A Power BI dashboard built for a Major Giver fundraising team, giving visibility of giving cycles, giving trends and the strategic measures that inform donor relationship and revenue decisions.
The Major Giver fundraising team needed a way to track giving cycles and donor behaviour over time without relying on manual exports for every strategy review. Five strategic measures had been identified by the team as core to donor relationship decisions, but there was no dashboard tying them together.
Giving cycle and donor trend analysis required manual compilation ahead of each strategy review, with the team's five strategic measures tracked separately rather than in one connected view.
The fundraising team has a single dashboard showing giving cycle trends, giving type breakdown and the five strategic measures together, used directly in donor strategy and relationship management decisions.
Engagements start with a scoping call, then a time & materials quote based on what's actually needed.