Mobile Web-Based Reporting
A Mobile Platform to Empower Your Leadership Team
Create Strategic Action that’s Ahead of the Curve
When fundraising data is accessed quickly, decisions can be made more efficiently, leading to a streamlined strategic process. Executive Portal provides instant web-based access to reports, dashboards, and even individual account details. With Executive Portal you can:
- View pertinent metrics and reports from anywhere on any device.
- Customize dashboards to meet individual management requirements.
- Track goals, challenges, and results of on-air drives and campaigns.
- Review donor accounts, add notes, and assign tasks related to any account.
The Portal Dashboard automatically summarizes graphic reports-at-a-glance on critical benchmarking, donor, and revenue metrics such as:
- Donor counts
- Sustainer income
- Revenue and projections
- Benchmarking statistics
When management needs to delve deeper into the data, easy-to-use forms allow managers to generate full reports on-demand and interact with data to sort, filter, and export reports to PDF for printing.
Be Prepared, Even On the Go
More than reports and statistics, information about an individual can be the key to a successful donor visit. Make in-person visits convenient and successful with on-the-fly access to giving history, relationships, activity records, contact information – including mapping. Add notes immediately following conversations and assign tasks to ensure proper staff follow-up.
Track Campaigns and Drives from Anywhere
Leadership can login anytime, anywhere, from any device to monitor on-air drives and track progress towards goals and challenges. Secure campaign pages show live progress reports for multiple campaigns, allowing the viewer to drill down all the way to the individual donor level for each method of solicitation.
Allegiance Has You Covered
During the standard day-to-day workflow, upper management team members don’t have an abundance of time to sort through piles of reports searching for single morsels of information. We understand the importance of giving your organization’s leadership team the critical data they need in a simple, easy-to-digest format.
The Allegiance Executive Portal gives station management a mobile platform to view metrics, track real-time results, and look-up donor accounts on-demand from anywhere at any time on any device.