Dashboards for Fundraising Success

Recorded on: April 25, 2023

This webinar is eligible for 1 CFRE.

Like the instrument panel on the dashboard of a car, a fundraising dashboard reports present a quick, comprehensive overview of an organization’s fundraising status and overall direction, providing information for future decisions and direction for development success. In this workshop we will define dashboards, learn how to create a dashboard, what metrics and data to track and most importantly how to use a dashboard to make better fundraising decisions and improve your career growth.

Learn about dashboard baselines, anchoring and goals. With hands on instruction, you will be able to develop and create your own fundraising dashboard the day of the workshop.

Learning Outcomes:

  • What is a dashboard?
  • Why use a dashboard?
  • What donor metrics to track?
  • What activity metrics to track?
  • What finance metrics to track?
  • How often and how long do we track?
  • How to look for trends?
  • Who do we share dashboards with and why?