Find some quick wins
A dashboard-format quick-wins workbook that sizes and lists ready-to-work donor opportunities across upgrade, retention, and recapture, each with a pool view and a named donor list. Built on QX1, QX2, QX18, QX20, QX98, QX138, QX151, QX204, and QX206.
How to use the Find some quick wins
This is a dashboard-format analytic that pulls together fast-acting fundraising opportunities into one place. It is built on the data from these analyses: QX1 (Anniversary Report, last gift 11 months ago), QX2 (Recently Lapsed Middle and Bottom), QX18 (Attrition Warning Summary), QX20 (Attrition Warning Detail), QX98 (Donor Tier Upgrade Pathways), QX138 (Middle and Bottom Donors Proximity to Upgrade), QX151 (Middle Donors whose gift size is Increasing), QX204 (Recapture Donor Opportunity Action List), and QX206 (Long Term Lapse Priority List).
The dashboard organizes these into three families of opportunity, upgrade, retention (at-risk), and recapture, and gives each one two views. A Pool view sizes the opportunity: how many donors fit and how much giving they represent. A Donor List view provides the named, formatted records a fundraiser can pick up and work immediately. Pool Sizes gives you the at-a-glance bar chart; the Upgrade Pipeline, Retention Risk, and Recapture Timing tabs summarize each family; and the View tabs, Upgrade Ready, Gift Size Increasing, Attrition Detail (with urgent records highlighted), Anniversary Window, Recapture Targets, Recently Lapsed, and Long-Term Lapse, hold the working lists.
The strategic value is speed to action. Instead of running many separate analyses and stitching them together, a fundraiser gets sized opportunities and ready-to-work donor lists in one workbook, which is ideal for a monthly push or when you need results quickly.
You should refresh this monthly and hand the donor lists to the appropriate gift officers and annual giving staff. Start with the pools that combine the most donors and the most giving, and prioritize the urgent attrition records and the highest-lift recapture targets.
Measure success by upgrades completed from the upgrade lists, at-risk donors retained after outreach, and lapsed donors recaptured from the timing and target lists.
Analytic ID: QX198
Analytic Name: Find some quick wins
Focus: 0.1: Getting Started; 3.2: Prospect Identification; 2.1: Outright Lapse Mitigation YOY; 2.6: Recaptured Donors YOY; 3.3: Dashboards
Type: Dashboard Style
Scope: Individual Donor
Description: This analysis helps you identify quick wins in fundraising by leveraging donor data to uncover actionable insights, enabling targeted outreach to enhance donor engagement and increase contributions. By focusing on key metrics, you can make informed decisions that strengthen relationships with donors and drive revenue growth for your organization.
Key Question: Who are some donors I could engage with immediately to try to generate some quick wins and show a quick ROI for our investment in RaiseTell?
Action: Select donors to engage with for a particular appeal, to prevent them from lapsing, recapture them, or because they are showing signs of increasing engagement which could lead to even higher giving.