Financial Edge NXT recently updated with insight enhancements. Headlines To quickly summarize a measure's amount, similar to a key performance indicator (KPI), you can now design an insight as a headline. We recommend you use a headline to quickly track a measure at a glance, on a regular basis. To design a headline,…
When you design an insight in Analysis, you can now choose to display its data as a donut chart. A donut chart displays the data as a ring divided into slices — like, well, a doughnut — to represent each category's proportion within the whole.Similar to a pie chart, use a donut chart for general comparison, such as:*…
With Prospect Research Management, you can assign fundraisers to constituents and opportunities to help cultivate prospect relationships. You can also use statuses to track where prospects and opportunities are in your moves management and solicitation processes, respectively. To help enable custom analysis of prospects…
To help ease common analysis, you can now use these headline insights in Analysis.* Actions — The total number of interactions and tasks with constituents, not including advocacy * Constituents, active — How many constituents in your database are not marked as deceased or inactive * Constituents, all — How many…
To help ease common analysis, you can use several insights out-of-the-box in Analysis. With these new default insights, you can analyze everything from gifts and constituents to actions and, with Prospect Research Management, opportunities.* Appeal giving — How much each appeal acquires, through both received and committed…
In Analysis, you can now use new attributes with insights to analyze constituents based on details from their primary addresses, such as for location-based analysis.* Constituent address lines * Constituent city, for use with addresses in the United States, United Kingdom, or Canada * Constituent country * Constituent…
To track continuous data — such as revenue received over time — and visualize underlying patterns within the data, you can now design an insight as a stacked area chart!While similar to a line chart, a stacked area chart can help compare part-to-whole relationships, as it better shows how the attribute's characteristics…
In Analysis, you can use new measures to analyze giving amounts. Gift receipt amount. Use this measure to analyze the tax-deductible amount of giving. Typically, this is the gift amount less the value of any benefits the donor receives. By default, this measure provides the sum — or total — receipt amount of all gifts. To…
In Analysis, you can now use the new Constituent is unassigned attribute with insights to analyze whether constituents have assigned fundraiser. For example:* Apply this attribute to an insight with a constituent measure to gauge how many of them have active relationships with fundraisers. * Use this attribute as a filter…
In Analysis, you can now use new attributes with insights to analyze constituents. * Constituent is active — Whether a constituent is currently active * Constituent is deceased — Whether a constituent is marked as Deceased To analyze constituents based on whether they're marked as Inactive or Deceased, such as to focus on…
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