The science—and art—of creating quality dashboards for strategic and managerial reporting


To be successful, the modern advancement shop needs to drive productivity amongst its fundraisers and demonstrate prudence to external audiences.

Many institutions have turned to dashboards to accomplish both of these key missions: strategic dashboards for their board and president, and managerial dashboards for their frontline fundraisers and staff. But how should dashboards differ according to their intended audience? Who should be able to see all of the dashboards' information? How can you get your audience to look at your dashboard and easily understand the enormous amount of information it contains?

We studied the most useful applications of both strategic and managerial dashboards to create a guide that shows you how to choose which metrics should be included in each dashboard and how to select a design that complements the intended function of each dashboard.

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Design attractive and actionable advancement dashboards