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Dashboard Insights Should Refresh in Real Time
Dashboard Insights are an excellent tool for visualizing and managing information, especially for Prospect Management and fundraising activity. However, the current delay in syncing Insight data significantly limited their usefulness. For example,...Reviewed: Voting Open
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Add "Gift Date Added" to Insight Designer and Report Builder
Since you can't create guest links to lists like you can with dashboards, we are building a daily revenue report via Insight Designer and Report Builder. We have the insight and dashboard exactly as we want it with one critical limitation - we can... -
Insight Attribute filters in dashboard builder - Custom Fields needs to have a more robust presence in dashboards and reporting. It is an important feature.
Custom Fields needs to have a more robust presence in dashboards and reporting. It is an important feature.Reviewed: Voting Open
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Add the Appeal Package Response dashboard from database view to webview.
We use the appeal package response dashboard in dbv often, since it is the only place that has the overall number solicited on an appeal, overall number of gifts, and overall gift amount, but also lets you see the number solicited, number of donor... -
Keep Campaigns/Funds/Appeals/Packages selected in lists/dashboards when there is a name change
Would like to suggest that if a gift/constituent list or dashboard is ran using criteria of specific Campaigns/Funds/Appeals/Packages, keep them selected even if the name/coding of that Campaign/Fund/Appeal/Package is changed. I really like using ... -
Allow us to filter Benchmarking dashboard data by fiscal year
We love the new Benchmarking dashboard. However, we work by fiscal year, not calendar year. Please add the ability to filter by fiscal year, as set for our organization in RE database view > Configuration > General. -
Year-over-year performance graph on dashboard - Change date range
It would be so helpful is we could change the dates for the Year-over-year performance graph on the Overview Fundraising Dashboard. It currently shows Financial year, but I would like to view calendar years insteadReviewed: Voting Open
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Total Giving Amount on Appeal
Please add back Total Given and to what Fund Codes on Appeals. I used to be able to see the exact dollar amount (not an estimation that is shown when you hover over Cumulative Revenue point graph) towards a fund from an Appeal letter -
Options for Average Gift Calculation in RE NXT WebView Dashboard & Insights
Right now, RE NXT Insights calculates average gift using the giftsplit dataset, which divides the gift amount by the number of fund splits. That means if a single gift is split across multiple funds, the average looks smaller than it really is. Wh...Reviewed: Voting Open
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Insight Package filters in dashboard builder - Packages need to have a more robust presence in dashboards and reporting. It is an important feature.
No description providedReviewed: Voting Open
