Power BI Dashboard Examples

Tawananyasha Dzenga · March 12

Hi everyone!I’m an intern working on building Power BI dashboards for our fundraisers using the Blackbaud connector in Power BI Desktop, and I’m hoping to learn from what others have already done.

If anyone is willing to share examples of dashboards you’ve built—how they look, what pages you included, and which metrics you focus on—I’d really appreciate it.I initially wanted to have main dashboards around overall Campaign Performance, Opportunity Pipeline Movement, and Peer to peer fundraiser performance.I’m also especially curious about how you define Opportunities for the fiscal year:

Do you filter based on Ask Date, Expected Date, or Funded Date?

And how do you handle Opportunity stages or pipeline definitions at the end of the Fiscal year. If it was asked last Fiscal year but Expected this Fiscal year, where does it get counted?

Just trying to understand what has been most useful for your teams so I can build something that’s actually helpful. I have attached photos of some ideas I have been developing using our internal definitions, and I'm hoping to gather more insights from all of you.

Thanks in advance!

Dan Snyder · March 13

@Tawananyasha Dzenga I'll just share how we approach some of this at my organization.

What date do you filter on? It depends on the status for us. So if the status is planned, we use the Deadline date. If Pending or a Verbal commitment we would use the Expected date, and funded we would use the funded date. In PowerBI you should be able to dynamically look at those and get the FY value for each opportunity.

We consider an opportunity/proposal to be in the FY it is expected. So, in your example if you were to make an ask in the month before the end of the FY (say 2025 for this example), but do not expect the gift or pledge to be made/confirmed until the following FY (2026) we count that in 2026.

Hope this gives you one perspective, but hope that you hear from others as well or consider why this would or would not work for your org.

Tawananyasha Dzenga · March 13

@Dan Snyder

Thanks so much for sharing how your team handles this! This breakdown actually helps me think about the logic a lot more clearly. I really like the idea of tying the date to the status instead of forcing one universal field, and using Deadline → Expected → Funded makes a lot of practical sense.

The FY assignment piece is also super helpful — especially counting the opportunity in the FY it’s expected, even if the ask happens right at the end of the previous year. That seems like a cleaner way to keep the pipeline aligned with when revenue is actually anticipated.

I’m going to try building this logic dynamically in Power BI and see how it plays out in our dataset. Really appreciate you sharing your process, and I’m definitely curious to hear how others handle it too!

Austen Brown · March 16

@Tawananyasha Dzenga - Just an FYI. You're likely to get more responses if you post within the SKY Developer forum rather than the RE NXT one. Make sure to tag your post within the SKY Developer forum with "Microsoft Power Platform".

Tawananyasha Dzenga · March 16

@Austen Brown I have crossposted this. Thank you so much for the tip!

Power BI Dashboard Examples

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