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Visualize your fundraising data using dynamic, custom dashboards to highlight trends, explore details, and transform insights into smarter, faster decisions.

Dashboards: Real-time insights for real-time action

OUR DIFFERENCE: See your data your way

CRM Dashboard LP

Make decisions faster with access to live, decision-ready insights with no manual lift so you can always operate with the latest information at your fingertips.

Make smarter decisions with conviction and move from data to decision in seconds using dynamic dashboards that surface the fundraising insights you're looking for.

Built-in permissionning ensures the right people see the right data. Maintain control and security while unlocking value across teams and stakeholders.

Everything you need to get more from your data

Analytics

Dashboard hub

Get a single, integrated command center to build real-time dashboards based on your fundraising data.

Dashboard

Dynamic widgets

See your data your way by selecting charts, tables, and graphs to spotlight your data.

Monitoring

Drill into your data

Get high-level trends and drill down into more granular insights with a single click.

Article person

Tailor visibility

Control access and ensure the right teams to see data that's relevant to them with robust role-based permissions.

Database search

Transform your data

Use groups, filters, and calculations across fields to display insights, not just numbers.

Better data insights are just the start

Juniper Square powers a connected platform of fund technology and services to increase efficiency and elevate every investor touchpoint.