Hacking Excel for Reporting and Predicting Fundraiser Performance

Recorded On: 09/21/2020


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Tips, tricks, hacks – oh my! In this session, you will learn how to use Microsoft Excel to create automated charts for reporting fundraiser performance. Using organizational branding and solid design principles, these accessible visualizations clearly communicate fundraiser progress toward metrics and can be used to support discussions in key relationship management meetings, such as portfolio and pipeline reviews. We will then spend some time conducting a simple forecasting analysis to predict whether the fundraiser will meet or exceed their metrics. Attendees will receive tips on successful reporting, how-to instruction, and easily modifiable templates to customize for their own institutions. If you are in a small to medium sized shop with limited resources looking for an easy, actionable data product to take home with you – this session is for you!

This webinar is worth (1) CFRE point.

This session is part of the PD 2020: Data Driven Bundle.

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Hacking Excel for Reporting and Predicting Fundraiser Performance
Open to view video.
Open to view video. Tips, tricks, hacks – oh my! In this session, you will learn how to use Microsoft Excel to create automated charts for reporting fundraiser performance. Using organizational branding and solid design principles, these accessible visualizations clearly communicate fundraiser progress toward metrics and can be used to support discussions in key relationship management meetings, such as portfolio and pipeline reviews. We will then spend some time conducting a simple forecasting analysis to predict whether the fundraiser will meet or exceed their metrics. Attendees will receive tips on successful reporting, how-to instruction, and easily modifiable templates to customize for their own institutions. If you are in a small to medium sized shop with limited resources looking for an easy, actionable data product to take home with you – this session is for you!

Elise Roberts

Senior Prospect and Portfolio Analyst

George Washington University