Did you know GivingDNA can show you portfolio performance, retention rate, average gift, and if donors' gifts are growing or shrinking?
Tracking portfolio performance is vital to ensuring revenue goals are being met and donor engagement is actively occurring. Last month we shared how to create a portfolio. Portfolios are not just visible on the “home portfolio page” but are viewable on the giving dashboard.
Watch this video below to see all the insights you can view once your portfolios are set up.
PS. Next month’s topic will discuss how you can get a snapshot of the entire teams' portfolio and year-to-date progress.
If you're interested in learning more, reach out to your success manager today or contact us at support@givingdna.com
