My Ops Dashboard

Dashboard of how are we are currently doing

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

  • Gain deep insights into donation sources throughout the year, providing a comprehensive understanding of donation inflows. It's like sitting in a cockpit, where all the key metrics are readily available.

  • Begin by exploring the first component, showcasing total donations by year, enabling you to track and analyze year-to-year comparisons effortlessly.

  • Easily examine donation data categorized by donor type, distinguishing between households and corporate accounts, for a detailed overview of contribution patterns.

1. Donations This Year:

What it measures: This component showcases the aggregate donor amount received of $197K for the present fiscal year through a gauge chart, accompanied by a predefined annual goal of $400K.

Why it’s important: By visually representing the total donor amount for the current fiscal year in relation to the set yearly goal, It plays a crucial role by providing valuable insights that enable informed decision-making and effective monitoring of the organization's financial progress, facilitating timely adjustments and strategic planning as necessary.

2. Donation Amount Fiscal Year Comparison:

What it measures: The "Donation Amount Fiscal Year Comparison" component displays and compares the donation amount per fiscal year. In the above we can see the comparison for the fiscal years 2016 to 2023.

Why it’s important: This component enables organizations to analyze donation trends across fiscal years, optimize fundraising strategies, set realistic goals, and ensure sustainable fundraising success through data-driven decision-making.

3. Donations Received by Donation Type

What it measures: The "Donations Received by Donation Type" component displays the distribution of donations across various types or categories.

Why it’s important: Understanding donation patterns and prioritizing successful donation types are crucial for optimizing fundraising strategies and maximizing their effectiveness. This information enables organizations to make informed decisions, allocate resources wisely, and engage donors strategically to achieve their fundraising goals.

4. Donations by Donor Households or Organizations

What it measures: The "Donations by Donor Households or Organizations" component provides insights into the distribution of donations from households and organizations.

Why it’s important: Understanding the distribution of donations between households and organizations is important for tailoring fundraising strategies and effectively engaging different donor segments. By analyzing these patterns, organizations can allocate resources and customize their approaches to optimize fundraising outcomes and cultivate stronger relationships with donors.

5. Donation Stages

What it measures: The "Donation Stages" component provides visibility into the various stages of the donation process.

Why it’s important: This component allows organizations to effectively manage and track the progress of donations through different stages. By having visibility into donation stages, organizations can identify potential bottlenecks or areas of improvement, streamline processes, and ensure timely follow-up or engagement with donors. This helps maintain transparency, improve efficiency, and maximize the effectiveness of the overall donation management process.

6. Potential Donations by Stage

What it measures: The "Potential Donations by Stage" component displays ongoing donations that have not been closed yet.

Why it’s important: This component enables organizations to track and manage ongoing donation opportunities that have not been closed yet. By having visibility into potential donations at different stages, organizations can prioritize follow-up actions, ensure timely engagement, and maximize their fundraising success.

7. Top 10 Donations Currently Open

What it measures: The "Top 10 Donations Currently Open" component highlights the highest-value donations that are currently in progress and have not yet been closed.

Why it’s important: This component helps organizations prioritize high-value donations in progress, allocate resources effectively, and increase the likelihood of successful closure. It maximizes fundraising outcomes, generates significant revenue, and advances organizational goals.

Ref.: #D1.02

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