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annual giving dashboard, benchmarking

  • 1.  annual giving dashboard, benchmarking

    Posted 08-21-2019 10:18 AM
    I work in annual giving and am working to develop a dashboard of sorts (in Excel for the time being) where I can see total given, # of gifts and #​​ of donors broken down by appeal, drilling down even further to see # mailed, cost per piece and response rates for each of our direct mail appeals (we do three per year), all on the same dashboard.

    Can anyone share a template ​that they've found to be useful to look at these data points?

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    Reid Samuel
    Annual Fund Manager
    Kansas City MO
    (816)373-8667 EXT 24
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