CEO's Time Machine Dashboard

The data in the dashboard changes based on time period selected from my customized dropdown list

Dashboard below uses power of data visualization to show the sources of donations:

  • We can do this by adding a filter on the dashboard of key metrics for the nonprofit that provides the user the ability to change between the following time periods:

    • Current Year (All),

    • Last Fiscal Quarter,

    • Last Fiscal Year,

    • Last Month, and

    • Last 3 Fiscal Years, etc.

    Note: The above time periods are customizable based on the specific needs of the user.

Below, we present a breakdown of the specific components featured in the above dashboard:

1. The Filter Selector allows users to choose between predefined date ranges through filters.

With a single click we can see multiple options for the various time periods that can be selected.

2. Current Year ("CY") Donations:

What it measures: This component provides a quick and easy overview of the donation amount for the present year, serving as a baseline to assess fundraising performance at a glance. This component shows the current year ("CY") donations are a total of $197k.

Why it’s important: Current year donations are important because they reflect the nonprofit’s fundraising progress and financial performance. Tracking these donations helps nonprofits measure their success and make informed decisions.

3. Donor Count:

What it measures: This component offers a simple and convenient summary of the number of donors, providing an at-a-glance overview of donor participation. At a quick glance, we can see that the number of donors this year is 59 donors.

Why it’s important: Donor count is important because it indicates the level of support and engagement from the people who matter the most, your donor base. It helps measure the nonprofit's donor base and assess its potential for fundraising success.

4. Donation %age Change:

What it measures: This component displays the percentage difference in donations, indicating the growth or decline compared to a previous period. In the above chart, it shows that the current year (”CY”) donations were higher by 126.7% compared to the prior year (”PY”).

Why it’s important: The percentage change in donations provides valuable information as it indicates the growth or decline in fundraising efforts. This information helps with understanding the effectiveness of the nonprofit’s strategies, along with identifying areas of improvement and making data-driven decisions to drive towards financial and overall success.

5. Donations Given By Household:

What it measures: This component displays a chart of total donation amounts by household, sorted from highest to lowest, providing insights into the distribution of contributions.

Why it’s important: Understanding household donations is important for nonprofits as it enables them to identify key supporters, cultivate long-term relationships, and personalize fundraising efforts based on individual donor preferences and giving capacities.

6. Corporate Donors:

What it measures: This component provides a list view of corporate donors sorted by amount highest to lowest.

Why it’s important: Having a list of corporate donors is important for nonprofits as it allows recognition and appreciation of the companies that have shown support through donations, fostering positive relationships and potential avenues for future collaboration. Additionally, understanding corporate donor trends and preferences helps nonprofits tailor their fundraising strategies to attract and engage other businesses in their cause.

7. Donors By Range:

What it measures: This displays the count of donors sorted into donation giving ranges. From the chart, we have 206 donors which are separated by donation giving ranges. In this example, we categorized donations by range, <$50, $50-$100, $101 - $500, $501 - $1000, +$1000.

Why it’s important: Knowing the distribution of donors based on donation amount ranges is important as it provides nonprofits with valuable insights into the varying degrees of backing received from donors.

8. Total Number of Donors Year To Date (YTD):

What it measures: This component shows the count of donors based on their donation type. The example displays a YTD total number of donors (1471) to the nonprofit then further categorized by donation type, for this example:

  • Dollar donation,

  • In-kind gift

  • Memberships

  • Other

Note: These values can be tailored to your nonprofit needs.

Why it’s important: Knowing the total number of donors by donor type is important for nonprofits to understand the donor base composition and tailor effective engagement strategies. This information enables optimization of fundraising efforts and evaluation of outreach effectiveness for different donor types.

9. Total Donation by Type YTD:

What it measures: This component displays a chart that represents the total donation amount categorized by donor type. The example displays a total amount of donations ($1.5m), then displays the distribution by donation type.

Why it’s important: This component is important as it helps organizations understand the distribution of donations across different donor types. This information helps nonprofits understand donation distribution among donor types, enabling them to optimize fundraising strategies and personalize engagement strategies for varied donor groups.

Ref: D2.01_Exec Donor Dashboard w/ Filters

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