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Detailed presentation of the DONATIONS (ADVANCED) dashboard

Your DONATIONS (ADVANCED) dashboard will contain 9 KPIs

and 10 dashboard pages

Home

Donations (advanced) Home

Donations (advanced) Home
Donations (advanced) HomeDonations (advanced) Home
Get a Home Page for your Donations (advanced) dashboard

Cockpit

Donations Cockpit

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

Donations (advanced) Top Performers

Donations (advanced) Top Performers
Donations (advanced) Top PerformersDonations (advanced) Top Performers
Get an instant understanding of your top Donations (advanced) performers

Top 4 KPIs Trends (MTD/YTD)

Top 4 KPIs Trends (MTD/YTD)
Top 4 KPIs Trends (MTD/YTD)Top 4 KPIs Trends (MTD/YTD)
Visualize how your Performance is evolving (Month-to-Date and Year-to-Date)

Donations Analytics

Donations Top Donors

Donations Top Donors
Donations Top DonorsDonations Top Donors
Know exactly who are your top donors

Donations Appeals Life Cycle

Donations Appeals Life Cycle
Donations Appeals Life CycleDonations Appeals Life Cycle
Get an overview of the life cycle of each of your appeals: start date, end date, frequency of donation

Donations Appeals Lifetime

Donations Appeals Lifetime
Donations Appeals LifetimeDonations Appeals Lifetime
Get an overview of the evolution of the donations during your appeal lifetime

Behavioral Analytics

Donations (advanced) Adhoc Analysis

Donations (advanced) Adhoc Analysis
Donations (advanced) Adhoc AnalysisDonations (advanced) Adhoc Analysis
Perform simple ad-hoc analysis on your Donations (advanced) data set: analyze any of your KPIs across any dimension

Donations (advanced) Seasonality Analysis

Donations (advanced) Seasonality Analysis
Donations (advanced) Seasonality AnalysisDonations (advanced) Seasonality Analysis
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

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

Creating your DONATIONS (ADVANCED) dashboard Step-by-Step

You want to get a clear understanding on your Donations (advanced) results? You want to build a Tableau dashboard to better understand your Donations (advanced) data?

Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Donations (advanced) data in less than 5 minutes!

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Donations (advanced) data (whether it comes from: ERP, database, Excel, CSV file...)

You must retrieve at least the following attributes (it is ok if the names don't match, and it is better to add additional attributes to analyze):

  • date
    Donation Date Date-Time of the donation (Date used for time-series analysis)
  • string
    Donor Donor name
  • string
    Donor Type Donor type (eg "Individual", "Fondation"...)
  • string
    Donor Country Country of the donor
  • numeric
    Donation Amount Amount of the donation
  • string
    Donation Type Donation type (eg "Cash", "Service", "In Kind"...)
  • string
    Donation Source Donation source (eg "Marketing Campaign", "Online"...)
  • string
    Appeal Appeal

2nd STEP: Upload your Tableau workbook file

On LinPack-for-Tableau.com, select 'create dashboard from template: Donations (advanced)' and upload your Tableau workbook (note: your data is NOT uploaded).

3rd STEP: Map your attributes

Map the attributes of your workbook on the attributes of the template.

Finally, click 'Confirm & Download'... and your Donations (advanced) dashboard is already downloading :-)

Open the Tableau workbook file you received, it will automatically reconnect to your data sources.

Your Donations (advanced) dashboard is now ready to be used or customized!


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