Prospect Pool Management Reports
10:45 AM - 11:35 AM GMT
Speaker(s): Jonathan Moore, Senior Business Intelligence Analyst, University of Cambridge, Catherine Thomas, Analytics and Insight Manager, University of Exeter
Track Session
Same goal, different methods! In this session, discover how University of Cambridge and the University of Exeter built and enhanced their fundraiser pool management reports using two distinct interactive data visualization tools: Power BI and Tableau. You will gain insight into the metrics used to assess performance and monitor progress, the key data points used to provide a comprehensive overview of the pool, and how this information informs and shapes pool review discussions. This session is accessible to everyone, whether you’re part of a large team or working solo, and regardless of whether you have access to similar software.