Top 5 Metrics for Donor Management (Mini Reporting Class)

Top 5 Metrics for Donor Management (Mini Reporting Class)

Supplemental Materials for this Webinar

1. 26 Essential KPIs to Track Article from DonorSearch
2. Reporting Lab #1: Total Donations Per Year With and Without Donor Breakdown
   
   

    

3. Reporting Lab #2: Total Donations Per Year Chart

   
   
   
   

4. Reporting Lab #3: Create Dashboard and Add Reports

   
   
   
   

5. Reporting Lab #4: Goal vs Actual Total Amout Raised
   
   

    

6. Reporting Lab #5: Donor Giving History Cross-Tab (major donors, new donors, lapsed donors)

   
   
   
   

7. Reporting Lab #6: # and % of First Time Donors and Non-Returning First Time Donors

   
   
   
   

8. Reporting Lab #7: # and % of Non-Returning First Time Donors Chart(s)

   
   
   
   

9. Reporting Lab #8: # and % of Donors Who Set Up a Recurring Donation