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Hacking Excel for Reporting and Predicting Fundraiser Performance

Track: Relationship Management

Session Number: 3074
Date: Mon, Aug 24th, 2020
Time: 1:45 PM - 2:30 PM

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
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees can use advanced Excel charts to demonstrate gift officer progress towards metrics.
Learning Objective #2: Attendees will understand how to apply a simplified projection analysis in Excel to forecast progress towards metrics at the end of the year.
Software or Vendor Tools: Yes
Software or Vendor Tool Details: Microsoft Excel
Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: DS:Competency 5: Visualization/Reporting Techniques and Competencies
Tertiary Competency: RM:Competency 4: Relationship Management Reporting
Intended Audience Level: Level I
Recommended Prerequisites: Basic knowledge of Excel
Shop Size: Small, All Shop Sizes
Session Type: Breakout Session (45 Minutes)

Learning Objective #1: Attendees can use advanced Excel charts to demonstrate gift officer progress towards metrics.
Learning Objective #2: Attendees will understand how to apply a simplified projection analysis in Excel to forecast progress towards metrics at the end of the year.
Software or Vendor Tools: Yes
Software or Vendor Tool Details: Microsoft Excel
Primary Competency: RM:Competency 9: Fundraiser Performance
Secondary Competency: DS:Competency 5: Visualization/Reporting Techniques and Competencies
Tertiary Competency: RM:Competency 4: Relationship Management Reporting
Intended Audience Level: Level I
Recommended Prerequisites: Basic knowledge of Excel
Shop Size: Small, All Shop Sizes