Providea workbookcontaining at least8 attributes
Geta ready-to-use,best-in-marketDONATIONS dashboard
Donations Home
Donations Home
Get a Home Page for your Donations dashboard
Donations Cockpit
Donations Cockpit
Get an overview of your donations performance: Nb of Donors, Total Donations, Appeals Performance...
Donations - RFM Analysis (Recency-Frequency-Monetary)
Donations - RFM Analysis (Recency-Frequency-Monetary)
The RFM Analysis creates an actionable segmentation of your donor base
RFM Donor Base
RFM Donor Base
Overview of your donor base by RFM Segment
8 required attributes
Donation Date
Donor- Donor Type
Donor Country
Donation Amount- Donation Type
- Donation Source
- Appeal
9 KPIs
15 dashboard pages
- Donations Home
- Donations Cockpit
- Donations - RFM Analysis (Recency-Frequency-Monetary)
- RFM Donor Base
- Donations Top KPIs Breakdown
- Donations Top KPIs Trends
- Donations Performance Cockpit
- 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
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 AgingAverage number of years between first and last donation per donor
and 15 dashboard pages
Home
Donations Home
Donations Home
Get a Home Page for your Donations dashboard
Cockpit
Donations Cockpit
Donations Cockpit
Get an overview of your donations performance: Nb of Donors, Total Donations, Appeals Performance...
Donations Top KPIs Breakdown
Donations Top KPIs Breakdown
Get a transverse view on your top 6 Donations KPIs, split by the dimension of your choice
Donations Top KPIs Trends
Donations Top KPIs Trends
Visualize how your Donations KPIs are evolving (Month-to-Date, Year-to-Date)
Donations Performance Cockpit
Donations Performance Cockpit
Visualize the performance on your top 4 Donations KPIs, how this performance evolves over time and who contributes to this performance
Donations Analytics
Donations - RFM Analysis (Recency-Frequency-Monetary)
Donations - RFM Analysis (Recency-Frequency-Monetary)
The RFM Analysis creates an actionable segmentation of your donor base
RFM Donor Base
RFM Donor Base
Overview of your donor base by RFM Segment
Donations Top Donors
Donations Top Donors
Know exactly who are your top donors
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
Get an overview of the evolution of the donations during your appeal lifetime
Behavioral Analytics
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.
GeoAnalytics
Donations Country Analysis
Donations Country Analysis
Visualize the performance of any of your Donations KPIs, at Country level
Trends Analytics
Donations Trends Analysis
Donations Trends Analysis
Visualize the evolution of any of your Donations KPIs: Trends, Performance & Year over Year
Distribution Analytics
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
Perform a Pareto Analysis on any of your Donations KPIs: the 80/20 rule.
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
Transverse Functions
Sales Planning
Digital Marketing
Social Media
Procurement
Finance
Profit & Loss
Balance Sheet
Supply Chain
Quality & Production
General Services
Service Desk / Call Center
Project Management
Sentiment Analysis
Classification
Specific to a Business Sector
Retail
Healthcare
Medical Visits
Fundraising
Education
Insurance
Banking
Telecommunications
Start-up
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!
