Build a Dashboard in a Day with Power BI

Wednesday, April 30, 2025

9:00 AM - 4:30 PM EST

PROGRAM DESCRIPTION:

In the competitive field of fundraising, maximizing donor engagement and optimizing portfolio management are key to success. Power BI, a leading business intelligence tool, enables development professionals to transform raw fundraising data into dynamic dashboards that provide real-time insights into donor behavior, pipeline health, and key performance indicators (KPIs).

This presentation will focus on how to use Power BI to build effective dashboards that track essential fundraising metrics, helping fundraisers and development officers make data-driven decisions to enhance portfolio management.

The goal of this presentation is to demonstrate how Power BI can be utilized to create and customize dashboards specifically designed for fundraising and portfolio management.

Attendees will learn how to track donor movement, visualize portfolio performance, and monitor key metrics such as gift officer activity, prospect pipeline, and donor retention. This session will highlight best practices in dashboard design to support strategic fundraising decisions.

FACULTY:

Jamie Lewis (she/her) is the Associate Director of Prospect and Development Research at Harvard Business School (HBS). At HBS Jamie specializes in prospect research and data-driven fundraising. She develops donor engagement strategies and strengthens the prospect pipeline through financial analysis and data management. Prior to HBS, Jamie was a Senior Prospect Management and Research Analyst at the Harvard T.H. Chan School of Public Health, where she partnered with gift officers to enhance pipeline development, maintain CRM database integrity, and lead quarterly portfolio reviews.

As the data visualization and analytics team lead, she developed a fundraiser dashboard and launched an affinity scoring system, significantly increasing fundraising efficiency and prospect-to-donor conversions. Jamie also serves as a member of the board of directors and board treasurer of NEDRA, supporting the professional growth and education of fundraising researchers. Before joining Harvard University, Jamie built her development and research skills in a small-shop human services nonprofit and served as a legislative aide at the Massachusetts House of Representatives. She holds a BS from Seton Hall University and an MS from Eastern Nazarene College.

COST:

$250 for Members

$325 for Non-members

LOCATION:

The Westin Portland Harborview

157 High Street

Portland, ME 04101