Download - Web Dashboards in Blackbaud CRM
![Page 1: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/1.jpg)
Web Dashboards: Endless Potential in Blackbaud CRM PRESENTED BY CAROLINE BARNES
![Page 2: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/2.jpg)
Clicks, Not Code!
![Page 3: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/3.jpg)
Basics
3 #bbcon
![Page 4: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/4.jpg)
Building Blocks
4 #bbcon
Folders Pages Parts
KPI Parts
Data List Parts
Constituent Parts
![Page 5: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/5.jpg)
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…
![Page 6: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/6.jpg)
Let’s talk about CONTEXT
• Where do we see this in CRM?
• How does it apply to Web Dashboards?
![Page 7: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/7.jpg)
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??
![Page 8: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/8.jpg)
Data List Parts
![Page 9: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/9.jpg)
Data List Ticker
![Page 10: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/10.jpg)
Data List Chart
X-Axis = Category field Y-Axis = Series 1 field
![Page 11: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/11.jpg)
KPI Parts
![Page 12: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/12.jpg)
KPI Formula
KPI Data Provider
Visual Depiction
Date Part (optional)
![Page 13: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/13.jpg)
KPI Visualization
![Page 14: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/14.jpg)
Don’t forget:
KPIs are not “live” data!
![Page 15: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/15.jpg)
KPI Parts
Let’s build some basic KPIs…then put them in a dashboard!
Caroline’s
Favorites!
![Page 16: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/16.jpg)
Prospects
![Page 17: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/17.jpg)
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
![Page 18: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/18.jpg)
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
![Page 19: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/19.jpg)
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?
![Page 20: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/20.jpg)
Productivity
![Page 21: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/21.jpg)
Productivity: BATCH
21 #bbcon
Committed
Outstanding
Datalist
Ticker
Chart
![Page 22: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/22.jpg)
Productivity: REVENUE
Date added ≠ Date Changed?
Only the most recent change is tracked
Adds
Edits
![Page 23: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/23.jpg)
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!
![Page 24: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/24.jpg)
Event Management
![Page 25: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/25.jpg)
Events
What if we make the
event the context?
![Page 26: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/26.jpg)
Events
Bonus Points!
![Page 28: Web Dashboards in Blackbaud CRM](https://reader034.vdocuments.mx/reader034/viewer/2022051323/5483296eb4af9f910d8b4931/html5/thumbnails/28.jpg)
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?