Tableau Dashboards for Portfolio Management

Presenter: Viviana Ramirez, Rush University Medical Center, Office of Philanthropy; Paul Mateo, GG+A, Analytical Services

Year: 2020 

Price: Members: $0, Non-members: $39

Description: At Rush University Medical Center, the advancement services team slowly introduced data visualization and dashboard reporting to the office of philanthropy. However, they quickly learned of the positive impact that this type of reporting brings to fundraising operations. Rather than attending off-site software training courses, Rush contracted the services of Grenzebach, Glier and Associates (GG+A) to provide customized training and work sessions that utilized our data and data visualization software supported by our IT department. GG+A helped the advancement services team achieve their goal of developing five to six dashboard reports for immediate use.

This presentation will share our collaborative process, highlighting the effective communication between client and consultant that led to a highly successful outcome.  Presenters will :

  • showcase the dashboard reports created for effective portfolio management
  • demonstrate how to effectively partner with consultant to tailor data visualization tool training sessions for advancement services staff to develop custom reporting, and
  • demonstrate how custom dashboard reports have been used by prospect management to conduct focused portfolio review sessions with frontline fundraisers.

This presentation will also showcase the dashboard reports created for effective portfolio management. Our Portfolio Review Dashboard has increased collaboration between prospect management and frontline fundraisers, bringing focus and attention to key prospects and proposals and enabling users to access key data directly from the dashboard reporting tool.

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