If your organization is considering using Metrix, it may be helpful to know what Metrix can do for your organization's development director. Here are some of the major features related to development/fundraising.
Pledges and payments
When a donor makes a pledge, you can track that pledge in Metrix. You can store basic information like the amount, date, and type of pledge, but you can also track whether the the pledge is restricted, what fund or account it is associated with, and a variety of other detailed information.
Once you've added a pledge to Metrix, you can use Metrix to keep track of payments made against that pledge.
Metrix allows you to quickly search and sort through all your pledges, filtering by donor, source, amount, date, and so on. Metrix makes it easy to get summary information quickly. For example, it just takes a moment to find all pledges made in the last month or the most recent fiscal year.
Metrix helps you assemble a list of people you want to invite to your next fundraising event. You can track RSVPs, number of guests, and so on. You can then use Metrix to keep track of the funds raised at the event, whether through ticket sales, donations, or any other source.
Metrix makes it easy to build mailing lists for your fundraising appeals. Whether you want to send out an email or do a traditional mail merge, Metrix can help you quickly search and sort your contacts to target a narrow or broad range of people and organizations. You can use Metrix to track when you sent the communication, and what pledges resulted from the communication.
When it is time to send another fundraising appeal, you can easily add the recipients from a previous communication to the new one.
Metrix allows you to quickly see how successful a given communication was. Metrix provides a summary of all your communications, so you can quickly filter them to see, for example, how much money was raised by communications of a certain type, or communications sent within a given time period.
If you are a membership organization, Metrix makes it easy to track how much money has been raised through memberships. Metrix allows you to specify membership levels, too, so you can quickly find out how many members you have at each level, the status of paid memberships, and so on.
Metrix provides many features for development directors, but if your organization needs additional features, Metrix can be customized to meet those needs. Contact the Metrix team to learn more.