Hacking Excel for Reporting and Predicting Fundraiser Performance

Presenter: Elise Roberts, George Washington University

Year: 2020

Price: Members: $49, Non-members: $79

Description: Tips, tricks, hacks – oh my! In this session, you will learn how to use Microsoft Excel to create automated charts for reporting fundraiser performance. Using organizational branding and solid design principles, these accessible visualizations clearly communicate fundraiser progress toward metrics and can be used to support discussions in key relationship management meetings, such as portfolio and pipeline reviews. We will then spend some time conducting a simple forecasting analysis to predict whether the fundraiser will meet or exceed their metrics. Attendees will receive tips on successful reporting, how-to instruction, and easily modifiable templates to customize for their own institutions. If you are in a small to medium sized shop with limited resources looking for an easy, actionable data product to take home with you – this session is for you! Please click below for helpful templates, projection methodologies, and how-to videos. https://www.dropbox.com/sh/3s781noa08cqyh2/AAB3SkH5Dc2Lv1dTA1C6HClZa?dl=0 

Recent Stories
Same-Page Strategy: Driving Results through Custom Profiles

How Organizations Can Leverage Wealth Screening and Data from Donors Acquired during the COVID-19 Crisis to Accelerate Fundraising Growth and Improve Retention

PDVE 2020 Conference Highlights Bundle