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Research Report

Presenting and Promoting Success

Creating Actionable Advancement Dashboards for Strategic and Managerial Reporting

November 12, 2015

Key Insights

Many advancement leaders rely on dashboards to track progress and guide performance. The strategic and managerial dashboards are two of the most prevalent and useful dashboards used by advancement officials. While the two are intended for different purposes, the lines that distinguish them often get blurred.

We studied the most useful applications of both the strategic and managerial dashboards. Read our report to learn how your staff can choose which metrics should be included in the dashboards and select a design that complements the intended function of the dashboard.

Insights and best practices for partners

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