At Neon, we are committed to continuously improving our products and services. We know it can make a difference for organizations working hard to improve and support their communities. That’s why we are very excited about a major update to NeonCRM that has been in the works for some time now. I’m excited to give you a preview of what we have in store for you and your organization next week.
The dashboard in NeonCRM is getting a major upgrade and will now be known as Neon Mission Control. You will now have the power to choose between over 40 different ways to configure widgets, including the standard widgets you are used to seeing on your to-do list, as well as brand new charts, reports, and data widgets immediately available when you sign into your Neon system.
Another great aspect of Neon Mission Control is that users can customize and personalize their own dashboard as they see fit, even within the same organization. Save for an Admin Message, there are no required widgets and you can view as many as you can fit on the page. You can now make quick key assessments as soon as you open Neon using the power of your data. Near all of the widgets were made to be actionable and verifiable.
What’s great about this new upgrade is that you and your organization will now have easier access to dynamic and digestible information that’s relevant to you and your staff members. You’ll have your finger on the pulse of the organization with this new dashboard.
There are six key types of widgets you’ll be able to access. We looked at all of the different types of data that are tracked in Neon and came up with the very best ways to analyze and display each one. Here is a summary of some of the major things you will get to see upon its release September 23, 2017.
[Some screenshots featured in this post are using sample data may be adjusted in appearance in successive updates.]
This widget has got the Neon team the most excited. The Fundraising KPIs are 14 statistics that are important in assessing the health of your organization and how well it is doing at fundraising. These 14 indicators were identified in a collaborative study conducted by the Fundraising Effectiveness Project.
There are many benchmark stats in the KPIs widget, including: donor retention rates, donor attrition rates, as well as growth and acquisition rates.
The prospect forecast is an interesting graph that represents total prospects in terms of revenue and color codes them according to stages of prospecting. Potentially, those not yet started in the prospecting process could be in red, those in progress in yellow, and those that are closed in green. It’s a great way to keep track of overall or individual solicitation progress.
Data grids are, simply put, data tables and are especially useful for comparing ongoing metrics.
You can compare historical and current campaigns, social fundraisers, and other data types against each other, as well as view event, email campaign, membership level statistics and more.
In addition to the Prospect Forecast bar, there are 3 additional types of configurable charts you can use to graphically illustrate your data.
Bar charts can be an easy way to visualize and compare various categories or stages. Some bar charts include donor retention, upgrades/downgrades, campaign revenue or progress, and memberships.
Line charts are used to track statistical change over time such as average donation amount, average retention or attrition rates, donor volume and cumulative amount/count.
Pie charts can make comparing two categories register instantly. You can create charts to view things like online vs. offline donations, memberships, and event registrations or view the proportions of recurring or one-time donations.
And, as mentioned above, you will still have access to same standard tools you had in the original dashboard. But now, standard features such as the calendar, mail merge status, and favorite accounts are in widget form.
For this upcoming release, the widgets generally lean more towards fundraising insights but we will continue to release more that also shed light on membership, events, or volunteers for organizations like associations.
We haven’t been the best about providing actionable metrics like this before but we’ve been eager to materialize easily accessible ways for you to make the most of your data and understand your organization. We think this is a big leap forward in that direction and hope that it helps nonprofits like you do more good. Again, look forward to the update to go live on September 23, 2017!