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Nonprofit Fundraising & Donor Retention Dashboard — free Excel template

Track campaign revenue, donor retention, and cost-per-dollar raised in one view

Finance · dashboard · CC0 public domain · Built by Sheetly AI

Preview of the Nonprofit Fundraising & Donor Retention Dashboard — free Excel template template

About this template

This finance dashboard brings together indicators like "Total Campaign Revenue (YTD)", "Overall Donor Retention Rate" and "Average Gift Amount" 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.

Use this template to monitor your nonprofit’s fundraising campaigns, donor retention, and cost-efficiency over time. Enter each donation or pledge with the campaign name, donor status, revenue amount, and related costs. The dashboard aggregates totals so you can review revenue by campaign, track returning versus new donors, and calculate cost-per-dollar raised. Update the data regularly during active campaigns to keep leadership informed and quickly adjust your fundraising strategy.

Released under the CC0 license (public domain): download, edit and use it freely — including commercially — with no attribution required.

Use cases

Visualize indicators like "Total Campaign Revenue (YTD)" and "Overall Donor Retention Rate"
Make faster decisions based on "Average Gift Amount"
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 Campaign Revenue (YTD)
Overall Donor Retention Rate
Average Gift Amount
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
41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
Sized for real data: up to 37 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.

Download the .xlsx free

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