Hi all,
We have Tess v15 and Analytics. I would like to build a dashboard widget for our Gift Officer's that pulls number of events attended, invited, emails sent and plan steps (by type, e.g. meetings, outreaches) for prospects and donors in their portfolio. It's the type of information that could be used to monitor stewardship for membership levels, but I wanted to use it for portfolios so that GOs could be more informed about which people need a touch.
Does anyone have anything currently that they could share with me?
Thanks,Caroline