In the competitive field of fundraising, maximizing donor engagement and optimizing portfolio management are key to success. Power BI, a leading business intelligence tool, enables development professionals to transform raw fundraising data into dynamic dashboards that provide real-time insights into donor behavior, pipeline health, and key performance indicators (KPIs). This presentation will focus on how to use Power BI to build effective dashboards that track essential fundraising metrics, helping fundraisers and development officers make data-driven decisions to enhance portfolio management.
The goal of this presentation is to demonstrate how Power BI can be utilized to create and customize dashboards specifically designed for fundraising and portfolio management.
Attendees will learn how to track donor movement, visualize portfolio performance, and monitor key metrics such as gift officer activity, prospect pipeline, and donor retention. This session will highlight best practices in dashboard design to support strategic fundraising decisions.