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
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): you can download, edit and use it freely — including in commercial projects — 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.
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