Web Dashboards in Blackbaud CRM
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This document summarizes a presentation about building dashboards in Blackbaud CRM. It discusses the basic building blocks of folders, pages and parts. It provides examples of different types of parts like KPI parts, data list parts and constituent parts. It demonstrates how to build dashboards using these parts, with examples focusing on prospects, productivity and event management. The presentation encourages participants to ask questions and provides contact information for the presenter.
Web Dashboards in Blackbaud CRM
- 1. Web Dashboards: Endless Potential in Blackbaud CRM PRESENTED BY CAROLINE BARNES
- 4. Building Blocks 4 #bbcon Folders Pages Parts KPI Parts Data List Parts Constituent Parts
- 5. 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…
- 6. Let’s talk about CONTEXT •Where do we see this in CRM? •How does it apply to Web Dashboards?
- 7. 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??
- 10. Data List Chart X-Axis = Category field Y-Axis = Series 1 field
- 11. KPI Parts
- 12. KPI Formula KPI Data Provider Visual Depiction Date Part (optional)
- 14. Don’t forget: KPIs are not “live” data!
- 15. KPI Parts Let’s build some basic KPIs…then put them in a dashboard! Caroline’s Favorites!
- 16. Prospects
- 17. 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
- 18. 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
- 19. 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?
- 20. Productivity
- 21. Productivity: BATCH 21 #bbcon Committed Outstanding Datalist Ticker Chart
- 22. Productivity: REVENUE Date added ≠ Date Changed? Only the most recent change is tracked Adds Edits
- 23. 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!
- 24. Event Management
- 25. Events What if we make the event the context?
- 28. 28 #bbcon Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. Was this session the reboot you needed?