Analyze action status

Compare how many actions are open, marked as complete, or past their due dates from Analysis, Fundraising dashboards, Actions, Actions by status.

Completed actions

View the number of actions marked as complete with the Completed amount. Plan follow-up actions to continue building relationships with constituents.

Past due actions

View the number of actions past their due date and not marked as complete with the Past due amount. To keep constituent engaged, determine why these tasks or interactions stalled and prioritize their completion.

Tip: To view a list of actions with a specific status, select its bar in the chart. For further analysis, select Create list to open the list, where you can apply filters, choose columns, and save for future use. For more information, see Lists.

Note: The Actions by status metric tracks actions by their default completion statuses. To match your workflow, your organization can use custom status codes to track actions. For more information, see Action statuses.