Panels Library Quick Reference Resource

ClearView has an extensive library of panels ready for immediate addition to any of your dashboards.  Think of a panel as a way to stay connected with real-time changes in your database, as well as a window into deeper data analysis.  Panels themselves are like mini-reports, offering a snapshot of what lies beneath each synopsis.

 

cv dashboard example

(Click to enlarge)

 

cv dashboard example 2

(Click to enlarge)

actions

Actions

favorites

Favorite Prospects

gift

Gifts

members

Memberships

horizontalchart

Opportunity Pipelines

opportunity

Opportunities

orders

Orders

message

Organization Level Messages

payments

Payments

planGiving main

Planned Giving

Prospects Added

Prospect Alerts

alerts

Prospect Notifications

Prospect Birthdays

Registrations

Reminders

RSS Feeds

 

 

Panel Type

Panels

Synopsis

Why you should use this panel ...

 Terms

Categories

Actions

 

Panel Example

actions

(Click to enlarge)

Actions - Last 30 Days

    Actions - Last 7 Days

Actions - Next 30 Days

    Actions - Next 7 Days

Actions - Today

    Actions - My Future Open Items

List actions taken or to be taken during the time period specified by the panel.

    See all of your outstanding future open actions by adding the "My Future Open Items" panel to your dashboard.
Customize the displayed information to be relevant to your responsibilities.

Sort records in an order that best meets your needs according to your purposes.

    Each row provides clickable access to further information on each record shown.

In action panels that show recent activity, quickly view current actions to assist you in meaningful planning of the most effective future actions.

    In action panels that show upcoming activity, have quick access to what is on the horizon so you may effectively manage your time surrounding pending actions.

Determine which funds and appeals are showing the most recent action, or which may need a boost in activity.

    Examine what stages of development are thriving, or which Stages are showing slower gains in actions.

Support the overall efforts of your organization by scanning an overview of all actions.

  • Action

     

  • Appeal

     

  • Fund

     

  • Prospect

     

  • Stage
    • All

 

  • Actions

 

Back to Top
Gifts

 

Panel Example

 gifts

(Click to enlarge)

 

Panel Example

  donations

 (Click to enlarge)

 

Cumulative Donations Quarterly (Fiscal)

    Cumulative Donations Monthly (Fiscal)

Cumulative Donations Weekly (Fiscal)

    Donations Quarterly (Fiscal)

Donations Monthly (Fiscal)

      Donations Weekly (Fiscal)

Gifts - Last 30 Days

    Gifts - Last 7 Days

Gifts - Today

Gifts (with Soft Credits) - Last 30 Days

Gifts (with Soft Credits)
     - Last 7 Days

Gifts (with Soft Credits) - Today

List gifts received during the previous month, week, or day.

    Customize the displayed information to be relevant to your responsibilities.

Sort records in an order that best meets your needs according to your purposes.

Chart donation totals, cumulative or noncumulative, received either quarterly, monthly, or weekly, year over year.

          Display a line graph coupled with a table automatically calculating donation sums.
    info 16For panels displaying weekly values, a week is a full seven days with Sunday as the first day of the week.  For example, January 1 - 5 in 2013 (a Tuesday thru Saturday) are all part of week one in the 2013 calendar year.  January 6 - 12 (a Sunday thru Saturday) are all part of week two in the 2013 calendar year, and so on.
    warning 16Some organizations are gift-driven, whereas others are payment focused. Depending on your organization's preferences, standard Gifts panels can actually display payment information (but never both payments and gifts). If you are unsure of what type of data your organization chooses to represent in these standard Gifts panels, consult with your ClearView administrator or contact our Client Solutions department.

    Review your organization's most recent gifts.

      Sort gifts by fund and/or appeal to analyze which efforts are gaining the most steam, or what projects need support.

    Arrange gifts by gift type for an overview of what sorts of Gifts have recently come into your organization.

      Stay connected to prospects giving records ensure that critical acknowledgements are processed.

    Evaluate trends to determine if potential opportunities arise from prospect gift activity.

    Readily visualize donation trends between the previous year and now.

      Immediately recognize donation fluctuations and react accordingly.

    Compare where you were in donations to where you are, drawing conclusions to aid in planning where you want to go.

      • Appeal

     

    • Donations

     

      • Fund 

     

      • Gifts

     

      • Gift Type

     

      • Match

     

    • Soft Credit
      • All

     

    • Gifts

     

     

     

     

    Back to Top

    Memberships

    members

     

    Panel Example

    memberships

    (Click to enlarge)

    Memberships Added by Me

      Memberships - Gift Memberships

    Memberships - Reinstated Memberships

      Memberships - Renewal Memberships

    List memberships added by you, or by membership types:  gift, reinstatement, or renewal.

      Customize the displayed information to be relevant to your responsibilities.

    Sort records in an order that best meets your needs according to your purposes.

    Review your own most recent memberships.

      Analyze membership activity specific to gift, reinstated, or renewed memberships and plan future membership campaigns accordingly.
      • Membership

     

      • Prospect

     

      • Membership - Reinstated

     

    • Membership - Renewal
      • All

     

    • Memberships

     

     

     

     

    Back to Top

    Organization Level Messages

     

    Panel Example

     messages

    (Click to enlarge)

     

    Message and Links

    List the message of the day as determined by your organization. Links are allowed on these panels.

    Be notified of important organizational updates.

      Stay immediately connected to your organization's most vital communications.
    • Messages
    • All

       

    • General

     

     

     

     

    Back to Top

    Opportunity Pipelines

     

    Panel Example

     opp pipeline panel update 7 2015

    (Click to enlarge)

     

    Opportunity Pipeline By Stage

     

    Opportunity Pipeline by Stage Type

     

    Opportunity Pipeline by Stage Associated with Me

    Display a bar graph that charts the projected value of opportunities in each stage of the pipeline.

    Examine an overview of of what stage the majority and minority of opportunities are falling within, and everything in between.

      Further analyze the data associated with the chart to make determinations on why certain stages of development are more rapidly completed, whereas why other stages may present prominent lag times in comparison.

    Make adjustments to the way stages of the pipeline are managed as necessitated by the data.

      Ensure that the significant time and resources dedicated to growing opportunities are utilized at optimal levels.

    Reflect on the effectiveness of your organization's opportunity management systems and procedures.

    • Opportunity

       

    • Pipeline

       

    • Track

       

    • Tracking

       

    • Move
    • All

       

    • Opportunities

     

     

     

     

    Back to Top

    Opportunities

     

    Panel Example

    opportunities 

    (Click to enlarge)

    Opportunities - Created Last 30 Days

      Opportunities - Created Last 7 Days

    Opportunities - Open

      Opportunities - Moved Last 30 Days

    Opportunities - Closing 90 Days

      Opportunities - Closed

    Display a list of opportunities according to parameters specified by the panel.

      Customize the displayed information to be relevant to your responsibilities.

    Sort records in an order that best meets your needs according to your purposes.

      Each row provides clickable access to further information on each record shown.

    Nurture the newest opportunities to foster relationships with donors during this critical time of making the best first impression.

      Track new opportunities with the most rapid progress down the pipeline, as well as those that are off to a slower start.

    Review open opportunities to compare those that are moving toward completion to those that may have stagnated.

      Support advancing opportunities, and make determinations on whether or not to revitalize static opportunities.

    Focus on those opportunities that have made gains down the pipeline in the past month so you may effectively support those efforts.

      Stay connected to opportunities with the greatest likelihood of reaching fruition in their closing stages.

    Look back on successful closed opportunities and pinpoint the labors that made them worthwhile endeavors; conversely, hypothesize why failed closed opportunities were not fulfilled.

    • Action

       

    • Appeal

       

    • Fund

       

    • Move

       

    • Opportunity

       

    • Pipeline

       

    • Stage

       

    • Track

       

    • Tracking
    • All

       

    • Opportunities

     

     

     

     

    Back to Top

    Orders

    orders

    Panel Example

    orders

    (Click to enlarge)

     

    Orders - Ordered Last Week

      Orders - Ordered Today

    List orders received during the previous week or day.

      Customize the displayed information to be relevant to your responsibilities.

    Sort records in an order that best meets your needs according to your purposes.

    View order records to get an overview of what merchandise is most popular, or lacking in sales.

      Plan for upcoming merchandise development accordingly.
    • Orders
      • All

     

    • Orders

     

     

     

     

    Back to Top

    Payments

     

    Panel Example

    payments

    (Click to enlarge)

     

    Payments - Last 30 Days

      Payments - Last 7 Days

    Payments - Today

    List payments received during the previous month, week, or day.

      Customize the displayed information to be relevant to your responsibilities.

    Sort records in an order that best meets your needs according to your purposes.

    View Payment records sorted by batch, fund, donor name, payment type, or by multiple other criteria that suit the reasons for your own analysis.

      Stay connected to payments received to ensure critical acknowledgements are processed.

    Adjust the way you view payment panels to make your time spent bookkeeping painless and efficient.

    • Appeal

       

    • Batch

       

    • Fund

       

    • Payment
    • All

       

    • Gifts

     

     

     

     

    Back to Top

    Planned Giving

    planGiving

     

    Panel Example

    planned giving

    (Click to enlarge)

     

    Planned Giving - Updated Last 30 Days

      Planned Giving - Updated Last 7 Days

    List planned giving records updated during the previous month or week.

      Customize the displayed information to be relevant to your responsibilities.

    Sort records in an order that best meets your needs according to your purposes.

    View a list of planned giving records that have been recently updated, and plan upcoming solicitor actions accordingly.

      • Gifts

     

      • Planned Giving

     

    • prospect
      • All

     

    • Planned Giving

     

     

     

     

    Back to Top

    Prospects Added

     

    Panel Example

     prospects added

    (Click to enlarge)

     

    Prospects - Added Last 7 Days

      Prospects - Added By Me Last 7 Days

    List prospects added in the previous week, either by anyone or only by you.

      Customize the displayed information to be relevant to your responsibilities.

    Sort records in an order that best meets your needs according to your purposes.

    Utilize prospect information from your dashboard and stay connected with the newest contributors to your organization.

      Focus on only the prospects you have personally added in the previous week, ensuring that proper care is given to each one during this fundamental stage of getting to know each other.

    Weigh your own gains in adding new prospects against those of other solicitors.

      Review new prospects added by other solicitors for possible connections to your own prospects.

    Make sure that new prospects are exposed to the essential details of your organization's worthy cause.

    • Alert

       

    • Prospect
    • All

       

    • Prospect

     

     

     

     

    Back to Top

    Prospect Notifications

    alerts

     

    Panel Example

     notifications

    (Click to enlarge)

    Prospect - Notifications

    List notifications about relevant prospect information.

      Link directly to prospect summary records.

    This internal messaging system keeps you aware of prospects who have special notices attached to their record.

      Review notifications and click directly into Prospect summary records to take future action.

    Pay special attention to notifications directed specifically toward you.

      Confirm with solicitors that notifications are being addressed in a timely manner.
    • Notification

       

    • Prospect
    • All

       

    • Prospect

     

     

     

     

    Back to Top

    Upcoming Birthdays for My Prospects

     

    Panel Example

    birthdays updated

    (Click to enlarge)

    Prospects - Birthdays

    List prospects having birthdays in the current calendar month for which you are the solicitor.

      Customize the displayed information to be relevant to your responsibilities.

    Sort records in an order that best meets your needs according to your purposes.

      Each row provides clickable access to further information on each record shown.

    Never forget a prospect's birthday - recognize birthdays for your organization's most valuable assets using this panel as a handy reminder.

      Click on any record in the panel for quick access to a prospect summary page, which includes phone number and address contact information.
    • Prospect
    • All

       

    • Prospects

     

     

     

     

    Back to Top

    Favorite Prospects

     

    Panel Example

     favorites

    (Click to enlarge)

    Prospects - My Favorites

    List prospects marked as favorites by you.

      Sort records in an order that best meets your needs according to your purposes.

    Each row provides clickable access to further information on each record shown.

    Keep those prospects that you define as "Favorites" only one click away from your dashboard.

      View prospects listed within your own predetermined groups:  for example, board members, major gift potential, event volunteers.

    Organize prospects in countless ways that most benefits your job functions, and readily sort through those groups in this panel.

      Click on any of your favorite prospects right from this panel to access prospect summary pages for your favorite donors, volunteers, board members, and more!

    Never again waste time sifting through a series of webpages to find the records that are pertinent to you.

    • Favorite

       

    • Prospect
    • All

       

    • Prospects

     

     

     

     

    Back to Top

    Registrations

     

    Panel Example

    registrations

    (Click to enlarge)

    Registrations - Last 7 Days

      Registrations - Today

    List registrations added in the previous week or day.

      Customize the displayed information to be relevant to your responsibilities.

    Sort records in an order that best meets your needs according to your purposes.

    Stay on top of events management by monitoring registration activity right from you dashboard.

      Recognize trends in which solicitors are garnering the most registrations for your organization's events.

    Immediately notice when prospects that are important to you register for upcoming events so you may further support their relationship with your organization.

      Determine which events are showing rapid registration activity, and others that may be more sluggish in participation enrollments.

    Monitor interest in premiums to determine their impact on event attendance.

      Examine which appeals are most ardently supported through event registrations.
    • Appeal

       

    • Event

       

    • Preium

       

    • Prospect

       

    • Registration
    • All

       

    • Registrations

     

     

     

     

    Back to Top

    Reminders

     

    Panel Example

     todays reminders

    (Click to enlarge)

     

    Reminders - Today

    List your own reminders on the current calendar day.

      Customize the displayed information to be relevant to your responsibilities.

    Sort records in an order that best meets your needs according to your purposes.

      Each row provides clickable access to further information on each record shown.

    Say goodbye to sticky-notes; the reminders panel gives you instant clickable access to all of your day's tasks.

      No need to fumble through to-do lists anymore; click on any record in your reminders panel for further details on actions assigned to your attention.

    As you finish each task, actions marked as completed are removed from your reminders panel to keep your workflow up-to-date and organized.

      Actions big or small will get your attention, eliminating overlooked tasks and missed opportunities.
    • Action

       

    • Prospect
    • All

       

    • Actions

     

     

     

     

    Back to Top

    RSS Feeds

     

    Panel Example

     rss feed

    (Click to enlarge)

    News Updates

    List links from a specific RSS feed customized by you.

      Customize the displayed information to be relevant to your responsibilities.

    Each link provides clickable access to further information on each story shown.

    Link RSS feeds from your favorite publications right to your dashboard.

      Stay connected to nonprofit trends, philanthropic happenings, national stories, or anything that you find of interest.

    No need to rely on multiple browser bookmarks anymore; get all of your news updates and industry highlights with a simple click from your dashboard!

    • RSS feed
    • All

       

    • General

     

     

     

     

    Back to Top

     

    glossary Icon Glossary terms:

    Dashboard, panel, prospect, Go to glossary ...

    relatedArticle 60 Related articles:

    Administration: Dashboard Administration

    Dashboard Management: About Dashboards

    Dashboard Management: About Panels

    Dashboard Management: Review other Dashboard Management articles

    Review other Dashboard Management articles

    How helpful was this article?
    {extravote 11}

     

    Leave a suggestion help 16

     

    privs 32 Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization.  If you have questions about your privilege settings, contact your administrator.


    Print