default, the metrics under Actions include all actions. To include only actions that meet specific criteria, such as by their assigned fundraiser or status, use the filters. For more information, see Actions Analysis Filters.
Tip: To view a list of records included in the number-crunching, select the total or metric. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.
For deeper analysis of a fund, select its name to open its record. For more information, see Fund Records.
To easily apply frequently-used filters to the dashboard, select the filter criteria and then save their view for your personal reuse. For more information, see Saved Views of Dashboards.
To review the dashboard offline, download it as a PDF, or automatically receive a PDF as an email on a regular basis. For more information, see PDFs or Spreadsheets of Dashboards.
Note: Hang tight! It may take up to three hours for Analyze metrics to update based on new or edited information.