Blog

What you need to know: 

• In this blog, the Revunami team explains why dynamic dashboards are a great fit for nonprofit organizations who struggle to get the right information in a timely manner from their existing reporting tools.
• The post also explores unique cross-functionality that dynamic dashboards can offer.
• Average read time is approximately 5 minutes

 

If you’ve ever spent hours pulling reports and creating pivot tables only to feel like you’re still missing the big picture—we have a solution for you. Our dynamic dashboards eliminate manual work and put real-time data insights at your fingertips.

We hear time and time again from our clients about how critical it is to understand how their events are performing, both relative to one another and to years past. Most organizations do this in a manual, labor-intensive way that does not get them the insights they need. To solve for this our team has created customizable and automatically-updating dashboards.

What is a Dynamic Dashboard? 

A dynamic dashboard is an interactive tool that displays data and metrics in real-time. Dynamic dashboards can incorporate data from multiple platforms to provide a comprehensive view. This allows nonprofit teams to filter and analyze data all in one place, allowing them to make swift data-driven decisions for their nonprofit peer-to-peer events. 

As a note: the dashboard in the photo above is focused on P2P, but we have created dashboards with LookerStudio for nonprofits with other focuses, such as direct response, advocacy, and general marketing metrics.

What does “multiple platforms” really mean?

Dynamic dashboards can pull data from your CRM (e.g. Virtuous or Salesforce), fundraising platform (e.g. DonorDrive or Classy), and event automation platform (e.g. Attendease). Once all the data has been ported into the dashboard, it can be transformed into tables, graphs, and charts that allow your organization to see at a glance how your events are performing.

“As a research-based organization, AFSP understands that data isn’t just numbers… it’s a roadmap to achieving our goals. This dashboard empowers our team and local staff with real-time insights into their Walks, helping them track progress, identify opportunities, and make informed decisions—all of which are vital to funding research, advocacy efforts, and educational programs. It’s a great way to quickly look at the bigger picture and assess priorities, especially in the thick of our busy season.”

• William Kinney, Manager, Out of the Darkness Walks

What Our Dashboards Make Possible

• Real-Time Data at Your Fingertips: Eliminate the manual labor and time-consuming process of running multiple reports. Our dashboard automatically updates daily, ensuring you have the latest data when you need it.
• Comprehensive KPI Visualization: Easily visualize key performance indicators such as total registrations (with various breakdowns available, such as daily, weekly, monthly, and participant type) and total donations (with various breakdowns available such as revenue type – peer-to-peer, event, sponsor revenue; payment type – credit card, check, Venmo, Apple Pay).
• Insightful Comparisons and Trends: Stay ahead with built-in comparison tools that offer year-over-year, month-over-month, and/or 7-day analyses, helping you understand trends and make informed decisions swiftly.
• Advanced Filtering and Drill-Down Capabilities: Empower your team to filter data and drill down into specifics with ease, allowing for a granular analysis that can be customized to each user’s needs or departmental focus.
• Organization-Wide Access: Facilitate a data-driven culture by providing access to multiple stakeholders within your organization. 
• Integration Capability: Capable of connecting to any fundraising platform that offers API access, dynamic dashboards can streamline data management seamlessly.
• Customizable and Flexible: Whether you need out-of-the-box solutions or custom features, a dynamic dashboard can be designed to meet your specific needs. Our team can help you tailor your dashboard to reflect the metrics most relevant to your mission.

Unique Cross-Functionality

Since a dynamic dashboard can pull in data from a wide range of platforms, we can accommodate unique reporting requests that previously required report downloads, pivot tables, and manual calculations. 

Some unique reports that our clients have raved about include:

• Returning vs. alumni participants
• Percent of participants who’ve earned a t-shirt
• Mission-impact KPIs that are more complex than participant counts or revenue 

“It’s truly a game changer to have all the data I need in one place. Revunami worked closely with me on making sure everything is readily available at my fingertips. The custom dashboard they created saves time and resources. I cannot recommend their dashboard enough – it’s innovative and essential.”

• Erin Kenny, Senior Manager, Overnight Walk

How AFSP uses their Dynamic Dashboard

Want to Get Started with Dynamic Dashboarding? We Can Help!

Building a dashboard from scratch can be quite daunting. Revunami has been an industry-leading expert in nonprofit event advertising for the last 17 years. We know which data matters to nonprofit organizations, and we have the technical know-how to display that data in a customizable dashboard that is concise and easy to use. Our team has created dashboards for our clients in Salesforce, Hubspot, Virtuous, LookerStudio, Tableau, EveryAction, and more!

We can partner with your team to determine your specific needs (as a note: our out-of-the-box solution gets most orgs 95% of the way there), and then we will build and fine tune the dashboard to your specifications with ample opportunities for feedback from your team. 

Once it’s built, your dashboard will update itself automatically daily! Use it as often as you need.

After the dashboard is built, we will continue to manage it throughout the year to make sure it updates, address any integration update issues, and add new features as requested. 

We’d love to learn more about your organization and scope out a dashboard that truly works for you. Reach out to us today!