Donor Management - Performance Dashboard in Salsa CRM

The Performance Dashboard in Salsa CRM's donor management software gives development and fundraising professionals deep visual insights into fundraising performance and provides prescriptive analytics that mission-focused teams need to make better decisions.

On your fundraising overview dashboard, you can see your fundraising revenue over time. You can filter by fund, campaign, appeal, specific groups that you’ve created, or by Donor Type.

In year-to-date progress, you can track year to date revenue, number of donors, online v. offline gifts, and donation types.

For every report in the Performance Dashboard, you have the option of saving it to your “my reports” tab, printing the report as a PDF for a board meeting, or scheduling the report to be emailed to you on a recurring basis.

Open Fundraising Initiatives lets you monitor specific funds, campaigns, and appeals and track progress to goal. Here you can see the Building Fund raised $624,000 of their $1,000,000 goal falling about 37% short.

The donor growth and retention dashboard shows how much revenue you received and retained and also identifies how much potential revenue you let slip. You can easily see new donors, returning, upgraded, downgraded, and lapsed all in one clear chart.

More importantly, with a single click you can drill down into any segment to get actionable information. Want your team to focus on upgraded donors? They are just one click away. Export the list for phone follow up, or push it to Engage for online marketing campaigns.

Lastly, you can track the progress of collecting your outstanding pledges and work to improve your pledge collection rate!

For a deep dive into more reports, be sure to sign up for a free demo of Salsa's donor management software! Thanks for watching!

Roxanne
9 months agoMarch 14, 2018
Looks great!
JOSEPHINE MENDY
9 months agoMarch 14, 2018
well this is a significant step which is much noted. not withstanding, am looking forward to your kind guesture in helping me to implement my effort to buy my own land, this will go a long way in providing effective and efficent learning environment for the needy kids. surly your tremendious effort in implementing realiable and conjuncive learning environment for the needy children has been highly recognised at global plartform. thank you and looking forward to your kind reply.
Michele
9 months agoMarch 14, 2018
Greetings! Where is this performance dashboard found? I see on another "Coming Soon" help page that it will be under the Reports menu. I do not have a Performance Dashboard under my Reports menu. Can you tell me where the new Dashboard can be found? Thank you!
Ben Barrick
9 months agoMarch 15, 2018
Thank you for your commitment to bettering your program! I am excited to see how this new tool will improve our ability to understand giving trends and raise funds!
Nelson Lynch
9 months agoMarch 16, 2018
The problem with trying to use Fiscal year (April to March) reporting in Year-to-Date Progress is that the fiscal years are chosen automatically. It is currently March 16, 2018 and the dashboard is comparing FY2017-2018 to FY2018-2019. This is impossible because there is no data for FY2018-2019.
Susan Stein
7 months agoMay 3, 2018
01:57:56
Looking forward to using this for board reports, planning and analysis!
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