FundSvcs Community

Visualizing KPIs and Portfolios

  • 1.  Visualizing KPIs and Portfolios

    Posted 14 days ago

    Hi all,


    I'm writing to invite you to attend the next Advancement Tableau User Group meeting, which is being held on November 17 at noon Central Time. If you're unfamiliar with our group, we welcome all Advancement professionals regardless of Tableau skill levels or usage. (Yes, that means if you've never used Tableau, you're still more than welcome to join us!)


    The purpose of our meetings is to discuss fundraising analytics, and our November meeting may be particularly interesting to members of this community because we'll be discussing analytics tools for portfolio management and fundraiser metrics. Our featured speakers will be Katie Pierce, Assistant Director of Prospect Development and Analytics at the University of Syracuse, and Michelle Zad-Langan, Business Analyst at the University of Denver. Both Katie and Michelle have great work to share about how their universities are successfully navigating the kind of portfolio management and metrics challenges that we all face.


    We hope you'll join us and feel free to ask questions or chime in about how you approach similar challenges.


    Please be sure to register for the event here and encourage your friends and colleagues to attend!






    Ron Eisenstein


    The Solas Group, a Tableau Alliance Partner

  | (773) 315-6014