Has anyone developed a way to report on the number of contacts a team of gift officers has had with donors and prospects? When we used Raiser's Edge, there was a built in Actions Summary Report that listed the number of actions in defined categories that had been recorded by Gift Officers as a team and individually across different plans. Our VP is looking for a way to record and measure how many calls, contacts, meetings, asks, etc the team has made in a particular date range.
Hi Renee,
Have you looked into Plans yet? It sounds like that might work for your needs. Here is the link to more info about Plans:https://www.tessituranetwork.com/en/Support/Training/Intro-Courses/Intro-to-Fundraising/Intro-Plans-Portfolios
Then you can use Tessitura Analytics to measure your Steps in the Plans Cube: https://www.tessituranetwork.com/Help_System/Content/Tessitura%20Analytics/Data%20Dictionary/Plans%20Cube.htm
Hope this helps.
-Dani
Thanks Dani. We are using plans and steps. I will look into the analytics link you sent. Thank you!
Renee, while you are looking at Analytics, I suggest making a copy of the pre-built Worker Profile dashboard and customizing it for your needs. One suggestion would be to add a filter for Step Date, limited to the range you're looking for, and then disabling the pre-built filters. Another way to use this dashboard might be to edit the Plan Worker and/or Step Worker filters so they are limited to one particular gift officer. The documentation I linked to above has details on each of the widgets.