Hi Everyone,
I'm a development professional at Irish Arts Center in New York. We are new to Tessitura. I've been trying to build out dashboards in Analytics to track moves management steps, and to build and manage discovery and research pipelines.
I'm working off of a Plans data source and I'm having trouble building out tables in analytics that capture the information I want. (e.g. next step, step due date, ask amount, status, capacity, etc, etc.) One specific issue I'm having is understanding how to manipulate rows, values, and columns, and their accompanying formulas in the table widgets. More generally, I'd love to build a lovely overview of a pipeline of plans for specific campaigns, funds, and research.
Does anyone have experience putting together these fundraising/moves management overview dashboards and could share any advice or insights?
Many thanks in advance,
Barry
Welcome to the community!
I can totally understand feeling stymied. Something that may help is to start with one of the out-of-the-box dashboards as a jumping off point. For the concepts you're interested in, you might actually like the "Worker Portfolio" dash (in the Plans folder), for which you could easily turn off the Worker filter in order to look at the whole team's work. There's also a widget in the "Fundraising Progress" dash which you might like called Plan Worker Details. If you start by making your own copy of one of those dashboards, you could mix and match widgets from both of them by dragging things together.
I might also note that the kind of next step, step due date, etc. table you're looking for may actually be better-suited to a report than a widget if you're looking at a big dataset. But if you want that information in some kind of summary way--or a thumbnail of the next dozen or so steps a worker is scheduled to do--a widget might be great.
Kate, that's enormously helpful. Thank you for the guidance.
Great advice re: duplicating the fundraising progress and customizing somewhat.
And good to know about steps working better in reports.
I'll be sure to report back on how I get on.