Metrics 102: Metrics Reporting / Let's Get Tech-y: Building Metrics Into your Tech Stack
Recorded On: 11/02/2023
Dashboards are essential to visualize key performance indicators (KPIs) effectively. In this session, we will guide you through the process of creating a dashboard that is both straightforward and informative and will support decision-making. Drawing from our extensive experience with a wide range of datasets, you will discover exemplary dashboard designs. Fundraising dashboards provide a comprehensive and easily accessible view of critical fundraising metrics and data, enabling you to make data-driven decisions, optimize your major gift efforts, and maintain transparency with donors. These benefits are instrumental in achieving fundraising success and sustainability.
Key Topics Covered:
- Creating a Dashboard that is Straightforward and Informative to Support Decision Making
- Discover Exemplary Dashboard Designs
- Using Dashboards to Provide Accessible View of Fundraising Metrics and Data
- Making Data-Drive Decisions
Who Should Attend: This session is tailor-made for professionals responsible for metrics reporting, data management, or technology integration within their organizations. For anyone involved in delivering metrics insights, this session equips you with the tools and knowledge to elevate your reporting practices.
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
John Sammis
Senior Vice President, Data Analytics
CCS Fundraising
John is a Senior Data Scientist for CCS and brings more than 25 years of experience with statistical analysis and predictive modeling. He has devoted more than 10 years of his career to charities, universities, hospitals and other nonprofit institutions, helping them produce models and use the results to achieve their fundraising goals. At CCS, John helps philanthropy and fundraising professionals apply leading-edge data analytics tools to address specific organizational objectives. He is constantly reviewing the latest statistics tools and innovations to ensure that CCS applies the best approach for each client.
John is part of the CCS Analytics team and is the primary producer of customized predictive models for CCS clients. He is an expert in the areas of exploratory data analysis, interactive model building, model diagnostics and data vetting and cleaning.
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