Top 5 Metrics for Donor Management (Mini Reporting Class)
Supplemental Materials for this Webinar
- 26 Essential KPIs to Track Article from DonorSearch
- Reporting Lab #1: Total Donations Per Year With and Without Donor Breakdown
- Reporting Lab #2: Total Donations Per Year Chart
- Reporting Lab #3: Create Dashboard and Add Reports
- Reporting Lab #4: Goal vs Actual Total Amout Raised
- Reporting Lab #5: Donor Giving History Cross-Tab (major donors, new donors, lapsed donors)
- Reporting Lab #6: # and % of First Time Donors and Non-Returning First Time Donors
- Reporting Lab #7: # and % of Non-Returning First Time Donors Chart(s)
- Reporting Lab #8: # and % of Donors Who Set Up a Recurring Donation
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