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Getting to Goal: Pipeline Reporting that Goes the Distance

Track: Data Science Now

Session Number: 6054
Date: Tue, Jul 26th, 2022
Time: 10:45 AM - 11:45 AM
Room: International 7

Description:

Coming into the public phase of their campaign, Syracuse University needed a way to produce solicitation forecast data for all schools, colleges, and central units quickly and easily. Senior leadership needed to know specifically, not anecdotally, how likely they were to succeed in achieving the assigned goals. Join members of the Syracuse University Prospect Development & Analytics team to learn how they took a labor-intensive annual data project and turned it into a sophisticated, year-round pipeline report, featuring close-rate calculations that illustrate potential gaps in getting to goal.
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees can apply close-rate calculations to predict outcomes of solicitations.
Learning Objective #2: Attendees can assess planned work to conclude whether their organization can reach their fundraising goal.
Primary Competency: RM:Competency 8: Pipeline Management
Secondary Competency: DS:Competency 4: Statistical Techniques and Competencies
Tertiary Competency: DS:Competency 5: Visualization/Reporting Techniques and Competencies
Intended Audience Level: Level II
Recommended Prerequisites: Data visualization experience recommended (Excel, Tableau, Power BI, etc.). Basic understanding of pipeline management and goal-setting.
Organization Size: Mid-Size/Large
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees can apply close-rate calculations to predict outcomes of solicitations.
Learning Objective #2: Attendees can assess planned work to conclude whether their organization can reach their fundraising goal.
Primary Competency: RM:Competency 8: Pipeline Management
Secondary Competency: DS:Competency 4: Statistical Techniques and Competencies
Tertiary Competency: DS:Competency 5: Visualization/Reporting Techniques and Competencies
Intended Audience Level: Level II
Recommended Prerequisites: Data visualization experience recommended (Excel, Tableau, Power BI, etc.). Basic understanding of pipeline management and goal-setting.
Organization Size: Mid-Size/Large