Hi all!
I am building some dashboards for our major gift officers by using the plans cube. Has anyone built any really useful dashboards that they'd like to share?
Also, are plan notes able to be added as a custom field in the plans cube?
Thanks!
Scotland
I'd love to resurface this to see if anyone has had any success with plan related dashboards. I am working with Major Gifts to implement plans, and would love to present some fun dashboards to them so they have an idea of what is possible for reporting.
I created a "Plans to Update & Review" Dashboard - we use recorded for Verbal Pledges so there is a pivot for that to know what needs updating, and a Contribution amount Vs Status pivot. We use the different status to know if $ is in, verbal, in process, or just a thought. happy to share (mfrench@cballet.org)