Event Insights

Dashboard in Apteco Orbit · 4 tabs · 14 insights

Who comes to our events, do they come back, and do they ever give? An event is also a list of people who said yes once. This dashboard shows who said yes twice.

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OverviewA fundraiser or board would use it to see which events draw people, earn money and turn guests into donors.This YearAn events or fundraising team would use it to spot events that need more sign-ups and to follow up with guests.HistoricalCharts show guests by month and quarter, money by ticket level, no-shows and cancellations by year, and a table of every event last year.ParticipantsA fundraiser would use it to find loyal event-goers and volunteers who could be asked to give or do more.

Event Insights · Overview, in Apteco Orbit: The Overview tab, with cards for all events ever, charts of attendance by event type, roles and revenue by event, and a top events table. — **Event Insights · Overview** The Overview tab, with cards for all events ever, charts of attendance by event type, roles and revenue by event, and a top events table. A board member sees which events draw people, earn money and turn guests into donors.

Event Insights · Historical, in Apteco Orbit: The Historical tab, with cards comparing last year's events with the year before, charts of guests, ticket money and no-shows, and an events table. — **Event Insights · Historical** The Historical tab, with cards comparing last year's events with the year before, charts of guests, ticket money and no-shows, and an events table. A fundraiser sees which events are growing and which earn less before planning next year.

Event Insights · Participants, in Apteco Orbit: The Participants tab, with cards about event-goers, charts of how often they attend, their roles and ticket types, and a table of guests who also donate. — **Event Insights · Participants** The Participants tab, with cards about event-goers, charts of how often they attend, their roles and ticket types, and a table of guests who also donate. A fundraiser finds loyal event-goers and volunteers who could be asked to give more.

Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.

What it answers

Event lists live in the ticketing tool and the sign-in sheet. Once participants are a table in Mission, every event has an attendance rate, a no-show rate and a donor conversion rate, without a spreadsheet.

Event Insights counts participants.

tabs, each with its own cards and charts

insights Orbit works out for it

tables it reads: Donations, Participants, Supporters

pathway uses it

What it is built from

Every insight is worked out by Orbit for every supporter. Click one to read it in the Field Guide.

Insights

Donor & Participant FlagCounts the number of records across all of the supporter's event participations. Identify supporters who both give and attend events. Multi-channel supporters have higher retention and lifetime value.
Event Participant FlagCounts the number of records across all of the supporter's event participations. Identify supporters who have attended at least one event. Separate event-engaged from event-inactive donors.
AttendedChecks the attendance status and marks whether the person attended. See confirmed attendees. Measure actual vs registered attendance and spot no-shows.
Event No ShowChecks the attendance status and marks whether the person registered but did not show up. A personal note after a no-show can recover the relationship and improve future attendance.
Participated In EventsCounts the number of records across all of the supporter's event participations. Identify donors who also attend events. Multi-channel engagement correlates with higher retention and lifetime value.
AttendanceMarks each registration as Attended or No Show based on their status. Compare engagement and giving patterns between attendees and no-shows.
Event Capacity PercentageCounts records in real time and calculates a percentage based on Attendance Status, Event Name, Max Participants. See what percentage of capacity each event has filled. Use to trigger promotional pushes for under-filled events.
Days Until EventMeasures the time gap between two dates (Event Start Date). Countdown to each upcoming event. Use to trigger pre-event communications at 30, 14, and 7 days out.
Volunteer FlagReturns 1 if the supporter has at least one volunteer timesheet record, 0 if not. Identify supporters who have volunteered at least once. Build volunteer-specific communications and appeals.
Total Events AttendedCounts the number of records across all of the supporter's event participations. Count of events per supporter. Use to measure breadth of event engagement alongside Total Hours At Events.
First EventTakes the earliest all event dates across all of the supporter's event participations. Find when a supporter first engaged through events. Use to compare event-acquired supporters vs donation-acquired supporters.
Last EventTakes the most recent all event dates across all of the supporter's event participations. Identify supporters whose event engagement has gone cold. Pair with Days Since Last Event Attended for re-engagement targeting.
Lifetime ValueAdds up all donation amounts across all of the supporter's donations. Group your donors by total giving to prioritize stewardship. Identify your top 10% of lifetime givers for personal thank-you calls or major gift cultivation.
No. Of Events AttendedCounts every participant record the supporter has: each registration counts, whether or not they came. Measure breadth of event engagement. It counts registrations, so pair it with Attendance Status when you need the events someone actually came to.

Fields from your data

Which CRMs can feed it

The Field Guide maps every insight to the fields each CRM keeps. This is how many of this dashboard's insights each one can build.

Filter the Field Guide by your CRM

Pathways that use it

Each pathway reads this dashboard's numbers, then acts on them.

Learn to use it

Two weeks before an event: This Year, Registered vs Maximum Capacity. The week after: Historical, No-Show and Cancellation Rate. Every quarter: Participants, the donor conversion table. Guests who came twice and never gave are the Field Guide's From Guest to Giver audience.

Learn Mission: Event Insights

Watch the lesson · about a minute

Questions people ask

What does the Event Insights dashboard show?

Event Insights counts participants.

Which data does it need?

Supporter Full Name, Event Name, Event Start Date, Event End Date, Event Type, Max Participants, Attendance Status, Event Fee, Participant Donor ID, Register Date, Role at Event, Ticket Type, Gift Amount.

Which CRMs does it work with?

How many of its 14 insights each CRM's data can build, by the Field Guide's mapping: Raiser's Edge NXT: 13 of 14; Salesforce NPSP: 12 of 14; Salesforce Nonprofit Cloud: 13 of 14; DonorPerfect: 1 of 14; Bloomerang: 1 of 14; Little Green Light: 10 of 14; CiviCRM: 14 of 14; HubSpot: 12 of 14; Givebutter: 1 of 14.

How do I use it?

How do I get the Event Insights dashboard?

Send a request with the form on this page. An Apteco Architect gets in touch to set it up with you. To learn it first, open the course stop.

Request this dashboard

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