Presenting and Promoting Success

Many advancement leaders rely on dashboards to track progress and guide performance. The strategic and managerial dashboards are two of the most prevalent and useful dashboards used by advancement officials. While the two are intended for different purposes, the lines that distinguish them often get blurred.

We studied the most useful applications of both the strategic and managerial dashboards. Read our report to learn how your staff can choose which metrics should be included in the dashboards and select a design that complements the intended function of the dashboard.

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Distinguishing strategic and managerial dashboards

Understanding the difference between the strategic and managerial dashboards is crucial to optimizing the functionality of each one. This white paper explores the difference between the intended audiences, timelines, media, and purposes of the different dashboards and how those differences are reflected in the choice of data points and formats. Read more

Want more on metrics? Discover what two numbers reveal about prospective donors

Choosing metrics for your dashboards

The key to selecting appropriate metrics is to focus on your institutional needs. Our research has uncovered a wealth of different metrics that institutions are using, including numerous activity metrics for managerial dashboards that encourage fundraisers to conduct face-to-face meetings with their prospects. Read further to explore the different metrics and select which ones best suit your institution’s goals. Read more

Designing your dashboards

Regardless of the utility of the information contained within a dashboard, without a compelling design, viewers won’t be able to derive value from it. Our report contains top tips for making your dashboard design interesting and useful. The best practices we explore are easily replicable so you can implement them in your own designs. Read more