2010.bbcon.ppt.dashboards

Using Dashboards to Personalize The Raiser’s Edge Teresa Griffith Pavelich

Marquette University

Blackbaud’s Conference for Nonprofits 2010 | Teresa Griffith Pavelich | Page #2

Agenda

About Marquette University

What are Dashboards?

Why use Dashboards?

Effective Use of Dashboards

Dashboard Query Tips

Other Dashboard Tips

Creating a Dashboard Library

Dashboard Examples

Share Your Thoughts

Questions?

Session hashtag:

#redashboard


Marquette University Overview

Catholic, Jesuit university located in

Milwaukee, Wisconsin

283,000 constituent records

825,000 gift records

300 users campus wide

University Advancement staff –

approx. 150

Converted from Millennium to The

Raiser’s Edge in February 2008

77% of University Advancement

staff have personalized Dashboards


What are Dashboards?

Tools within The Raiser’s Edge

that provide quick and efficient

overviews of information in the

database in an organized

presentation

Real-time snapshot of what’s

going on in The Raiser’s Edge

Can be placed on Home Page

or on Dashboard page

Can be printed, emailed or

copied to clipboard


Dashboard Basics

Panel: block that contains

information you select

– Up to 255 panels on each page

Quick access to panels on Home

Page

Customized panel groupings on

Dashboard page

– Unlimited number of Dashboard

pages

Dashboard User Guide for

additional information


Dashboard Types

Campaign Summary

Solicitor/Team Campaign Performance

Campaign Fund Analysis

Fund Summary

Solicitor/Team Fund Performance

Appeal Summary

Appeal Package Response

Recent Gifts List

Recent Tribute Gifts List

Expected Gifts Summary

Overdue Gifts List

Giving Clubs

Giving Summary by Constituency

Donor Giving Analysis

Recurring Gift Missed Payment

Summary

Recurring Gift Amendment Summary

Solicitor Status

Solicitor Performance Graph

Membership Summary

Active Membership List

Event Summary

Event Expense List

Event Sponsoring Pledges List

Expected Proposals Summary

Proposal Status

Prospect List

Prospect Pipeline

Volunteer Assignment List

Job List

Volunteer Hours

Constituent Action List

Event/Appeal Action List

Solicitor Action List

Action Reminders


Dashboard Types in use at Marquette

Campaign Summary

Solicitor/Team Campaign Performance

Campaign Fund Analysis

Fund Summary

Solicitor/Team Fund Performance

Appeal Summary

Appeal Package Response

Recent Gifts List

Recent Tribute Gifts List

Expected Gifts Summary

Overdue Gifts List

Giving Clubs

Giving Summary by Constituency

Donor Giving Analysis

Recurring Gift Missed Payment

Summary

Recurring Gift Amendment Summary

Solicitor Status

Solicitor Performance Graph

Membership Summary

Active Membership List

Event Summary

Event Expense List

Event Sponsoring Pledges List

Expected Proposals Summary

Proposal Status

Prospect List

Prospect Pipeline

Volunteer Assignment List

Job List

Volunteer Hours

Constituent Action List

Event/Appeal Action List

Solicitor Action List

Action Reminders


Dashboard Query Types in use at Marquette

Campaign Query

Fund Query

Appeal Query

Gift Query

Solicitor Query

Membership Query

Event Query

Proposal Query

Volunteer Query

Action Query

Majority of personalized

Dashboards at Marquette

use query formats


Why use

Dashboards?

Reporting:

a tiered approach

Reporting options

Dashboard

Export

Custom Report

Business Objects Report

Basic snapshot

Personalized

On demand

Dynamic


Dashboard Testimonials

Every Monday morning I check my gifts from unassigned

constituents Dashboard and feed promising leads to my

fundraisers in those areas. It provides new leads and cuts

down on the time of having to review the whole lists of

weekly donors.

– Regional Research

I especially like that the dashboard is a “one stop shop” for basic

event info. It’s helpful for events like Alumni Reunion

Weekend where we are in charge of 40+ events at the same

time. I love having one place to go to see all the basic

information without having to open each event separately.

– Engagement Events



My dashboard saves time by generating an instant, up-to-date

snapshot of gifts. I appreciate that the dashboard links me

directly to the donor record for more in depth information,

without having to retrieve paper copies.

– Donor Services

It is a great help because it gives me a quick snapshot every day

of the gifts that will need an acknowledgment. As a result, I

can plan my short-term work load more effectively.

– Donor Relations



I love my dashboards! I am able to get thank you notes out to donors as soon as gifts are posted. Previously I couldn’t do this until a gift report was circulated, which could be days later. The ability to see gifts given to certain programs enables me to notify the leaders of those programs who are quick in making thank you calls/sending notes. All of this just allows us to provide better stewardship of our donors.

– Development Officer

I have a dashboard that brings up all gifts coming in from alumni who are currently in their reunion year. I reach out to many of these donors for visits and to recruit reunion volunteers. It’s an easy way to reach out to an alum – thanking for the gift and asking to meet to discuss the upcoming reunion. I’ve identified several volunteers and have made visits with many alumni via the reunion-year alumni dashboard I have on my homepage.

– Reunion Giving


Effective Use of Dashboards: Know Query

Brush up on your query skills

Know your data

Understand what type of query to use


Effective Use of Dashboards: Exploit Query

Query is a grouping tool, not a reporting tool…

…unless you’re building a Dashboard!

Use Filter tab to build your criteria

Use Output tab to create Dashboard display

Use Sort tab to arrange data

Using queries for Dashboards creates the most

personalized options for Dashboards.

Each user can have their very own Dashboards

set-up to meet their needs.


Dashboard example: Gifts from prospects

Use to show recent gifts from prospects

Use Gift Date Added to pull most

recently added gift

Greater than or equal to last week

will show anything from current

week and previous week

Keep output fields simple!

More complicated = duplicates

Change column names to be

more user friendly

Don’t forget to sort!


Results: Gifts from prospects

Row contains hyperlink to gift record

Gifts are sorted to show most recent at top of list

Refreshing the panel automatically updates with

new information, moving older information down on

the list



Rename columns for query output on Dashboard

Right click on

output field and

select Column

Heading, then

enter new

column heading



Use sort order to create lists of recent entries

– Recent gifts

– Recent actions

Sort by Gift Date

Added –

descending to

show most recent

gift at top of list



Use summary fields in query to show gift summary

information

Total Amount of

Gifts can be used

to show fiscal

year giving



Set query options to accommodate soft credits

appropriately


Other Dashboard Tips Campaign Fund Analysis Panel: can pull on Campaign or

Reporting Hierarchy

Dashboards do not refresh on their own!

Multiple Dashboards? Drop down list

Want to share Dashboards? Do some testing!

Gift related panels pull on Gift Date (unless specified)

Copying user options will copy Dashboards on Home Page


Dashboard Library

Useful tool to communicate options for users


Screen shot of

Dashboard panel

Criteria = who/what

are you looking at

on the Dashboard?

Output = what fields

to display?

Other output

options for

customization


Giving

Gifts from unassigned prospects

Daily gifts

Gifts at certain dollar amount

Gifts to specific campaign priority

Gifts to academic unit, college or

department

Gifts from alumni of a particular

college or school

Gifts from selected Reunion Class

Gifts from Board Members

Actions

Action Reminders

Recent Actions from defined group

Open Batch Actions (gifts not yet

recorded)

Key words

Future Actions (“to do” list)

Prospects

Prospect lists

Prospect birthdays

Recent gifts from managed

prospects

Gifts from prospects

Proposals

Events

Event Summary (personalized with

individual event queries)

Event attendees

Event attendees from region or

prospect list

Funds

Newly created funds

Appeals

Appeal Summary


Dashboard Examples

Gifts from

unassigned

prospects


Dashboard Examples

Prospect

Birthdays

Tip:

Use Solicitor

Query Dashboard

panel to create a

panel based on

Constituent Query


Dashboard Examples

Appeal

Summary

Tip: Use a query to select specific appeals


Dashboard Examples

Event

participants

from region

Tip: include giving information in output


Dashboard Examples

Funded proposals written by

Development

Communications staff

Add attribute to proposals

to “tag” them


Are you using

Dashboards?

Share your

experiences!

Can you think of ways to

put Dashboards to work

at your organization?


Questions?


Questions later… or contact me for more

examples

Teresa Griffith Pavelich

Manager, Advancement Information Training

Marquette University

[email protected]

(414) 288-0261

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http://bbcon.blackbaud.com/sessionpresentations.cfm

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2010.bbcon.ppt.dashboards