Business dashboard template: DONATIONS (EXPERT)

dashboard template for tableau on Non-for-Profit Fundraising Donations (expert) cockpit

Providea workbookcontaining at least8 attributes

Geta ready-to-use,best-in-marketDONATIONS (EXPERT) dashboard

Donations (expert) Home

Get a Home Page for your Donations (expert) dashboard

Donations Cockpit

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

Donors

Get an overview about who your donors are

Donations - RFM Analysis (Recency-Frequency-Monetary)

The RFM Analysis creates an actionable segmentation of your donor base

8 required attributes

Donation Date
Donor
Donor Type
Donor Country
Donation Amount
Donation Type
Donation Source
Appeal

9 KPIs

12 dashboard pages

Required Attributes

To get your Donations (expert) 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 (EXPERT) 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 (expert) dashboard will contain 12 pages

Home

Donations (expert) Home

Get a Home Page for your Donations (expert) dashboard

Cockpit

Donations Cockpit

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

Donations (expert) Top Performers

Get an instant understanding of your top Donations (expert) performers

Top 4 KPIs Trends (MTD/YTD)

Visualize how your Performance is evolving (Month-to-Date and Year-to-Date)

Donations Analytics

Donors

Get an overview about who your donors are

Donations - RFM Analysis (Recency-Frequency-Monetary)

The RFM Analysis creates an actionable segmentation of your donor base

RFM Donor Base

Overview of your donor base by RFM Segment

Donations Appeals

Get an overview of the life cycle of each of your appeals: start date, end date, frequency of donation

Donations Appeals Lifetime

Visualize the lifetime of each appeal from first donation date

Behavioral Analytics

Donations (expert) Adhoc Analysis

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

Donations (expert) Seasonality Analysis

Quickly identify seasonality patterns in your Donations (expert) dashboard. You can select any KPI you like, across multiple time level of details.

GeoAnalytics

Donations (expert) Country Analysis

Visualize the performance of any of your Donations (expert) KPIs, at Country level

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

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

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

Donations (expert) dashboard Live Demo

1st STEP: Create the initial Tableau workbook file

Create a Tableau workbook in which you map your Donations (expert) 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 (expert)' and upload your Tableau workbook (note: your data is NOT uploaded).

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