dashboard page template for tableau on Non-for-Profit Fundraising Donations (advanced) Donations Cockpit data visualization dataviz

 

Presentation

This dashboard page helps your to visualize an overview of your fundraising performance.

It is composed of four main sections:

  • Donations
  • Donors
  • Results per Country
  • Appeals

 

Donations

This DataViz shows you the key information you must know on your donations:

 

Donors

This DataViz shows the key figures on your donors:

Below, the word-cloud shows the types of donors you have.

 

Results per Country

This DataViz shows you the performance of your fundraising activities by Country:

 

Appeals

This DataViz shows:

Below, you can visualize your appeals with their related performance:

 

Select Current Period

'Current Month' and 'Current Year' selectors allow you to easily select what is the period (month and year) you want to analyze.

 

Select Performance Scope

'Performance Scope' selector allows you to easily switch from one type of Performance Analysis to another.

Just pick-up what you want to analyze:

There are five types of Performance Analysis available:

  • Current Month vs Previous Month (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Nov-2016)
  • Current Month vs Same Month, Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze Nov-2017 vs Oct-2017)
  • Current Month: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual Nov-2017 vs Target Nov-2017)
  • Year-to-Date: Current Year vs Previous Year (e.g. if you selected Nov-2017 as being your current month, you will analyze YTD Nov-2017 vs YTD Nov-2016)
  • Year-to-Date: Actual vs Target  (e.g. if you selected Nov-2017 as being your current month, you will analyze Actual YTD Nov-2017 vs Target YTD Nov-2017)

Note: 'Current Month: Actual vs Target' and 'Year-to-Date: Actual vs Target' are only available in the list if at least one of your KPIs is defined as having a related Target.

 

Filter your data

This data visualization comes with four top filters:

In your Donations (advanced) dashboard, you will be able to filter on:

  • Donor TypeDonor type (eg "Individual", "Fondation"...)
  • Donor CountryCountry of the donor
  • Donation TypeDonation type (eg "Cash", "Service", "In Kind"...)
  • Donation SourceDonation source (eg "Marketing Campaign", "Online"...)

 

How to read a KPI Card

This DataViz shows the performance of a given KPI.

It combines three components.

  • In the foreground, you can see the KPI name, its value and a symbol that indicates whether the KPI is above or under the reference (the reference is defined by the chosen value in the Performance Scope selector). This first component is colored depending on the evaluation.
  • In the background, an area chart shows the monthly evolution of the KPI across the last 24 months based on the selected period.
  • Below the chart, the variance in % vs the reference is displayed.

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Cockpit

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Get an overview of your donations performance: Nb of Donors, Total Donations, Appeals Performance...

Donations (advanced) Top Performers

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Top 4 KPIs Trends (MTD/YTD)

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Visualize how your Performance is evolving (Month-to-Date and Year-to-Date)

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Donors

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Get an overview about who your donors are

Donations Appeals

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Get an overview of the life cycle of each of your appeals: start date, end date, frequency of donation

Donations Appeals Lifetime

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Visualize the lifetime of each appeal from first donation date

Behavioral Analytics

Donations (advanced) Adhoc Analysis

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Perform simple ad-hoc analysis on your Donations (advanced) data set: analyze any of your KPIs across any dimension (trends, distribution and pareto analysis)

Donations (advanced) Seasonality Analysis

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Quickly identify seasonality patterns in your Donations (advanced) dashboard. You can select any KPI you like, across multiple time level of details.

GeoAnalytics

Donations (advanced) Country Analysis

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Visualize the performance of any of your Donations (advanced) KPIs, at Country level

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