Fundraising Results Tracking & Dashboard

We currently are measuring campaign response and reporting campaign response via a multi-tab Excel spreadsheet that relies on Pivot Tables and Vlookups to take a list of results and measure and track program success. We are seeking to streamline this process and build something that can grow with our project.

We have 15 different clients feeding one reporting spreadsheet.

We receive a daily file of donations, that includes a unique ID number, a response data, an amount, a campaign code, and also flags anyone who has deceased, changed address or asked to no longer be solicited.

We would like to have an interface where we can enter mail date and cost per mailing and campaign name.

As shown in the image below, we use those data elements to do the following:

Track Campaign Cost

Track Cost per piece mailed

Track Number of Donations

Track Gross Income

Track Net Income

Track Cost Per Mailing

Track Donor Response Rate

Track Average Gift

Track Return on Investment

Track Cost Per Dollar Raised

We can provide the calculations for all those fields and/or the Excel sheet we use to help speed the process if you are selected.

We would then want to total all results for the campaign codes within a program as well as totals for the calendar year of all programs within each client.

We want a dashboard that allows us to see these results.

Thank you!

Skills: Database Programming, Excel, Visualization

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About the Employer:
( 3 reviews ) Upper Marlboro, United States

Project ID: #18137379

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Dear Client, We are interested in your project and ready to go for it. We have read your job description carefully and checked the attached files and understood the project. We have done similar projects so confi More

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