Providea workbookcontaining at least8 attributes
Geta ready-to-use,best-in-marketDONATIONS dashboard
Donations Home
Donations Home![Donations Home]()
Get a Home Page for your Donations dashboard
Donations Cockpit
Donations Cockpit![Donations Cockpit]()
Get an overview of your donations performance: Nb of Donors, Total Donations, Appeals Performance...
Donations Top KPIs Overview
Donations Top KPIs Overview![Donations Top KPIs Overview]()
Get a transversal view on your top 6 Donations KPIs, split by the dimension of your choice
Donations Top KPIs Evolution
Donations Top KPIs Evolution![Donations Top KPIs Evolution]()
Visualize how your Donations KPIs are evolving (Month-to-Date, Year-to-Date)
8 required attributes
Donation Date
Donor- Donor Type
Donor Country
Donation Amount- Donation Type
- Donation Source
- Appeal
9 KPIs
13 dashboard pages
- Donations Home
- Donations Cockpit
- Donations Top KPIs Overview
- Donations Top KPIs Evolution
- Donations Top Donors
- Donations Appeals Life Cycle
- Donations Appeals Lifetime
- Donations Seasonality Analysis
- Donations Country Analysis
- Donations Trends Analysis
- Donations Segmentation Analysis
- Donations Pareto Analysis
- Donations KPI Performance
Detailed presentation of the DONATIONS dashboard
Your DONATIONS 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 Aging (years)Average number of years between first and last donation per donor
and 13 dashboard pages
Home
Donations Home
Donations Home![Donations Home]()
Get a Home Page for your Donations dashboard
Cockpit
Donations Cockpit
Donations Cockpit![Donations Cockpit]()
Get an overview of your donations performance: Nb of Donors, Total Donations, Appeals Performance...
Donations Top KPIs Overview
Donations Top KPIs Overview![Donations Top KPIs Overview]()
Get a transversal view on your top 6 Donations KPIs, split by the dimension of your choice
Donations Top KPIs Evolution
Donations Top KPIs Evolution![Donations Top KPIs Evolution]()
Visualize how your Donations KPIs are evolving (Month-to-Date, Year-to-Date)
Donations Analysis
Donations Top Donors
Donations Top Donors![Donations Top Donors]()
Know exactly who are your top donors
Donations Appeals Life Cycle
Donations Appeals Life Cycle![Donations 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 Lifetime]()
Get an overview of the evolution of the donations during your appeal lifetime
GeoAnalytics
Donations Country Analysis
Donations Country Analysis![Donations Country Analysis]()
Visualize the performance of any of your Donations KPIs, at Country level
Behavioral Analytics
Donations Seasonality Analysis
Donations Seasonality Analysis![Donations Seasonality Analysis]()
Quickly identify seasonality patterns in your Donations dashboard. You can select any KPI you like, across multiple time level of details.
Trends Analysis
Donations Trends Analysis
Donations Trends Analysis![Donations Trends Analysis]()
Visualize the evolution of any of your Donations KPIs: Trends, Performance & Year over Year
Distribution Analysis
Donations Segmentation Analysis
Donations Segmentation Analysis![Donations Segmentation Analysis]()
Visualize the value of any of your Donations KPIs, split by the dimension you selected (market share analysis)
Donations Pareto Analysis
Donations Pareto Analysis![Donations Pareto Analysis]()
Perform a Pareto Analysis on any of your Donations KPIs: the 80/20 rule.
Donations KPI Performance
Donations KPI Performance![Donations KPI Performance]()
Visualize the overall performance of any of your Donations KPIs: what is the performance, how does this performance evolve, who contributes to this performance
Creating your DONATIONS dashboard Step-by-Step
You want to get a clear understanding on your Donations results? You want to build a Tableau dashboard to better understand your Donations data?
Using LinPack-for-Tableau.com, you can generate an eye-catching, fit-for-purpose Tableau Dashboard on your Donations data in less than 5 minutes!
1st STEP: Create the initial Tableau workbook file
Create a Tableau workbook in which you map your Donations 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):
-
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
2nd STEP: Upload your Tableau workbook file
On LinPack-for-Tableau.com, select 'create dashboard from template: Donations' and upload your Tableau workbook (note: your data is NOT uploaded).
Dashboard Template
- Predefined (and customizable) KPIs
- Predefined DataViz
Finance
Procurement
Digital Marketing
Processes
Case Management
Banking
Healthcare
Telecommunications
Fundraising
Insurance
3rd STEP: Map your attributes
Map the attributes of your workbook on the attributes of the template.
Finally, click 'Confirm & Download'... and your Donations dashboard is already downloading :-)
Open the Tableau workbook file you received, it will automatically reconnect to your data sources.
Your Donations dashboard is now ready to be used or customized!
Just give it a try here :-)
