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!
Depending on how you use your plans- you can also use the Dashboards to do some forecasting. We use the GOAL amount as what we truly think we'll get from a donor- so I made a quick equation that adds the GOAL for any open plan connected to a specific campaign and the CONTRIBUTION amount for any paid plan to come up with a current projection. Then, we can measure the difference between our goal and the projection to display how much money we still need to find.
I do also keep track of Steps in a time frame- like Colleen mentioned.