dashboard
The dashboards for grants and donations are excellent It would be amazing to have something similar for reporting on our organization's finances and investment performance. Graphic presentation of info is important to our finance committee, and it seems a shame to have to create everything manually from exported reports now that CSuite has dashboard capabilities.
Create a dashboard for financial performance. (budget YTD and full year, year over year, trends, etc.) Allow user to select and save filters (accounts, fund groups, etc.)
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Sally Gillespie
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