Update annual giving thermometer from uploaded CSV file
Update annual giving thermometer from uploaded CSV file
Your giving thermometer CSVs often arrive unprocessed, leaving campaign totals stale and delaying donor outreach. Campaign managers see updated totals and can act before weekly reports.
Overview
Stale thermometer files slow down reporting and donor touch plans, leaving campaign managers without current figures. This workflow turns qualifying CSV uploads into refreshed totals so managers and development staff have accurate numbers within minutes and can act before weekly reports.