Hello hivemind!
The title says it all!
What is your favorite report and why?
What is the most useful report or tool for you and why?
What do I absolutely need to make sure this new person knows that might blow their mind (or not, that's cool too)?
Any info you would want someone to teach you coming into a new CRM as a Director of Development on a small team?
You guys are the best!
Cross posted on other forums!
The reports our development people use the most are the New Contributions Report, it's sent to them daily, and I would say the campaign giving comparison. However, these reports are almost redundant because of Analytics. If you have a new person who doesn't really know Tessitura, Analytics is the way to go if you have access to it. Our development people are pretty report savvy and many used Tessitura before coming to us, but they all love Analytics and the information they are able to get from it. We worked with them to get at what they wanted to see and then created the dashboards for them. We have dashboards for plans and contributions that are specific to users and also department wide ones that they all see.
The one that gets the best workout for Fiance is the Fund Activity Report but there are many more for many different features. Unsurprisingly for me I made a slideshow for my peeps a year ago https://docs.google.com/presentation/d/1UwBt4fHpSDm0rlnavHTJRBLUZXyZ38zmBWsKZC957x8/edit?usp=sharing
If you want to have a look at your fundraisers and their workflow then look at the last TAFFY video and get onto those Plan Analytics boards filtered by Worker.
Cheers, H
I'm working on a Pipeline pivot that looks at constituents' engagement with our organization, viewing different types of contributions, class sales, and membership levels to kind of create a ranked view of constituents who give lots of small gifts rather than giving larger, individual gifts that would quickly grab our Development dept's attention.
Thank you! Great idea!
Thanks! I keep an eye on TAFFY, but it seems like TAMATO has more activity!
Would you be willing to share what you are working on?
Love that slideshow btw!
Thanks Jordan. I made that for the Dev team over here after a few requests for training. I'm DEFINITELY not an expert but I thought it might be a good reference and conversation starter.
What Jordan said. Always interested in what's new in Dr Nees magical data laboratory
Also check out the new TAFFY training webinar when it drops. It really cements WHY plans are so important for Dev Moves Management and how to best use Plan and Dashboards as a go to on staff members/workers Pipeline
Great idea! I realized earlier today that I wasn't subscribed to get notifications from TAFFY, which is probably why I haven't seen as much activity. Thanks for always being such a wealth of knowledge!
No worries. Just paying it forward. I 100% feel your pain on training outside my area of expertise
Heath Wilder
I'm not sure how to include a file as an add on, but if you want to email me at timn@zoosociety.org, I can send off a full export of what I have done. I'm still working on implementing the scoring system, but I have a number of pivots that are finding these engaged-but-hidden donors.
But, as a basic explanation, I'm setting up a filter to not include our own business, to exclude Platypus Circle members (our patron members, who are already interacting with Development), I'm ignoring businesses, foundations, and family foundations (as those are already going to come under Development's attention), and I'm only looking at Fiscal Current Year Offset of contrib date and of order date of 0 through -3. Then for a given pivot, I'll assign a filter looking for a campaign based on string (as we name our campaigns the same thing year-to-year with FYXX in front), and something to pick out the donors I'm looking for. In the example below, Contribution Total Amount > $500. I've included two screenshots, one of the build, and one of the full result for Animal Sponsorship donors.
Still a work in progress, as I eventually intend on creating a master with a scoring system, so we value contributions higher than more transactional relationships ($400 in classes per year is still an interesting person to keep an eye on, but less so than someone who's donating $400 per year to different appeals), but my Dev team tells me this is a good start, so maybe others will find it useful.
Hi Dr Tim, That's great - I'll email you.
I used to have Platypuses in the river behind my house as a kid! As for attachments MORE/EDIT/INSERT should do you