Apteco Learn Mission Schedule Time with an Apteco Architect Play with a Live System

Charity Overview, tab by tab

Stop 20 of 58 · about 8 minutes

What does each tab of Charity Overview tell you, and which tile do you read first? Part 2 used Charity Overview as the board pack. Now go through all three tabs, tile by tile, on a demo charity's system, so you know where every number lives before a board member asks.

Do this stop in the courseRead the lesson
The Summary tab of Charity Overview: the six number cards for this year, the all-time cards, then Donations and Donation Income - Year on Year, Supporter Current Status, Donor Development Stage, Donors and Event Participants, Donor Movement and Campaigns Revenue - This Year.
The Summary tab of Charity Overview: the six number cards for this year, the all-time cards, then Donations and Donation Income - Year on Year, Supporter Current Status, Donor Development Stage, Donors and Event Participants, Donor Movement and Campaigns Revenue - This Year. Open full size

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

The lesson

Charity Overview has three tabs. Each starts with a row of number cards, then charts.

  • Summary: six cards along the top, most with a same-period-last-year line (Total Raised YTD, Active Donors, Donor Retention, Grants Pipeline, Volunteers This Year, Event Attendance YTD). Donor Retention and Volunteers This Year come from Behaviour audiences: retained donors divided by last year's donors, and people with a timesheet this year. Then the all-time cards (Donors, Donations, Donation Value, Average Donation, Average Donor Life-time Value, Participants). The charts: Donations & Donation Income - Year on Year, Supporter Current Status (a donut: Never Given, Active, Lapsing, Lapsed), Donor Development Stage, a Donors and Event Participants Venn, Donor Movement and Campaigns Revenue - This Year.
  • Fundraising: money. Total Raised, Avg Donation Value, Largest Single Donation, Grant Income, Campaign Income and Event Revenue, each against last year. Then Monthly Donation Income - Year by Year (one bar per year, by month: your seasonality), Average Donation Value by Year, Capacity Signal, Campaign Performance, Grant Income by Year and Donation Value by Donor Segmentation (five value groups: Premium to Minimal).
  • Engagement: people. New Donors This Year (first-ever gift this year), Volunteer Hours (the hours on this year's timesheets), Volunteer to Donor Rate, Loyal Donors (10 or more gifts), Avg Donor Loyalty in months, Never Volunteered. Then Donor Development Stage, New vs Returning Donors by month, Giving Trend Distribution, Giving Consistency, and the volunteer and event attendance trends by quarter.

How to use it. Read Summary first, top row only, and note what moved against last year. Then open the tab that explains the move: a money question goes to Fundraising, a people question to Engagement. Anything you want to act on, you take to an audience in Part 4. Share it with the board as Viewers, and export the tabs you need as PDF for the minutes.

Watch this stop · about a minute

More of it in Orbit

The Fundraising tab of Charity Overview: six money cards against last year, then Monthly Donation Income - Year by Year, Average Donation Value by Year, Capacity Signal, Campaign Performance, Grant Income by Year and Donation Value by Donor Segmentation.
The Fundraising tab of Charity Overview: six money cards against last year, then Monthly Donation Income - Year by Year, Average Donation Value by Year, Capacity Signal, Campaign Performance, Grant Income by Year and Donation Value by Donor Segmentation. Open full size
The Engagement tab of Charity Overview: new donors this year, volunteer hours, the volunteer-to-donor rate, loyal donors with 10 or more gifts, the months between first and last gift, event-goers who have never volunteered, then donor stages, giving trend, gift frequency and volunteer and event trends by quarter.
The Engagement tab of Charity Overview: new donors this year, volunteer hours, the volunteer-to-donor rate, loyal donors with 10 or more gifts, the months between first and last gift, event-goers who have never volunteered, then donor stages, giving trend, gift frequency and volunteer and event trends by quarter. Open full size

Your turn, in Orbit

  1. Open Charity Overview. On Summary, read the six top cards, and their last-year lines where they have one.
  2. Find Supporter Current Status. Say in one line what the four colours mean.
  3. Open Fundraising. In Monthly Donation Income - Year by Year, find your biggest month.
  4. Open Engagement. Read New vs Returning Donors: which colour is bigger most months?

Quick check

A board member asks which months bring in the most money. Which tab and tile?
  • Summary, Supporter Current Status
  • Fundraising, Monthly Donation Income - Year by Year
  • Engagement, Giving Consistency

Answer: Fundraising, Monthly Donation Income - Year by Year

Need a hint?

Money by month, one bar per year. That is the Fundraising tab.

Why it matters

When every number has a known home, the board meeting stops being a hunt and starts being a conversation.

Read on

Read more in the Apteco Help Hub

Learn Mission is a free course. You read a little, do it yourself, then answer one quick check. Orin, the assistant in Orbit, walks with you. Your progress stays in your browser.

Do this stop yourself

It is stop 20 of 58. Open it in the course, or start from the beginning.

Open this stop in the course

All of Part 4: The dashboards

The whole course, stop by stop