1. REALTOR® PAC Management System Aristotle 360™

2. Agenda Local Recognition Overview System Overview Custom Reports
Local Board Performance Report
Office Performance Report
State Awards Report
Major Investor Recommendation Report
Major Investor Report
President’s Circle Report
Individual Summary Report
Member Searches

3. Local Recognition Overview
Local Boards will be measured nationally against other boards within their size category.
1st, 2nd and 3rd prize granted in each category
Mega: Boards with 7,000 or more members
Large: Boards with 2,000 to 6,999 members
Medium: Boards with 500 to 1,999 members
Small: Boards with fewer than 500 members
Composite scores for each Local Board will be based on:
Participation
Major Investors
President’s Circle members

4. System Overview

5. Custom Reports Local Board Performance Report
Office Performance Report
State Awards Report
Major Investor Recommendation Report
Major Investor Report
President’s Circle Report
Individual Summary Report
Reports show information only on a local level
Reports show information for the entire state

6. Custom Reports

7. Custom Reports

8. Local Board Performance Report – Criteria Page

9. Local Board Performance Report – Detail

10. Local Board Performance Report – Detail
4290
The Detail level of this report shows all contribution types (individual & organization)

11. Local Board Performance Report – Individual

12. Local Board Performance Report – Individual
Handy Hint!
Use this report to determine the number of President’s Circle contributors
The individual level does not organization contributions
The Individual level of this report does NOT show organization contributions.
This level shows an aggregate of all contributions.

13. Local Board Performance Report – Local

14. Local Board Performance Report – Local$
$15 Rule %
Local level shows an aggregate of all individual contributions and an aggregate of organization contributions (displayed in 2 line items)
The Local Summary level gives an aggregate of individual and organization contributions (displayed in 1 line item)
Handy Hint!
Use this report along with the non-giving level of the Local Board Performance Report to increase participation

15. Local Board Performance Report – Non-Giving
This report shows you a list everyone who has not contributed in a recognition year. Information included on the list: name, NRDS ID, home/work/mobile phone numbers, office name and ID.
The Non-Giving level lists name, phone, , member type, office information and the previous recognition year’s investments.

16. Local Board Performance Report – Non-Giving
2013
This report shows you a list everyone who has not contributed in a recognition year. Information included on the list: name, NRDS ID, home/work/mobile phone numbers, office name and ID.
Handy Hint!
Sort in Excel by “Previous Year Total” or “All Time Total” to easily find investors with a history of contributing to RPAC

17. Office Performance Report
The Office level shows the office name, number of members and participation rate.
The Individual level shows each member associated with the office.

18. Office Performance Report Office Level
$15 Rule $ %
For purposes of this presentation, all columns with personal information have been removed. Included with this report is: home/mobile phone, , and address.
Handy Hint!
Sort in Excel by “Active Members” to easily find the largest offices

19. Office Performance Report
Handy Hint!
If you change the level to Individual and insert the 9-digit office ID, you will see a report listing all the members in that office, contribution amount and contact information

20. State Awards Report Sort by: Board: for State Associations
Level: Award Level Reached
Name: Alphabetical
Fundraising Tool

21. State Awards Report
2013
This report displays an aggregate of all contributions made by a member.

22. Major Investor Recommendation Report

23. Major Investor Recommendation Report
Members on this list who have reached a Major Investor threshold are waiting to receive their award.

24. Major Investor Report
You can search multiple recognition years

25. Major Investor Report
Everyone on the Major Investor Report has received his/her award.
Handy Hint!
Use this list to see which of your Major Investors are also members of the President’s Circle.

26. President’s Circle Report

27. Individual Summary Report
Summary level: aggregate of contributions per recognition year.
Detail level: lists each contribution in a recognition year and each board credited

28. Individual Summary
Report – Summary Level

29. Individual Summary Report – Detail Level Handy Hint!
Use the Detail Level if your Local Board Performance and State Awards reports do not agree

30. Basic Searching
You can search by name or NRDS ID

31. Individual Records
Basic information comes from NRDS

32. Individual Records Major Donor Pin status, date sent Comments
Hall of Fame
President’s Circle

33. Individual Records NAR Import Activities Notes Groups
Member type/status
Association ID
Activities
Status of mass s
Notes
FPC reports
Groups
Eg: Political Affairs Committee

34. www.realtoractioncenter.com/locals Contact Us Jennifer Hamilton, PMP
Project Manager
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Cell: