web dashboards in blackbaud crm
DESCRIPTION
By Caroline BarnesTRANSCRIPT
Web Dashboards: Endless Potential in Blackbaud CRM PRESENTED BY CAROLINE BARNES
Clicks, Not Code!
Basics
3 #bbcon
Building Blocks
4 #bbcon
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
17 #bbcon
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
21 #bbcon
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!
28 #bbcon
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