In the non-profit sector, success relies heavily on clear insights and performance tracking. The Charity Fundraising KPI Dashboard is a powerful Excel tool designed to monitor your fundraising metrics, optimize strategies, and drive meaningful results. With intuitive navigation, dynamic data updates, and visually appealing features, this ready-to-use template helps charities achieve their goals efficiently and effectively.
Key Features of the Charity Fundraising KPI Dashboard
Home Sheet
- A central index page with navigation buttons for easy access to all sections of the dashboard.
Dynamic Dashboard Sheet
- Monthly Performance Tracking: Select a month using a dropdown, and the dashboard updates metrics dynamically.
- Performance Indicators: View MTD and YTD actuals, targets, and previous year data with conditional formatting for clear insights.
KPI Trend Sheet
- Detailed KPI breakdown, including definitions, formulas, performance types (e.g., “Lower the Better” or “Upper the Better”), and units.
Actual Number Sheet
- Input actual performance data for both MTD and YTD metrics with dynamic month selection for seamless updates.
Target Sheet
- Record target data for each KPI at both MTD and YTD levels to set measurable goals.
Previous Year Data Sheet
- Maintain historical data for performance comparison and trend analysis.
KPI Definition Sheet
- Consolidate all KPI details, including names, groups, units, formulas, and definitions, in one place for easy reference.
Visual Insights
- Conditional formatting, trend arrows, and clear visuals enhance understanding and simplify decision-making.
