Action Overview Analysis

With actions, fundraisers can track the interactions and tasks required to cultivate their relationships with constituents. To track the overall progress of your fundraisers' tasks and interactions, you can view how many actions meet the filters under Action overview in Analysis, Fundraising dashboards, Actions. In addition to the Actions total, you can also view how many are:

To cultivate relationships and emotional connections with donors, we recommend high-value personal interactions such as phone calls and face-to-face meetings. With the High value count, you can view how many actions with a category of Phone call or Meeting meet the filters.

Tip: To analyze how your fundraisers engage constituents at a personal level, refer to the High value actions metric. For more information, see High-Value Actions Analysis.

While we recommend high-value phone calls and meetings, any interaction or activity can help cultivate a relationship! With the Low value count, you can view how many actions with categories other than Phone call or Meeting meet the filters.

Tip: For insight into how your organization engages constituents through tasks and interactions, compare this count to the High value count.

Tip: To analyze which categories of actions your fundraisers use most, refer to the Actions by category metric. For more information, see Action Category and Type Analysis.

With the Past due count, you can view how many actions — based on the filters — are past their due date and not marked as complete. To keep constituents engaged, determine why these tasks and interactions stalled out and prioritize their completion.

With the Upcoming count, you can view how many actions — based on the filters — have due dates in the future and are not yet marked as complete. To ensure timely activity, plan to complete these actions by their due dates.

With the Completed count, you can view how many actions — based on the filters — are marked as complete. Nice work! To continue to cultivate relationships with constituents, plan follow-up interactions as necessary.

Tip: To view a list of actions included in the number-crunching, select the count. For further analysis, select Create list to open the list, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.