Using Microsoft PowerBI and Predictive Analytics to Optimize Major Giving Operations

As CRM director for The Salvation Army, Tim McCleary supports fundraising and operations for the nine divisions of the Southern Territory. The Southern Territory relies primarily on Blackbaud CRM™ as their fundraising database of record receives a set of predictive model scores from Blackbaud which help them assess financial capacity and likelihood to give across their donor base.

Concerned about inconsistency in adoption and activity logging across the organization’s numerous groups, Tim used PowerBI to develop a comprehensive “major giving dashboard” to streamline goal setting, performance measurement and portfolio moves management across the organization. Join us for a discussion of Tim’s journey with PowerBI and best practices for employing it at your organization.