These new tools are great! Would love to have the option to compare total raised against past fiscal years. Tracking pledges is important to our fundraising to know where we are at. This is a function we rely on with the RE7 dashboard but if we could see it in NXT with these enhanced functionality, that'd be amazing.

We use RE dashboards to monitor the following performance indicators. This information is view-able to each gift officer to assist with time management and goal measurement:

1. gift totals per officer

2. actions per officer - completed & pending

3. number of prospects assigned per officer in a given time period (we track prospect referral from our clinicians by using RE dashboards)

4. event dollars,sponsors, attendees

5. proposal statuses - new, funded, declined, pending

6. prospect statuses, last gift, last action, future action per portfolio per officer

7. thank you call list for recent givers (annual fund staff)

The totals for campaigns, funds, and appeals would be most important to us. 

The Raisers Edge users at my organisation use dashboards regularly to check on the progress of our funds and appeals and we wouldn't consider changing to NXT without having dashboards available.  The panels that we use are:

Fund summaries

Appeal summaries

Appeal package response

Appeal query

Action reminders

Recent gift lists

Gift query

Gifts in last 30 days, 1 year anniversary of last gift in next 90 days by fundraiser, Total contacts by fundraiser as well as breakdown by type of contact (email, call, meeting), Total dollars YTD compared to previous year, total dollars YTD to goal. 

There are two major things we are always looking at in our organization: Campaign Totals (pledges and non-pledge cash contributed for the fiscal/campaign year), and Cash Totals (pledge payments and non-pledge cash contributed for the fiscal/campaign year). Basically, how much was raised in total, and how much cash we have on hand.

To be able to then narrow it down by fund, fund type, campaign, or appeal would be great.

Individual fundraiser goals isn't as helpful to us as overall fund/campaign/appeal goals. If there was a way to define a team or region of fundraisers and define totals like that, that would be great.

An overall status of lapsed donors/new donors/etc. would also be helpful.

What would be the most important information for you to see in a dashboard?  We're planning to release Nonprofit Intelligence with embedded reports in the next few months, which will have a number of built-in dashboards for giving, campaign performance, proposal pipeline management, and fundraiser action analysis.