
Donation Date
Donor
Donor Type
Donor Country
Donation Amount
Donation Type
Donation Source
Appeal
Required Attributes
To get your Donations (advanced) dashboard, you need to provide a Tableau workbook file with (at least) the following 5 attributes (the name of your attributes can differ):
- Donation Date Date-Time of the donation (Date used for time-series analysis)
- Donor Donor name
- Donor Type Donor type (eg "Individual", "Fondation"...)
- Donor Country Country of the donor
- Donation Amount Amount of the donation
- Donation Type Donation type (eg "Cash", "Service", "In Kind"...)
- Donation Source Donation source (eg "Marketing Campaign", "Online"...)
- Appeal Appeal
KPIs
Your DONATIONS (ADVANCED) dashboard will contain 9 KPIs
- Nb of GiftsTotal number of gifts
- Total DonationsTotal donation amount
- Avg GiftAverage gift amount
- Nb of DonorsTotal number of donors
- Nb of New DonorsTotal number of new donors
- Nb of Gifts per DonorAverage number of gift per donor
- Nb of AppealsTotal number of appeals
- Donations per AppealAverage donation amount per appeal
- Donor AgingAverage number of years between first and last donation per donor
Dashboard Pages & Data Visualizations
Your Donations (advanced) dashboard will contain 10 pages
Home
Cockpit
Donations Cockpit
Donations (advanced) Top Performers
Donations Analytics
Donations Appeals
Behavioral Analytics
Donations (advanced) Adhoc Analysis
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):
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!