How the team uses data to make daily improvements
“Secondly I love all the dashboarding features. I use high-level views to monitor weekly and monthly overall performance. But what’s chill is I can go as granular as I want. What have my week-over-week shift scores looked like over the past quarter? What about the average age of the new donors over the past weeks? It just takes me two clicks to get the answer.
Generally, I believe in using data to make small, incremental, daily changes. I’ve used the dashboards as my main information feed to make these changes over the past year, and look where it got us! I also have three direct reports: one team manager and two sales coaches. And all of us use the B+W Location Manager to monitor different insights.
Our sales coaches give support to fundraisers in the field based on real-time leaderboards. They can see when fundraisers start, where they are and how they’re performing. So if one of our fundraisers has an off-day, the sales coach will give a quick call to spark their motivation. Our team manager uses the location manager to plan our fundraising activities, and canvas the team across the locations that are most likely to return high shift scores.”.