This introductory workshop is designed for research development professionals interested in using Power BI to analyze prospect research and prospect management data and create effective visualizations. Participants will gain hands-on experience working with prospect portfolios, pipeline metrics, and fundraising intelligence data to build interactive reports and dashboards that support strategic prospect development and portfolio management.
Participant Requirements
Attendees are encouraged to bring their own laptop with Power BI Desktop installed. Hands-on exercises throughout the session will provide practical experience building reports and dashboards using prospect research and prospect management data.
Learning Outcomes:
- Import and prepare prospect research and prospect management data in Power BI Desktop
- Understand basic data modeling concepts and relationships
- Create visualizations to monitor prospect pipelines, portfolio activity, and key performance indicators.
- Build interactive dashboards to explore trends in prospect identification, qualification, cultivation, and solicitation
Stream: Data Analytics & Insights
Format: Workshop
Ideal Industries: Animal Welfare & the Environment; Arts & Museums; Community Services; Healthcare; Higher Education; International Aid; and Religious