Sprint 21 Release

New Features

These data stewardship features are operational across all integrations, including:

Profile

TrueGivers created a Profile! This provides a summary of individual and household data enhancement attributes (demographics) identified during update processing. You can access the Profile by clicking the button located at the top of your data stewardship dashboard.

profile button
Click the Profile button to navigate to your Profile and see attribute details.

The Profile helps you visualize your enhancement data, and it supports attribute analysis. Each attribute is accompanied by a set of graphs that plot the distribution of records that matched to the attribute values. If you refer to the example below, you'll see the distribution of values for the Market Value Range attribute. We also report the % of Missing Values, which corresponds to the number of null values returned for that attribute.

Market Value Profile Attribute
The Profile helps you visualize your enhancement data, and it supports attribute analysis. Here's an example Market Value Range.

TrueGivers currently includes the following attributes on your Profile:

  • Age
  • Business Owner
  • Heritage
  • Home Owner
  • Income Decile
  • Market Value Range
  • Net Worth Decile
  • Religion

Improvements

Synchronize Summary Card Counts

TrueGivers improved how we count records in the Synchronize Summary cards

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