Hi all!
We are revisiting our prospect tracking and reporting at my org. I am curious to know if/how you have connected elements from Plans into Tess Dashboards; especially information on counts (# of plans, # of plans in a given status, etc.) are used. I am new to Analytics and am exploring possibilities, so all uses as well as resource recommendations are welcome. (I have already done the self-paced course in Analytics offered by Tessitura online.) Thanks in advance!
My organization (KERA, public media station) has a good Plans dashboard created by Jordan Edwards. What is the best way to get it to you? I've exported the Plans .dash already. Maybe by email?
Hi Katie! That would be great!! I'll PM you. Thanks so much!!