Prescriptive Actions with Live Actionable Dashboards for Development
9:00 AM - 10:00 AM ET
Speaker(s): Michael Martinez, Director, Information Systems, Florida International University Foundation, Inc.
Competencies: Strategic ThinkingLeadership
We created an aggregation of different dashboards that get delivered to the development officers by email with analytics, reminders and highlights of areas needing attention related to their assigned prospects. This dashboard provides the DO with key information so they can be proactive and take actions based on the items displayed. For example, birthdays, pledges due soon, pledges past due, recent write offs, gift from their prospects coming from any source online, an event, etc.), actions entered to someone in their portfolio by another development officer, prospects attendance or registration to an event. Details on prospects in the solicitation stage.