Driving Success Dashboard
Driving Success: Tracking Targets, Engaging Contributors, and Amplifying Donations for our Nonprofit.
Last updated
Driving Success: Tracking Targets, Engaging Contributors, and Amplifying Donations for our Nonprofit.
Last updated
@KindX.org
The dashboard begins by showcasing the nonprofit’s overall goals, followed by a section displaying LYBUNT (Last Year But Not This) and SYBUNT (Some Year But Not This) donors per households and organization. These are presented alongside a list of previous donors for the team to follow up on. Additionally, the dashboard includes information on overdue accounts and donations that are currently open in the donation phase.
Below, we present a breakdown of the specific components featured in the above dashboard:
What it measures: This shows my nonprofit's progress towards its current year's fundraising target, similar to the speedometer in the car. In the above, we can see that we have achieved $197K or 66% of the total donation goal of $300K for the year.
Why it’s important: With a single click we can see multiple options for the various periods that can be selected. The dashboard is designed to offer flexibility, allowing you to customize your view based on your needs. By default, the time frame is set to 7 days, giving you a quick snapshot of recent activity. However, if you wish to gain a broader perspective, you can easily adjust this view to encompass 14 or even 30 days.
This adaptability ensures you have the insights necessary to make informed decisions, whether you're tracking trends or analyzing performance over a more extended period. Select your desired time frame, and the data updates instantly to reflect your choice, making it easier to stay on top of your donation metrics.
What it measures: The "New Donors Goal" chart showcases the organization's current progress in acquiring new donors for the year, visually showing the number of new supporters for the nonprofit. For example, the nonprofit gained four new supporters this year which represents 10% progress towards the yearly goal of 40 new donors.
Why it’s important: Tracking these new donors provides insights into the effectiveness of donor acquisition strategies, allowing the organization to optimize efforts and expand its donor base.
What it measures and Why it’s important:
The dashboard begins by showcasing the nonprofit’s overall goals, followed by a section displaying LYBUNT (Last Year But Not This) and SYBUNT (Some Year But Not This) donors per household and organization. These are presented alongside a list of previous donors for the team to follow up on. Additionally, the dashboard includes information on overdue accounts and donations that are currently open in the donation phase.
To provide a comprehensive understanding of your campaigns and donations, the dashboard is enriched with several interactive features:
Quick Top Overview: Instantly view critical metrics like the total amount of donations received, average donation values, the number of donors, and any refunds processed. This snapshot helps in assessing campaign performance swiftly.
Visual Graphs: Interactive graphs visually represent donation trends, allowing you to track changes over time and identify successful periods at a glance.
Recent Donations: Quickly access details of the most recent donations, including summaries of the campaign name, donation method, and amount. This feature aids in monitoring ongoing contributions.
Campaign Performance: Track your most active campaigns by reviewing total donations, the number of donors, and overall progress towards goals. This insight helps you focus efforts on the most impactful campaigns.
Moreover, users can adjust the time frame for data analysis, choosing between 7, 14, or 30 days, to better understand trends over different periods. For convenience, the dashboard also offers the ability to print or download sections as a PDF, making it easy to share and archive important data.
By integrating these tools, the dashboard not only provides a detailed look at current performance but also equips teams with actionable insights, enhancing their ability to strategize and optimize future campaigns.
What it measures: "SYBUNT Households" displays the number of household accounts who have donated Some Years But Unfortunately Not This Year. This component is showing that there are 192 previous donors who have donated previously in the past, but not this year.
Why it’s important: Understanding the count of SYBUNT households is important as it helps nonprofits identify a specific group of donors who have made contributions the past, but not in the current year. This information allows the nonprofit to tailor its outreach and engagement strategies to reconnect with these donors to potentially regain their support, thus maximizing donor retention and overall fundraising effectiveness.
What it measures: This component displays the number of companies who have donated Last Year But Unfortunately Not This Year. In this component, there are zero companies that have donated last year but not this year, which indicates that all previous donors have indeed continued their donations this year with the nonprofit.
Why it’s important: Understanding the count of LYBUNT organizations is important as it helps the nonprofit identify a specific group of donors who have previously supported last year, but have not made any contributions for the current year. This information enables the nonprofit to create targeted campaigns for follow-up and re-engagement efforts to potentially regain the support of these companies, increasing donor retention rates.
What it measures: This component displays the number of companies who have donated Some Years But Unfortunately Not This Year. In the component, we see there are six companies who have contributed in the past, but not this year.
Why it’s important: Understanding the count of SYBUNT Org is important as it helps the nonprofit identify a specific group of donors who have made contributions in the past but not in the current year. With this information, the nonprofit can tailor outreach and engagement strategies to reconnect with these companies who previously have donated and potentially regain their support in order to maximizing organizational donor retention and overall fundraising effectiveness.
What it measures: This Donor List shows donors who have not contributed this year. It shows the donor’s name, contact name, donation total, donation average, and last year's donation amounts.
Why it’s important: This list helps organizations identify specific donors who have not contributed in the current year. Fund Managers can then create targeted efforts to re-engage with these donors and foster stronger relationships to potentially increase future donations.
What it measures: This component presents a chart with account names and the corresponding amounts for those who require follow-up due to outstanding payments. In this chart, it shows the Chen Household has an outstanding payment of $11k.
Why it’s important: This chart helps nonprofits identify and prioritize donor’s accounts that need attention to ensure timely payment collection.
The donations breakdown feature offers users a comprehensive view of their fundraising efforts, enhancing transparency and management. Let's explore the key benefits:
Daily Insights: Users can monitor their donations daily, allowing for quick assessments of fundraising performance. By understanding daily trends, you can adjust strategies effectively to maximize contributions.
Detailed Tracking: With a clear display of both donations and refunds, users can easily monitor their financials. This detailed tracking helps identify patterns and address any discrepancies promptly.
Data Accessibility: The feature lets users download a CSV file of their donation data. Access to this format allows for deeper analysis using tools like Microsoft Excel or Google Sheets and supports seamless integration with third-party applications.
This functionality improves financial comprehension and equips users to make informed decisions about their campaigns.
In the reporting section, users can access detailed insights that help streamline their engagement strategies and optimize their fundraising efforts. Here's how you can make the most of these features:
Identifying Top Donors
To find out who your most generous contributors are, navigate to the report's designated area for donor insights. Here, you’ll find a list of the top donors within your chosen timeframe. Recognizing these key supporters allows you to:
Express Gratitude: Reach out with personalized thank-you messages to acknowledge their contributions.
Build Relationships: Consider initiating further communication, potentially fostering long-term support and loyalty.
Discovering Popular Payment Methods
Understanding donor preferences in payment methods is crucial for improving transaction processes. In the reporting section, you'll see an overview of the most frequently used payment options, including digital platforms like PayPal and Stripe and traditional methods like checks or bank transfers. This data helps in:
Optimizing Payment Processes: Focus on the preferred payment methods to simplify donor transactions.
Strategic Planning: Adjust your strategies to include promotions or incentives for underutilized methods, encouraging diverse payment options.
Using these features effectively will enhance your ability to engage donors and manage funds conveniently.
For those with a Pro subscription, there are three essential donor reports available to enhance your fundraising insights:
Top Donors Report: Discover which donors contribute most to your campaigns. This helps you identify key supporters and tailor your engagement strategies accordingly.
First-Time Donors Report: Identify who is making their first donation to your cause. Understanding your new supporters can provide valuable insights into your outreach effectiveness and help you express gratitude or foster further engagement.
Recurring Donors Report: Track donors who contribute regularly. Recognizing these consistent supporters can help you build strong, ongoing relationships and develop loyalty programs.
These reports empower you to analyze donor behavior, optimize marketing efforts, and ultimately boost fundraising success.
For professional users keen on tracking the popularity of their campaigns, the Activity Page offers a comprehensive solution. Here's how it enhances your monitoring capabilities:
Real-Time Insights: The Activity Page provides an ongoing timeline of events on your site. This chronological view helps you instantly identify when a campaign is gaining traction or receiving more donations. Such insights empower you to respond swiftly and capitalize on momentum.
Enhanced Data Integration: As more addons and third-party plugins are integrated, the range of activities displayed will expand. This means you'll have access to a broader perspective on campaign engagement, allowing for a more thorough analysis.
Informed Decision-Making: By clearly identifying which campaigns resonate with your audience, you can make informed decisions about where to allocate resources or adjust strategies. Recognize patterns and trends quickly, ensuring your campaigns remain relevant and effective.
In summary, the Activity Page is a vital tool for pro users. It not only tracks campaign success in real time but also integrates data from various plugins, giving users a competitive edge in campaign management.
The latest update introduces an enhanced reporting section that addresses user feedback, offering several new tools to help you analyze your campaign performance effectively:
Daily Donation Breakdown: Get detailed insights into your campaign's donations and refunds with a daily breakdown. This feature also enables you to download all this data in a convenient CSV file for further analysis.
Activity Tracking: Stay informed about key actions by you and your donors throughout your campaigns. The activity section highlights interactions related to donations, and we plan to expand and include more activities in future updates.
Top Donors Insight: Identify and recognize your top donors over a specified period. This feature not only acknowledges key contributors but also offers opportunities for personalized communication.
Payment Method Analysis: Discover which payment methods your donors most frequently use. This includes transactions made through both online platforms and manual or offline methods.
These features provide a comprehensive view of your fundraising activities, enabling you to make informed decisions and enhance your campaign strategies.
Pro users can now enjoy enhanced features that elevate their ability to analyze and manage their campaigns effectively. Here's a breakdown of what's included:
Advanced Reporting: Dive deep into your campaign analytics with advanced reports that provide valuable insights. Notably, you can access the "LYBUNT and SYBUNT" reports. LYBUNT highlights donors who contributed last year but not this year, while SYBUNT pinpoints donors who supported at some point before this year but haven't given this year. These reports are invaluable for nonprofits aiming to reconnect with past donors.
Real-Time Activity Monitoring: Stay informed with a chronological timeline of site activities. This real-time perspective lets you quickly identify which campaigns are gaining traction or receiving donations, enabling swift and informed decision-making. Look out for additional activities to be incorporated from related add-ons and third-party plugins.
Donor Insights: Access three pivotal reports: Top Donors, First Time Donors, and Recurring Donors. The First Time Donor report is handy for identifying new supporters, helping you understand your donor base's origin, and providing an opportunity to express gratitude to those making their first contribution.
These upgraded features empower Pro users, offering deeper insights and tools to enhance their fundraising efforts effectively.
Exciting updates are on the horizon for our platform, designed to enrich your user experience and expand functionality. We are actively developing updates for some of our most favored features to integrate seamlessly with the existing interface.
Recurring Contributions: Expect enhanced capabilities and improved interaction with your regular donors.
Advocacy Expansion: We're introducing tools to empower your brand ambassadors and maximize outreach.
Streamlined Notifications: Enjoy more intuitive updates, keeping you informed without disruption.
Your feedback is vital to us! If there's a specific third-party plugin or feature you'd love to see integrated or enhanced, please reach out. We're eager to tailor the platform to better suit your needs, ensuring that our updates are aligned with community desires.
Stay tuned as we diligently work to roll out these enhancements for you!
The upgraded dashboard provides a range of blocks to help you monitor and manage your fundraising efforts effectively. Here’s a breakdown of what you can expect:
Overview Snapshot
Gain insights into your fundraising performance with a top-level overview. This block displays key metrics such as total donations received, average donation amount, the number of contributors, and any refunds processed within a specific period. You can customize this timeframe to view data for the past 7, 14, or 30 days.
Donation Trends Graph
Visualize your donation activity with an interactive timeline graph. This feature provides a clear picture of donation frequency, allowing you to spot trends and spikes in donations over time easily.
Recent Contributions
Stay updated on the latest donation activities with a block that lists recent contributions. You'll get a quick summary of each donation, including details like the campaign name, payment method, and donation amount.
Leading Campaigns
Monitor your most successful campaigns with ease. This block displays vital statistics such as total donations collected, the number of donors, and the progress toward campaign goals, helping you prioritize and focus your efforts where they're most needed.
By utilizing these blocks, you can optimize your strategy, understand donor behavior, and enhance your fundraising results.
If you have feedback or ideas for new reports and integrations, we’d love to hear from you. Here's how you can share your insights:
Contact Form: Head to our website and fill out the contact form. This is a straightforward way to communicate your thoughts directly to our team.
Email Us: Send your suggestions via email to our dedicated feedback address. Our team reviews every message and values customer input greatly.
Social Media: Connect with us on our social media platforms. Whether it’s Twitter, Facebook, or LinkedIn, drop us a message or comment. It’s a great space for quick interactions and updates.
Community Forums: Join discussions in our online community forums. Here, you can exchange ideas not just with us but also with other users.
Surveys: Keep an eye out for our user surveys. Completing these helps us gather detailed feedback and understand your needs better.
Your contributions are crucial in shaping our services and ensuring we meet your expectations. Thanks for helping us improve!
When it comes to printing or saving your dashboard data, you have multiple convenient options:
Printing Directly from the Browser Most web browsers offer a straightforward method to print the visible dashboard area directly. Simply navigate to the browser's menu and select the print option. This method captures the current view of the dashboard on paper.
Saving as a PDF Beyond just printing, browsers like Google Chrome and Mozilla Firefox allow you to save the dashboard as a PDF file. You can access this by choosing "Print" and then selecting the "Save as PDF" option under the print destination. This is perfect for those who prefer digital copies.
Third-Party Tools There are various browser extensions and third-party applications available that can enhance your dashboard's print or save functionality. These tools might offer additional features like custom layouts or bulk printing options.
These options ensure you can keep a physical or digital copy of your dashboard data as per your needs, ensuring flexibility and convenience.
The latest update, version 1.8.1, introduces several exciting new features designed to enhance your experience and efficiency in managing campaigns and donations.
Quick Overview Tiles: Instantly view your donation totals, average donation amount, donor count, and any refunds within a user-adjustable time frame—default is 7 days, but it can extend to 14 or 30 days.
Interactive Donation Graph: A timeline graph offers a visual representation of donation activity, making it easier to track trends over time.
Recent Donations Summary: Access recent donation details, including campaign name, donation method, and amount, all in one place.
Top Campaign Insights: Monitor your top-performing campaigns with detailed statistics on total donations, donor numbers, and progress.
The new reporting section delves deeper into your donation metrics, offering:
Daily Donations Breakdown: View and download a CSV file to analyze your total donations and refunds by day.
Activity Tracking: A new feature that keeps tabs on actions taken by you and your donors, with more updates planned for future releases.
Top Donor Analysis: Identify top contributors over specific periods, enabling targeted outreach and engagement efforts.
Payment Method Insights: Discover which payment options your donors prefer, whether online, offline, or alternative methods.
Pro users gain access to additional reports, providing even deeper insights:
Advanced Reporting: This includes LYBUNT (Last Year But Unfortunately Not This Year) and SYBUNT (Some Year But Unfortunately Not This Year) reports, which help identify donors who need re-engagement strategies.
Detailed Activity Log: A chronological overview of site activities allows for quick identification of trending campaigns, with the potential for expanded integration with third-party tools in future updates.
Donor Reports: Access specialized reports on top donors, first-time donors, and recurring donors, offering insights for targeted thank-yous and marketing strategies.
These updates and features provide robust tools to optimize campaign performance and donor engagement effectively.
What it measures: This chart illustrates a funnel representing the progression of open donations through various phases or stages of the donation process, indicating the dollar amount associated with each step. The funnel begins at the top with the initial phases. It progresses downwards towards the final stages just before the donation is completed, with the dollar amount reflecting the value at each stage in the sequence. As you can see, $7.1k is very close to closing.
Why it’s important: This provides the nonprofit with a clear understanding of the status and progression of open donations. By visualizing the donation journey and identifying any potential obstacles, the nonprofit can take proactive measures to optimize its fundraising strategies and ensure the successful completion of donations.
Ref: D3.01_Fundraising Manager Dashboard CY
