Utilizing the RFM Score
What is RFM? RFM (Recency, Frequency, Money) is a calculation frequently used by WealthEngine clients who collect donations: advocacy, education, and h...
Wed, 4 Dec, 2024 at 8:27 AM
You will need to complete a screening before the RFM score can be completed, in addition your screening file must contain your organizations giving history....
Wed, 4 Dec, 2024 at 10:12 AM
The Giving vs Capacity report can be located within the Analyze tool, you do not need to calculate the RFM score before completing the analysis. This report...
Wed, 4 Dec, 2024 at 10:05 AM