Use Quick Stats to Track Your Fundraising and Financial Figures

As you prepare & run fall fundraising campaigns, set up your Quick Stats on your My ENTERPRISE window to track your fundraising progress and successes or your key financial figures this year. With Quick Stats, each time ENTERPRISE opens, you can immediately see data like:

  •  number of donors this fiscal year
  • number of lapsed donors
  • direct mail revenue
  • fiscal year to date revenue
  • amount of unfulfilled pledges
  • number of open batches
  • days until year end
  • and more

Go to File > Open > User Profile > My ENTERPRISE Configuration to change the Quick Stats displayed on your My ENTERPRISE window. You can display up to 10 Quick Stats and change them as often as you like. And each user can have a different set of Quick Stats to view the data that matters most to them.

If your numbers aren't updating as you'd expect, click the Refresh Quick Stats button at the top of the window. Also be sure your Quick Stat queries are referencing the correct fiscal year and fundraising initiatives. Your ENTERPRISE administrator can help update these queries and create new Quick Stats. Or contact us for assistance.

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