The Fundraising Campaign KPI Dashboard in Excel is a powerful and ready-to-use tool designed to help you efficiently track and analyze key fundraising metrics. This dashboard provides a structured and data-driven approach to measure the success of your campaigns with real-time insights, goal comparisons, and trend analysis. Whether you’re managing a nonprofit, charity, or corporate fundraising initiative, this dashboard ensures you stay on top of your performance metrics effortlessly.
Key Features of the Fundraising Campaign KPI Dashboard
Home Sheet
A structured index page with six quick-access buttons to navigate across key sections of the dashboard.
Dashboard Sheet
The main data visualization hub, displaying MTD (Month-to-Date) and YTD (Year-to-Date) metrics, including Actual, Target, and Previous Year data. Interactive drop-down selection (D3) for months enables dynamic updates. Conditional formatting (up/down arrows) highlights trends effectively.
KPI Trend Sheet
Users can select a KPI (C3 drop-down) to view KPI Group, Unit, Type (Lower/Upper is Better), Formula, and Definition. Trend charts for MTD and YTD comparisons provide deeper performance insights.
Actual Numbers Input Sheet
Enter monthly and yearly actual numbers for each KPI. Simply input the first month of the year (E1) for automated data adjustments.
Target Sheet
Define monthly and yearly target values for each KPI, ensuring clear performance benchmarks.
Previous Year Numbers Sheet
Enter historical fundraising data to analyze performance improvements and set achievable goals.
KPI Definition Sheet
A structured repository for KPI Name, Group, Unit, Formula, and Definition, ensuring clarity and consistency across all tracked metrics.
