Dashboard Set Up

Billy Wisneski

Hello! I am a new Development Director for my organization. We have had Blackbaud for several years but have never really turned on all the features it has for moves management, fundraiser tracking, portfolio building. Would love some insight as to what others do for those areas in Blackbaud. Thanks!

Mary Cummings

I would love to hear this too! I'm just starting this for the next school year!

Crystal Bruce

Tagging in All-Stars @Carlene Johnson @Sunshine Reinken Watson @JoAnn Strommen - to see if they can offer any insight!

JoAnn Strommen

I don't work with the moves managment side. We do have an outside vendor that does help to keep dev staff on track with contacting in addition to the RE status tags..

We restructed our staff assignments to specific regions of the US/states (of course a few exceptions) from overlapping and areas with no assigned staff. In those states, each dev officer has a primary portfolio of 125-150 records. Their regional portfolio has constituents who we've identified as higher potential or larger recent gifts. This is 500-600 records. We use fundraiser type of Primary and Regional for this. Attachment show summary of types of assignments.
As we have a large # of local prospects, we created a third fundraiser type of "Western SD" and divided up local area among dev staff.

Portfolios.jpg

Gifts are credited to assigned fundraiser - this ties into their perfomance metrics.

In RE NXT staff can see and work on their portfolios. See gift data, etc.

With portfolio assignments, we use start and end dates. To more easily pull solicitor info to just view current assignments, we added a solicitor type of "Former-xxx". This has helped - it should have been achievable with dates but we found that wasn't always the case.

JoAnn Strommen

Sorry. May have missed your topic - dashboards. ?

Our dev staff have created some of their own dashboards. AVP and I have created some others. Most recently I created ones based on fund category of endowed scholarships, program funds. Creating a dashboard by fundraiser is pretty simple - just select the fundraiser filter.

For anyone else wanting more info - here are other slide of our process for determining where a record lands in portfolio and when it moves.

Portfolios 2.jpg

Portfolios 3.jpg

Portfolios 4.jpg