Every constituent profile in Bloomerang CRM starts with a Summary page, so you can see at a glance how someone connects with your organization.
Donor Intelligence
If the Intelligent Giving Platform is part of your subscription, the Donor Intelligence section appears on the Summary page.
In the Donor Intelligence section, you'll find:
Real-time, predictive donor intelligence scores.
Recommended actions based on donor intelligence. To capture a recommendation right away, you can click to take action.
For detailed information about donor intelligence scores and recommended actions, read About the Intelligent Giving Platform.
Giving Summary
In the Giving Summary section, view a graph of the constituent's donation levels over the past ten years.
Giving Summary Graph
To select which type of transactions to show on the graph, click one or more filters:
Revenue
Raised
Soft Credits
If you deselect Soft Credits, the raised transactions appear as a solid blue line. The graph automatically updates to show the type of transactions you selected.
To show the soft credit and revenue totals for a specific year, hover over that year on the graph.
Giving Summary Metrics
Metrics appear after the graph to give you at-a-glance information:
First Transaction (amount and date)
Latest Transaction (amount and date)
Largest Transaction (amount and date)
For each transaction type, click the link to go to that particular transaction.
These metrics also include lifetime and average amounts for the type of transaction filters you selected:
If you select the Revenue filter, Lifetime Revenue and Average Revenue also appear
If you select the Raised filter, Lifetime Raised and Average Raised also appear
If you select the Soft Credits filter, Lifetime Soft Credits and Soft Credits also appear
Engagement Level
The Engagement Level gives you an overall measurement of a constituent's current level of engagement with your organization. The score itself factors in giving history, membership, interactions with your organization, volunteer activity, and event attendance. You can use the engagement level as a measurement of a donor's overall interest in and commitment to your organization. The levels include Cold, Cool, Warm, Hot, and On Fire.
For more information about the engagement level, view How is engagement level calculated?
Generosity Score
The Generosity score shows the overall DonorSearch rating for this constituent. This unique score takes into account a wide array of information, such as wealth markers, real estate holdings, and philanthropic history, to deliver a quality indicator of potential giving. The scores are Cold, Cool, Warm, Hot, and On Fire.
For detailed information about this score, read About the Generosity Score.
Recent Activity
The Recent Activity section shows the most recent entries on the constituent's timeline. To view all activities for this constituent, click View Full Timeline. 
Relationships
The Relationships section shows all of the constituent's relationships. Click a relationship to view the account for that constituent.
