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

Senior Director, Systems

CCS Fundraising

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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