The Special Giving Campaign dashboard analyzes revenue tagged with the Special Giving Campaign attribute, covering diverse direct marketing efforts and other transactions not strictly tied to marketing initiatives. It evaluates contributions associated with campaigns such as Giving Day, exploring donor demographics, geographic origins, and whether the campaign attracted new donors, reactivated previous contributors, or retained existing ones for a specific fiscal year. Additionally, it provides insights into the primary areas where constituents made donations and the average gift size. If you believe you have a campaign suitable for this type of tagging and reporting, please contact AskIT for further assistance.
The Special giving campaign has multiple tabs at the top you can use to change your view. For example, the "By Constituency Dashboard" breaks the donations down based on the constituent's constituency. Please note, this has the possibility of double counting donations. For example, if a donor is both an event registrant and an alumnus, they will appear in both constituencies. Alternatively, you can navigate between the tabs by clicking the red "Click to Navigate Dashboards" button on the upper right and choosing the view you want.
To filter the dashboard, you can select the relevant drop downs in the categories from the top. It is recommended to uncheck "All" then add in the ones ones you want because the dashboard reloads after each selection. Alternatively, you can pause refresh by clicking the cylinder in tableau. If you want a quick glance at the data without having to use the boxes at the top, you can click on one bar on the graph to show only the relevant information. For example, when I click on the 30 bar in Gifts By Age, the dashboard will only show me donations by anyone between 30 and 39 years old.
