Date: Thursday, July 25, 2024 11:00 AM - Thursday, July 25, 2024 12:00 PM
Explore exciting prospect development strategies as teams from the California Institute of Technology, Northern Illinois Food Bank, and the University of St. Thomas showcase their innovative dashboards. This webinar demonstrates how leading institutions leverage data visualization and analytics to enhance fundraising and advancement efforts.
Priya Balachandran from the Northern Illinois Food Bank is excited to share the dashboards she developed to track her fundraiser's metrics. These dashboards accurately reflect the metrics they track in real time and are relatively simple to build without additional tools for NXT users. Creating and customizing these dashboards within the RE NXT platform requires only a few hours of the NXT advanced dashboard training (freely available to NXT clients) and some hands-on practice to learn the tricks. Her team has gained more timely insights with minimal time and effort with the new dashboards she has created to track their basic metrics, such as Meetings and Solicitations. Previously, these reports were prepared by someone else for several years manually using data extracted through RE queries each month, which was time-consuming and lacked real-time data accuracy.
Joe and Paula from the University of St. Thomas will showcase a descriptive dashboard designed to provide comprehensive insight into the University of St. Thomas' constituency from a prospect pipeline perspective and describe the context for its development. Developed in Oracle APEX, their constituent matrix offers real-time views of our constituency by gift capacity band, capacity rating verification status, pipeline stage, and assignment status. The matrix segments constituents according to their philanthropic interests and prospect scoring/quality, and it offers robust filtering options across these views by geography, constituent type, interest area, donor type, solicitation readiness, and more.
Last but not least, join the “Foundation for Mythical Creatures” (Kelly & Jen from Caltech) as they walk through a campaign planning project created as part of last year’s Apra Data Science Challenge. The topics will range from analyzing historical giving and performing a wealth screening to building a donor pyramid, setting priorities, and conducting a feasibility study. Through their dashboards, you’ll discover that campaign readiness isn’t just fantasy.