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.

The Fundraiser performance tile calculates fundraiser credit this year based on the fundraiser data as seen in Query, Gift lists, and Work center Gifts.

  • In Work center, select Change fundraiser, then filter to the person whose gifts you want to view.

  • Select Columns, then choose Credited to, and select Apply changes to display who's receiving credit for each constituent donation.

To view only the gifts credited to a specific fundraiser, use filters on the gift list in Work center.

  • From Work center, select Filters and on Gift basics, select Fundraisers to add the fundraiser filter to the page.

  • Select Fundraisers, Credited to, then choose your fundraiser to filter the list of gifts. When you apply the changes, the list of gifts counting towards the Fundraiser performance total will appear.

    For further analysis, you can export the list of gifts.

Note: The following gift types are not included in the goal totals: pledge, write offs, matching gift pledges, adjustments, recurring gifts, GL reversals, amendments, planned gifts, and gifts without fundraiser credit.

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 Is a solicitor.

  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 can verify the goal is updated on the tile.