/uploads/galerie/000167/Donations Cockpit W.PNG /uploads/galerie/000167/Donations Cockpit D.PNG
8 required attributes
  • dateDonation Date
  • stringDonor
  • stringDonor Type
  • stringDonor Country
  • numericDonation Amount
  • stringDonation Type
  • stringDonation Source
  • stringAppeal
9 KPIs
  • Nb of Gifts
  • Total Donations
  • Nb of Donors
  • Nb of New Donors
  • Nb of Appeals
  • Donor Aging (years)
  • Avg Gift
  • Nb of Gifts per Donor
  • Donations per Appeal

Detailed presentation of the DONATIONS dashboard

Your DONATIONS dashboard will contain 9 KPIs

  • Nb of GiftsTotal number of gifts
  • Total DonationsTotal donation amount
  • Nb of DonorsTotal number of donors
  • Nb of New DonorsTotal number of new donors
  • Nb of AppealsTotal number of appeals
  • Donor Aging (years)Average number of years between first and last donation per donor
  • Avg GiftAverage gift amount
  • Nb of Gifts per DonorAverage number of gift per donor
  • Donations per AppealAverage donation amount per appeal

and 13 dashboard pages

Home

Donations Home

Donations Home
Donations HomeDonations Home
Get a Home Page for your Donations dashboard

Cockpit

Donations Cockpit

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

Donations Top KPIs Evolution

Donations Top KPIs Evolution
Donations Top KPIs EvolutionDonations Top KPIs Evolution
Visualize how your Donations KPIs are evolving (Month-to-Date, Year-to-Date)

Donations Top KPIs Overview

Donations Top KPIs Overview
Donations Top KPIs OverviewDonations Top KPIs Overview
Get a transversal view on your top 6 Donations KPIs, split by the dimension of your choice

Donations Analysis

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

GeoAnalytics

Donations Country Analysis

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

Behavioral Analytics

Donations Seasonality Analysis

Donations Seasonality Analysis
Donations Seasonality AnalysisDonations 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 AnalysisDonations 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 AnalysisDonations 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 AnalysisDonations Pareto Analysis
Perform a Pareto Analysis on any of your Donations KPIs: the 80/20 rule.

Donations KPI Performance

Donations KPI Performance
Donations KPI PerformanceDonations 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):

  • date
    Donation Date Date-Time of the donation
  • 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' 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 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 :-)

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