What are the key features to include in your fundraising dashboard?

1 Fundraising KPIs

The first feature to include in your fundraising dashboard is a set of key performance indicators (KPIs) that measure your fundraising effectiveness and efficiency. These are the numbers that show how well you are achieving your fundraising objectives, such as total revenue, donor retention, average gift size, return on investment, and cost per dollar raised. You should choose the KPIs that are most relevant to your organization, your donors, and your campaigns, and display them clearly and consistently.

2 Fundraising Trends

The second feature to include in your fundraising dashboard is a way to show the trends and patterns of your fundraising data over time. This can help you spot changes, opportunities, and threats, as well as compare your performance to your benchmarks and goals. You can use charts, graphs, tables, or other visual elements to show how your KPIs are changing month by month, quarter by quarter, or year by year, and highlight any significant deviations or anomalies.

3 Fundraising Segments

The third feature to include in your fundraising dashboard is a breakdown of your fundraising data by different segments or categories. This can help you understand the behavior, preferences, and needs of your different donor groups, such as by donor type, channel, program, location, or demographic. You can use filters, tabs, or menus to allow users to switch between different segments and compare their performance and trends. You can also use color-coding, icons, or labels to make the segments easy to identify and differentiate.

4 Fundraising Insights

The fourth feature to include in your fundraising dashboard is a summary of the key insights and takeaways that you can derive from your fundraising data. These are the actionable recommendations and learnings that can help you improve your fundraising strategy and tactics, such as identifying your best donors, optimizing your messaging, testing new ideas, or addressing gaps or challenges. You can use text boxes, bullet points, or callouts to highlight the most important insights and explain their implications and next steps.

5 Fundraising Goals

The fifth feature to include in your fundraising dashboard is a representation of your fundraising goals and how close you are to achieving them. These are the specific, measurable, achievable, relevant, and time-bound (SMART) targets that you have set for your fundraising activities, such as raising a certain amount of money, acquiring a certain number of donors, or increasing a certain metric by a certain percentage. You can use progress bars, thermometers, gauges, or other indicators to show how much you have raised or achieved so far and how much more you need to do.

6 Fundraising Feedback

The sixth and final feature to include in your fundraising dashboard is a way to collect and display feedback from your stakeholders, such as your donors, staff, board, or partners. This can help you evaluate your fundraising performance and impact from different perspectives, as well as engage and motivate your supporters and team members. You can use surveys, polls, ratings, testimonials, or stories to gather feedback and display it in a format that is easy to read and understand.

7 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?