Nonprofit Donor Acquisition & Retention Dashboard
Track new donors, recurring gifts, and cost per outcome for your nonprofit. Free .xlsx with formulas.
Finance · dashboard · CC0 · Public domain · Built by Sheetly AI
About this template
This finance dashboard brings together indicators like "Total Donors Acquired", "Recurring Gift Retention Rate" and "Avg Cost per New Donor" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.
This template helps nonprofit teams track donor acquisition, recurring gift retention, and cost-per-outcome metrics in one place. Enter each campaign or channel as a new row, including dates, costs, donors acquired, recurring gifts, and outcomes achieved. Use the KPIs and comparison bars to quickly assess which efforts deliver the strongest long-term donor value and lowest cost per outcome. Review and update the data regularly to guide fundraising strategy and optimize resource allocation.
Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.
Use cases
- Visualize indicators like "Total Donors Acquired" and "Recurring Gift Retention Rate"
- Make faster decisions based on "Avg Cost per New Donor"
- Compare your finances without building the spreadsheet from scratch
- Edit the entries in the Data tab and watch the dashboard recalculate automatically
Key features
- Total Donors Acquired
- Recurring Gift Retention Rate
- Avg Cost per New Donor
- Visual dashboard with 3 automatic indicators
- Editable formulas in the Data tab
- In-cell mini charts (sparklines)
What's inside the file
- 3 tabs: Dashboard, Data, Instructions
- 40 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
- Sized for real data: up to 36 rows × 18 columns already laid out and formatted.
- Built-in chart that updates with your numbers.
Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.
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