- Course Overview
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Welcome
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Pre Module Survey
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Course Introduction
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Digital Workbook
- 1. Introduction to Setting Up Your KPIs for Reporting
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1-1: KPIs in Your CRM
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1-2: Exercise: Customizing Your CRM Dashboard for KPIs
- 2. Reporting on CRM KPI for the Total Revenue Raised in Specific Time Period
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2-1: Watch It: Creating a CRM KPI Report for Total Revenue Raised in a Specific Time Period
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2-2: Practice It: Creating Total Revenue Raised in Specific Time Period KPI
- 3. Reporting on CRM KPI for the Number of Volunteers Recruited
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3-1: Watch It: Creating a CRM KPI Report for the Number of Volunteers Recruited
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3-2: Practice It: Reporting on CRM KPI for the Number of Volunteers Recruited
- 4. Reporting on CRM KPI for the Number of New Donors Acquired in a Month
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4-1: Watch It: Creating a CRM KPI Report for the Number of New Donors Acquired in a Month
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4-2: Practice It: Creating a CRM KPI Report for the Number of New Donors Acquired in a Month
- 5. Reporting on CRM KPI for the Donor Retention Rate
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5-1: Watch It: Creating a CRM KPI Report for the Donor Retention Rate
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5-2: Practice It: Creating a CRM KPI Report for the Donor Retention Rate
- Course Conclusion
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Let's Review
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Course Survey
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Goodbye!
Setting Up KPIs for CRM Reporting
In this course, you will learn how to set up the views for your KPIs for reporting in your Neon One CRM.
In this course, you will learn how to report on KPIs in your Neon CRM so that you can get the most of of your CRM reports.
Learning Objectives:
- Identify KPIs to include in Neon CRM to produce useful reports
- Report on KPIs in Neon CRM