Using RE Dashboards for Major Giving KPIs
Does anyone use this and if so, how? I am trying to figure out if it is better for me to do this in a spreadsheet than in RE itself. Below is what I would be looking to include… Not my strength, so I want to get this set up robustly.
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Claudia, I don't see anything attached. I am a fan of the Opportunities and Actions dashboards in the web view for major gifts reporting, have you checked them out?
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