NFP EM Development Director

In nonprofit organizations, the Development Director's primary responsibility is to oversee fundraising.

The Development Director role includes custom dashboards. The following table highlights the key portlets on the Home dashboard.

Center Type

Custom Center Tabs

Portlets

Accounting

  • Home

  • Activities

  • Leads

  • Grant Opportunities

  • Constituents

  • Forecast

  • NFP CRM Center

  • Reminders

    (reminders with zero results still appear)

    • Overdue Pledge Payments

    • Overdue Grant Payments

    • Tasks due today (standard)

    • Tasks to complete (standard)

  • Report Snapshots

    • Revenue Stream Distribution (on the left)

    • Revenue By Restriction (on the right)

  • Trend Graphs

    • Monthly Average Organization Gift Amount (on the left)

    • Monthly Average Individual Gift Amount (on the right)

  • Navigation Shortcuts

    • Constituents

    • Fundraising

    • Reports

  • Scorecard

    NFP Operations

    For details on custom scorecards, see Social Impact KPI Scorecards.

  • Key Performance Indicators

    • New constituents

    • Total Number of Constituents

    • Average Individual Gift Amount

    • Average Organization Gift Amount

    • Recurring Gifts

    • Total Individual Donations

    • Total Organization Donations

    • Total Grant Revenue

    • Fundraising Expenses

    For details on the custom KPIs, see Social Impact KPIs.

  • Custom Saved Search

    • Giving Statistics By Program

    • Last Year But Not This Year (LYBUNT)

  • Settings (standard portlet)

Related Topics:

General Notices