Dashboard in Apteco Orbit
What share of last year's volunteers came back, and what share of this year's are new? Counts tell you how big the volunteer base is. Rates tell you whether it is growing or leaking.
Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.
The second version of Volunteer Insights adds the rates a volunteer coordinator reports on: retention, recruitment, and how many stay for a second year. Both versions can live on one system.
Volunteer Insights (v2) keeps the four tabs and sharpens the cards.
The two rates on Overview are the headline for a volunteer report: a low retention rate with a high recruitment rate means you are refilling a leaky bucket. The At-Risk / Lapsing card on Historic is a list of people to call before the next event. If a card reads oddly on a new system (a very low retention rate in the first year of data, for example), check how many years of volunteer history were loaded before you alarm anyone.
Learn Mission: Volunteer Insights (v2): rates, not just counts
The second version of Volunteer Insights adds the rates a volunteer coordinator reports on: retention, recruitment, and how many stay for a second year. Both versions can live on one system.
Volunteer Insights (v2) keeps the four tabs and sharpens the cards.
The two rates on Overview are the headline for a volunteer report: a low retention rate with a high recruitment rate means you are refilling a leaky bucket. The At-Risk / Lapsing card on Historic is a list of people to call before the next event. If a card reads oddly on a new system (a very low retention rate in the first year of data, for example), check how many years of volunteer history were loaded before you alarm anyone.
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