Building Metrics for Your CRM

Includes a Live Web Event on 05/22/2024 at 2:45 PM (EDT)


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Dashboards play a vital role in visualizing key performance indicators (KPIs) effectively. In this session, we'll walk you through creating a dashboard that's clear, informative, and aids decision-making. Drawing on our extensive experience with various datasets, you'll explore different dashboard designs for different audiences. Fundraising dashboards offer a comprehensive and easily accessible view of critical fundraising metrics and data. They empower you to make data-driven decisions, enhance your major gift efforts, and elevate donor engagement strategies. These advantages are crucial for achieving fundraising success and sustainability.

Felecia McCree

Director, Prospect Management

Jobs for the Future (JFF)

Felecia A. McCree is a solutions-focused advancement services professional with over 20 years of leadership experience in for profit, academic, and non-profit sectors. In her current role as Director of Prospect Management at Jobs for the Future (JFF), she leads all prospect research and development processes, advising fundraising staff on the strategic management of prospect relationships, employing data-informed insights, and implementing innovative database screening techniques to enhance the organization's prospect pool.

Before joining JFF, Felecia served as a Senior Director with CCS Fundraising’s Systems & Change Management practice, managing projects such as historic giving trend analyses and comprehensive CRM assessments. She has also led fundraising operations and prospect management teams at several esteemed higher education institutions. Felecia obtained a Bachelor of Science degree in Chemistry from Xavier University of Louisiana, a Post Graduate Certificate in Project Management Strategy from the University of Chicago and has pursued doctoral studies in Business Psychology. She is an active member of AASP, CASE, AFP, and the Illinois Science Council.

Jessica Roberts

Vice President, Data Analytics

CCS Fundraising

Jessica joined CCS in 2015 and has 20 years of experience in nonprofit fundraising management and consulting. She has held leadership roles in Annual and Major Giving, Donor Relations, Event Planning, and Data Analytics. She is currently the Vice President, Data Analytics. Jessica has worked with so many outstanding clients all over the world. Since her time at CCS, Jessica has worked with over 1,000 clients to effectively utilize data analytics for strategic fundraising.

Development is a career path she has chosen to follow since college. She worked her way up from a student caller and manager at Binghamton University. Jessica holds an M.S. in Nonprofit & Fundraising Management from Columbia University. She has a B.S. in Management, with concentrations in Marketing and Consulting & Organizational Leadership, from Binghamton University

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Building Metrics for Your CRM
05/22/2024 at 2:45 PM (EDT)  |  45 minutes
05/22/2024 at 2:45 PM (EDT)  |  45 minutes Dashboards play a vital role in visualizing key performance indicators (KPIs) effectively. In this session, we'll walk you through creating a dashboard that's clear, informative, and aids decision-making. Drawing on our extensive experience with various datasets, you'll explore different dashboard designs for different audiences. Fundraising dashboards offer a comprehensive and easily accessible view of critical fundraising metrics and data. They empower you to make data-driven decisions, enhance your major gift efforts, and elevate donor engagement strategies. These advantages are crucial for achieving fundraising success and sustainability.
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