web dashboards in blackbaud crm

Web Dashboards: Endless Potential in Blackbaud CRM PRESENTED BY CAROLINE BARNES

Clicks, Not Code!

Basics

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Building Blocks

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Folders Pages Parts

KPI Parts

Data List Parts

Constituent Parts

How do I build a dashboard?

1. Standalone parts

2, Parts that require context

3. Parts that require information from other parts

Let’s start simple…

Let’s talk about CONTEXT

• Where do we see this in CRM?

• How does it apply to Web Dashboards?

Constituent Parts

• Let’s add some constituent parts

• Do we need context?

• What else do we need to do to get that constituent information to

show up??

Data List Parts

Data List Ticker

Data List Chart

X-Axis = Category field Y-Axis = Series 1 field

KPI Parts

KPI Formula

KPI Data Provider

Visual Depiction

Date Part (optional)

KPI Visualization

Don’t forget:

KPIs are not “live” data!

KPI Parts

Let’s build some basic KPIs…then put them in a dashboard!

Caroline’s

Favorites!

Prospects

Simplify Prospect Management

Let’s create a page to track exactly what steps a primary manager has

overdue on the plans he or she manages.

We want to see:

The plan name

The prospect name

The date that the step was planned for

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Simplify Prospect Management

Upcoming steps

Steps completed recently

Recent Activity?

This week only

Last week and this

week

This week and next

week

This month

This year

Simplify Prospect Management

What about some of the revenue and planned gifts that your

prospect managers bring in?

List of gifts

Total payments from planned gifts

Can we see this number a different way?

Productivity

Productivity: BATCH

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Committed

Outstanding

Datalist

Ticker

Chart

Productivity: REVENUE

Date added ≠ Date Changed?

Only the most recent change is tracked

Adds

Edits

Productivity: CONSTITUENTS

Duplicates

What makes inactive records unique and “query-able”?

Do you delete merged records or mark them inactive?

What is your inactive reason?

Do you do tend to edit inactive records?

Record Adds and Edits

Remember our rules from before!

Event Management

Events

What if we make the

event the context?

Events

Bonus Points!

Any questions??

Caroline.Barnes@blackbaud.com

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