Using Dashboards to Personalize The Raiser’s Edge Teresa Griffith Pavelich
Marquette University
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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
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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
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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
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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
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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
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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
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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
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Why use
Dashboards?
Reporting:
a tiered approach
Reporting options
Dashboard
Export
Custom Report
Business Objects Report
Basic snapshot
Personalized
On demand
Dynamic
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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
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Dashboard Testimonials
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
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Dashboard Testimonials
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
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Effective Use of Dashboards: Know Query
Brush up on your query skills
Know your data
Understand what type of query to use
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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.
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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!
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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
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Dashboard Query Tips
Rename columns for query output on Dashboard
Right click on
output field and
select Column
Heading, then
enter new
column heading
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Dashboard Query Tips
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
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Dashboard Query Tips
Use summary fields in query to show gift summary
information
Total Amount of
Gifts can be used
to show fiscal
year giving
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Dashboard Query Tips
Set query options to accommodate soft credits
appropriately
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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
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Dashboard Library
Useful tool to communicate options for users
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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
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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
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Dashboard Examples
Gifts from
unassigned
prospects
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Dashboard Examples
Prospect
Birthdays
Tip:
Use Solicitor
Query Dashboard
panel to create a
panel based on
Constituent Query
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Dashboard Examples
Appeal
Summary
Tip: Use a query to select specific appeals
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Dashboard Examples
Event
participants
from region
Tip: include giving information in output
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Dashboard Examples
Funded proposals written by
Development
Communications staff
Add attribute to proposals
to “tag” them
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Are you using
Dashboards?
Share your
experiences!
Can you think of ways to
put Dashboards to work
at your organization?
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Questions?
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Questions later… or contact me for more
examples
Teresa Griffith Pavelich
Manager, Advancement Information Training
Marquette University
(414) 288-0261
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