How to Build Predicting/Prescriptive Live Actionable Dashboards for a Successful Portfolio Management
8:30 AM - 9:30 AM CT
Speaker(s): Michael Martinez, Director, Information Systems, Florida International University Foundation, Inc.
Competencies: Relationship BuildingIndustry or Sector Expertise
Elective Session
We created a dashboard that gets delivered to the development officers(DOs) by email with different analytics, reminders and highlights of areas needing attention related to their assigned prospects in their portfolios. This dashboard provides key information so they can be proactive and take actions based on the items displayed. Birthdays coming up, pledges due soon, pledges past due, write offs, gift from their prospects coming from any source(online, event, etc), actions entered to someone in their portfolio by another DO, prospects attendance/registration to an event. For prospects in the solicitation stage, the dashboard displays historical giving and area of interest.