LHI Advancement Performance Dashboard

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Goal exceeded On track Monitor Needs attention Baseline / awaiting data

Looking Ahead

The LHI Advancement Performance Dashboard is designed to evolve into a comprehensive performance management platform for Advancement. Future enhancements will reduce manual reporting, improve visibility, and provide deeper insight into fundraising performance and organizational effectiveness.

Planned Enhancements

  • Direct integrations with Bloomerang, Fundraise Up, Google Analytics 4, Mailchimp, and Meta Ads
  • Automated monthly data synchronization
  • Historical trend analysis and month-over-month comparisons
  • Executive and board-ready PDF exports
  • KPI drill-downs with supporting detail
  • Custom dashboard views for leadership, Advancement staff, and the Board of Directors

Data Sources

Bloomerang
Fundraise Up
Google Analytics 4
Mailchimp
Meta Ads

Dashboard Version 1.0
Phase 1 · Monthly YTD Updates
July 2026

KPI calculation

How it is calculated

Data source