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Filtering Your Scorecard to Your Area of Focus

Updated

Summary: Filter your Scorecard to focus on the metrics most relevant to your role, such as major giving or broad-based fundraising.

Applies to: All Avid users with Scorecard access.

Prerequisites: An active Avid account with Scorecard enabled.

Get the insights that matter most to you

One of the most powerful features of the Avid Scorecard is the ability to filter your results down to what matters most to your role.

Whether you're a Chief Development Officer, a Major Gift Officer, or another key team member, customizing your Scorecard ensures you're making data-driven decisions with the most relevant information.

Why filtering matters

  • For Leadership: If you’re a Chief Development Officer, you likely want to see the full picture of your program’s health—no filters needed—so that your strategy isn’t skewed by a subset of your data.
  • For Major Gift Officers: If your focus is major giving, you don’t want your personal Scorecard influenced by broad-based giving trends. Instead, you need a clear view of the major giving program’s health.

Finding Your Scorecard Filters

Method 1: Adjust settings from your profile

  1. Navigate to My Account.
  2. Click Edit Profile.
  3. Select the Scorecard tab.
  4. Apply filters that align with your focus.

Method 2: Adjust settings from the Scorecard page

  1. Scroll to the bottom of your Scorecard.
  2. Click on “Would you like to limit the data in the Scorecard? Adjust your settings here.”
  3. This will take you to the User Settings page.
  4. Click into the Scorecard section and start applying filters.

Setting Your Filters

Let's look at an example of how you might filter your scorecard if you’re a Major Gift Officer and want to focus specifically on major donors.

  1. Go to the Scorecard Settings page.
  2. Click into Columns—this provides access to every available data point inside Avid.
  3. Locate Giving Summary and select Giving Level.
  4. Set Giving Level = Major Donors.
    • You can also include mid-level donors or other giving levels if needed.
  5. Hit Save to apply the filter.

The filters give you the option to focus your scorecard using any of the available columns of data that you have connected to Avid. Customize your scorecard to your needs to give yourself the best insights to help you improve your area of the fundraising program.

See the Difference in Your Scorecard

Once you save your filters and navigate back to your Scorecard, you’ll notice that all the charts adjust accordingly. Now, the insights you see are specific to your focus area:

  • Retention rates will reflect major donors.
  • Acquisition trends will be tailored to major giving.
  • Reactivation and upgrade trends will be specific to your segment.

Next steps

Customize your Scorecard filters to surface the most relevant insights for your role. Navigate to your Scorecard settings and apply filters that match your area of focus.

 

Ready to Keep Learning? Check out the next article on Benchmarks: Adding Context to Your Data »

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