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Top Ten Data Challenges (And Solutions) for Associations

Association Analytics

8: Your Organization Doesn’t Have KPIs and Metrics Challenge : Without key performance indicators (KPIs) or metrics, your organization is missing out on vital information about your members. Set up your KPI and metrics! If your KPIs and metrics aren’t set up properly, what you do pull could vary tremendously over time.

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Major Gift Metrics: What You Need to Know

DNL OmniMedia

Using that knowledge, we’ve created this guide to help your team understand major gift KPIs, the metrics you should be tracking, and the top tips to do so successfully. You’ll explore major gift metrics through the following guide: Overview of Major Gift Fundraising Data. 3 Tips to Track Major Gift Metrics More Effectively.

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Timing is Everything… Proposals in the Prospect Tab of The Raiser’s Edge®

Connection Cafe

Lately I have seen some discussion groups, listservs, and blogs on when to create a proposal in the Prospect Module of Raiser’s Edge® or for that matter in any fundraising legacy system. The timing or stage at which you create a proposal is truly up to each nonprofit organization. Identification. Pre-qualification. Assignment.

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Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program. Data analysis is the pathway for establishing robust prospect portfolios for gift officers. Step 7: Track and Review Your Metrics.

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Guide to Blackbaud Fundraiser Performance Management

DNL OmniMedia

It involves examining the data and performance metrics of individual major gift officers, as well as the team as a whole, to understand what’s working and what leaves room for improvement. Close examination of major gift metrics allows you to discover: Any obstacles that are holding individuals or your entire team back.

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How Would You Rate Your Prospect Management System?| Part 4

Connection Cafe

At the 4 th level of 100% adoption for your prospect management system, your organization is now able to provide a deep analysis with reportings based on a sound system and full buy-in from all staff. High-level analysis questions by senior leadership and during campaign/advisory board meetings: How many active proposals are pending?

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How Would You Rate Your Prospect Management System?| Part 3

Connection Cafe

To truly move to a level of having the mechanics of the program in place and beyond, you should be reporting on sophisticated information and statistics to provide readily-available metrics at these prospect review meetings, whether they be group meetings or one-on-one reviews between managers and gift officers.

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