About the Summary Page

Each constituent profile has a Summary page that shows you key facts about the constituent's relationship with your organization.

In the Giving Summary section, view a graph of the constituent's donation levels over the past ten years. To select which type of transactions to view, click the filters. To see the amount for that year, point to data points on the graph. Below the graph, see important data for the transaction types you chose. Click a link to go to that particular transaction.

The Giving Summary graph shows revenue transactions and raised transactions plus soft credits. If you deselect Soft Credits, the raised transactions appear as a solid blue line.

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?

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, in order to deliver a quality indicator of potential giving. The levels include Cold, Cool, Warm, Hot, and On Fire! See DonorSearch Basics for more information.

The Recent Timeline Activity section shows the ten most recent entries on the constituent's timeline. To view all activities for this constituent, click Go To Timeline.

The Relationships section shows all of the constituent's relationships. Click a relationship to view the account for that constituent.