The science—and art—of creating advancement dashboards

Advancement Forum | Guide

Today's advancement offices demand actionable dashboards that suit a shop’s strategic and managerial reporting needs.

As a result, many institutions have turned to dashboards to accomplish both of these key missions: strategic dashboards for their board and president, and managerial dashboards for their frontline fundraisers and staff. To accomplish this, advancement offices must ask these questions:
- How should dashboards differ according to their intended audience?
- Who should be able to see all of the dashboards' information?
- How can you get your audience to look at your dashboard and easily understand all of the information it contains?
To answer these questions, we studied the most useful applications of strategic and managerial dashboards to create a guide that shows you how to choose which metrics to include and how to select a design that complements the intended function of each dashboard.

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