Are you on a quest for the perfect fundraising dashboard? With
ClearView CRM, you have a useful option of adding your own report-based,
custom panels to the system’s standard list of dashboard panel choices.
ClearView
CRM offers a range of panels already built into its Panel Library, from
Action Reminders and Gifts by Geography, to Prospects Added in Past
Month and numerous others. As luck (or software developers) would have
it, you also can add panels that reflect reports you use frequently but
that don’t appear on the built-in panel list. Technically, this is
called “rendering” a report in a custom panel.
Adding a new custom panel to your available Panel Library list offers a few advantages:
- Efficiency:
Report information that you use frequently is immediately available in
the panel when you log in to your ClearView CRM dashboard.
- Effectiveness: An optimum panel configuration allows you to grasp quickly the import of what you see.
- Choice: You have more options with which to build exactly the dashboard(s) that supports your and your organization’s work.
Many
interactive summary reports in the ClearView Reports Library are good
candidates for a custom panel. Great examples are the Active Donor by
Geography report and the Solicitor Activity Performance Summary report.
Your ClearView CRM administrator will need to configure any new custom
panels to display properly and with the right kind of information.
After you select the report you want in the custom panel, you’ll choose
an appropriate visual layout.
Once the panel is complete, it will show up in the Panel Library, and
anyone can choose to include it in a dashboard.
If
you don’t have support from an internal ClearView CRM administrator,
ask for help to create your report-based custom panel from your account
manager or anyone on the Client Services Team. They’ll be happy to help
you produce a custom panel that can immediately show up on the
fundraising dashboard of your dreams.
