Fundraiser Performance Tile

To view key fundraiser information, such as the amount of credit received in the current year, the percentage of portfolio with current major gifts, and high-value actions needing attention, the Fundraiser performance tile offers a concise summary of these insights. To quickly assess progress towards goals, understand the impact of major gifts, and identify critical strategies requiring focus, use the insights to optimize your fundraising activities.

Note: The following gift types are not included in the goal totals: pledge, write offs, matching gift pledges, adjustments, recurring gifts, GL reversals, amendments, and planned gifts.

When you set up the Fundraiser performance tile, if you select Fiscal year for the Major gift criteria, the fiscal year dates are defined by your organization. The fiscal year dates are set within database view under Configuration, General.

Adjust the goal for a fundraiser

After you update the goal, the data may take a few minutes to refresh.

1. Log in to the database view.

2. Open the constituent record that is marked as a solicitor.

3. On the Bio 1 tab, under This constituent, select Details next to the Is a solicitor checkbox.

4. Select to add a New Goal or edit the existing goal.

5. Select OK.

6. Later, when you return to the Home page, you canverify the goal is updated on the tile.