th Annual PABUG Conference Building an Annual Fund Dashboard Carl O’Neil, Director Advancement Operations Cindy Hricko, Assistant Director, IT Development and Applications

th Annual PABUG Conference General Announcements: Please turn off all cell phones/pagers If you must leave the session early, please do so as discreetly as possible Please avoid side conversations during the session Questions will be answered ….. Thank you for your cooperation

th Annual PABUG Conference To receive CPE credits for this session (if eligible), complete the CPE Attendance Form on the PABUG Annual Conference website group-annual-conference/cpe-credits/ or via the PABUG conference app. For additional questions please contact Kim Fremont CPE - Coordinator CPE Credits - We’ve gone electronic!

th Annual PABUG Conference Getting Started – Annual Giving Dashboard Overall Goal: To provide self-service analytics for Director Level and above for Business Intelligence. ARGOS was purchased at University back in 2009/2010 Within this last year, Development and IT have started to use the tool more. Dashboards created: –Financial Dashboard –Prospect Administration Dashboard –Prospect Manager Dashboard

th Annual PABUG Conference Getting Started – Annual Giving Dashboard Have some custom datamarts to make pulling data easier for reporting: –AYBMART – Demographics, Employment, Degree, Donor Category, XREF, etc. –AYRIDGT – Gifts (Hard, Soft, Third-Party) –We do use some custom tables –We do use Supplemental Data Engine where we can.

th Annual PABUG Conference Getting Started- Annual Giving Dashboard Use Consultant to help get us up to speed with ARGOS VPN Access ITDAC01 Banner account set-up. Depending on which area he works on, he logs into account. Reviewed quarterly and sign-off from Data Steward. (i.e. advancement-contractor1). Access over in our qa environment.

th Annual PABUG Conference Goals of Annual Fund Office  Giving Overview – Goal, %, projections, VSE categories with 3 year comparisons.  Comparisons of Channel Methods with Drill Down (Use of SDE for different solicitations on ATVSOLC) – Mail, , DO, Campus, Phone Other  Track our President’s Circle Donors ($1000+ including third party, MG gifts, etc.) - retention  LYBUNTS, SYBUNTS, etc.  OLAP cubes for additional report  Track of DONOR TYPES (both primary or multiple)  Pull out in csv file for additional information

th Annual PABUG Conference Reunion Giving Dashboard Parameter – Fiscal Year Totals by Class Year Choosing Multiple Years and get Donor Details RID Name Primary Donor Code Pref Class Year Address/ /Phone Development Officers (Primary, Secondary, Manager) Ratings

th Annual PABUG Conference DEMOS Annual Giving Dashboard Reunion Giving Dashboard

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th Annual PABUG Conference Future Dashboards Workload Dashboards Clean-Up Routines (Broken Record, No APBCONS_ADDR_NAME, etc.) Possibly move tax receipts Matching Gift Potential Dashboard

th Annual PABUG Conference Questions?

th Annual PABUG Conference Please take time to complete our Conference and Session evaluations. YOUR INPUT MATTERS!!!