Audience on the Funders tab
Grants whose report due date has passed with no report received yet, alongside how often each funder has given before.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.
Grant staff use it as a to-do list of overdue funder reports.
4
insights it is built from
Funders
its tab on the Field Guide Audiences dashboard
1
pathway runs it
Prioritise these reports this week, then follow each one with an impact update.
The Funder Reporting and Stewardship pathway runs this list. Here is each step, then the journey as it is built in Orbit.
Monthly
Shared module
The Grants module lists every report coming due, and flags any that are past due without a report.
After a decision
A thank-you to the funder and what the grant will make possible.
Mid-grant
An impact update before the formal report is due.
Before reapplying
Call list
Returning funders at risk get a relationship call and an impact report from their last grant.
Ongoing
LinkedIn Ads
Staff at your funders see your impact stories on LinkedIn through company targeting.
Each insight below is worked out by Orbit for every supporter. Click one to read it in the Field Guide.
Grants whose report due date has passed with no report received yet, alongside how often each funder has given before.
Grant staff use it as a to-do list of overdue funder reports.
Prioritise these reports this week, then follow each one with an impact update.
Grant Due Date - Past Flag, Grant Report Received Count, Returning Funder Flag, Total Amount Granted. Each is an insight Orbit works out for every supporter.
Funder Reporting and Stewardship: Never miss a report deadline, and keep returning funders close between applications.
Open Audiences, start a new audience and add each rule: who to let in, then who to leave out. Build an audience by hand walks you through it, and Ask Orin to build it shows how Orin can draft it for you.
Learn Mission is a free course. Part 5 is all about audiences: you build one, read it tab by tab and tidy it before anyone gets a message.
