Interpret Wealth dashboards and campaign analytics

Tags: product:wealth intent:analytics intent:dashboard intent:campaign-report intent:drilldown

Go to Wealth > Analytics > School and select the desired upload from Report for. Top-level figures show constituents screened, high-net-worth constituents matched, and total estimated net worth. Charts cover net-worth ranges, NTEE codes, and wealth indicators; select a chart or row to drill into included constituents when Integrated Wealth Analytics access permits it.

Use Wealth > Analytics > Campaigns for campaign-level intersections such as gifts, matches/challenges, payment methods, donors, and affluent advocates. Donor and advocacy sections depend on Online Giving access, while VMS tables depend on Volunteer Management access.

Always identify the selected screening upload and source period before comparing two dashboards. Wealth totals are based on matched enrichment rows and should not be reconciled as if they were processed-gift dollars.