The Fundraising Efficiency dashboard provides insight into revenue sources, donor contributions, fundraising expenses, and overall fundraising efficiency. It helps organizations evaluate fundraising performance and donor engagement.
Benefits of this dashboard
- Improve fundraising performance: Helps analyze which campaigns generate the strongest results.
- Gain donor engagement insights: Identifies trends in donor contributions and engagement.
- Optimize fundraising expenses: Tracks fundraising expenses to ensure cost-effectiveness.
- Strengthen strategic decision‑making: Supports more effective planning and resource allocation for future fundraising initiatives.
- Enhance financial transparency: Provides a clear view of revenue sources, expenses, and efficiency ratios.
Revenue
| Metric | Description |
|---|
| Grant Revenue | Total funding received through grants. |
| Contributions | Total amount donated by individuals and organizations. |
| Tuition | Revenue generated from tuition fees. |
Active Donors Ratio
| Metric | Description |
|---|
| Active Donors | Number of donors who contributed within the selected period. |
| Donor Count | Total number of donors in the system. |
Donation
| Metric | Description |
|---|
| Average Donation Amount | Average amount donated per contribution. |
| Net Contribution per Donor | Total contribution value divided by the number of donors. |
Fundraising
| Metric | Description |
|---|
| Fundraising Expense Ratio | Percentage of contributions spent on fundraising. |
| Fundraising Efficiency Ratio | Measure of how effectively fundraising activity converts into donations. |
Visual components
| Title | View type | Description |
|---|
| Active Donors Ratio | Simple Gauge | Shows the percentage of active donors. |
| Contributions by Campaign | Horizontal Bar | Shows top campaigns by contribution amount. |
| Fundraising Expenses by Campaign | Doughnut | Shows distribution of fundraising expenses by campaign. |
| Contributions Trend | Line | Shows contribution trends over time. |
| Fundraising Expenses Trend | Combination | Shows fundraising expenses and the fundraising expense ratio over time. |
Filters
You can filter the dashboard with these panels:
- Company
- Fiscal Year
- Book ID
- Location
- Project Type
- Project