Personalizing your data
With our dashboard and analytics tools, each user or team can personalize the data, tasks and outputs he/she wants right where it can be acted upon instantly, so there’s no wondering what needs to be done. And do so with real-time transparency into their performance.
Have the ability to create your user defined dashboards on the fly.
The xRM solution is focused on helping you raise more money
Depending on your role in the fundraising organization, your needs in the advancement system will vary. And the system should make everyone better in performing his/her role. Foundation xRM puts the information each user, team or role needs, right up front in our nifty dashboards.
It doesn’t matter whether you want to track tasks, interactions, donors, gifts, reports or any other part of the system, whatever your work is, you can create dashboards that bring the work right to you up-front in the system. You can build views for daily work, monthly review or annual analysis. And it can be configured even at the user level and controlled by security.
The ultimate flexibility
You can also set up interactive charts and graphs, lists of records, even embed a webpage or another system. You have ultimate flexibility to make the system work for you in a way that makes you better at your job.
As an example, here is a funnel chart reports available within CRM dashboards. See all your proposals by stage and ask amounts.