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Creating Advanced Fundraising Analytics with Power BI

Creating Advanced Fundraising Analytics with Power BI

Year: 2023
Award Level: Bronze
Award Winner(s): Franklin College
Award: Circle of Excellence
Category: Advancement Services | Data and Analytics
See award winning dashboards(link is external) See award winning dashboards(link is external)
From the Nominator

"When we implemented Raiser's Edge NXT in 2019, we had to reimagine how we reported our key metrics both internally and externally. Though RENXT has the ability to create insights and dashboards to help keep us on target to meet our goals, we have our own unique and custom metrics that we also wanted to track and report out. It became clear early on that RENXT wasn't going to be able to provide us with the insights we needed in these areas. Examples include accounting for soft credits (for donor recognition/lifetime giving), tracking GOLD (graduates of the last decade) participation, major giving analytics, giving society progress, and more nuanced data on acquisition, retention and recapture metrics.  

Thanks to the Microsoft Power Platform and Blackbaud's SKY API, we can now develop ways to report on our data that incorporate our specific needs into dashboards that our key stakeholders can access at any time. Because we can create robust calculated fields, we can define metrics in a much more powerful fashion in Power BI than we can in RENXT. Plus, it's automated!  

The results are impressive. For example, we can now see our current fundraising totals compared to the same time last year, as well as the running three-year average at a glance. In addition, we're now able to see our revenue, donor counts, and alumni participation against goals for the current year as compared to the most previous year. Further refinements are possible via filters on the pages as well."

From the Judges

Excellent method for ensuring correctness by comparing results with NXT and, when that wasn't possible, downloading results to Excel and computing them that way. Display provides simple statistics. AMAZING analysis of the giving band! Also the fun phone access! We love the Siri application, and phone access is wonderful. The offered solutions are well-thought out and will benefit other organizations; numerous significant data-driven judgments are underlined in the screen pictures. Stunning dashboard. It possesses all of the necessary components to quickly become the Viz of the Day.

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    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

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      • Advancement Resource Catalog
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    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
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    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

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    Career Central

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    Visit CASE's Career Central to build your team or look for new career opportunities. 

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      • Washington D.C.
      • London
      • Mexico City
      • Singapore
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      • Legacy Giving
    • Online Newsroom
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    CASE Future Fund

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    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

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    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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