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Building a Donor Data Dashboard. The American Retriever Foundation ( ARF ) is a not - for - profit organization dedicated to health issues faced
Building a Donor Data Dashboard. The American Retriever Foundation ARF is a notforprofit
organization dedicated to health issues faced by the six distinct retriever breeds Chesapeake Bay, curlycoated, flatcoated, golden, Labrador, and Nova Scotia duck tolling ARF needs to develop a data
dashboard to monitor its donor activity and its interactions with potential donors. Management is
concerned primarily with the number and dollar value of donations, the number of legacy donors those
who have donated in the past twelve months and new potential donors solicited, and the number of
solicitations that result in donations. They want to compare these results across ARFs four development
officers Randall Shalley, Donna Sanchez, Marie Lydon, and Hoa Nguyen by date and mode of contact
telephone email, or personal meeting
ARF has collected data for each solicitation initiated last year from its relational database.
These data include the solicitation number, development officer, date of solicitation, mode
of solicitation, whether the solicitation resulted in a donation, and whether the solicited
potential donor was a legacy donor. ARF also added a field for month in which the
solicitation was made.
ARFs staff has already created the following components for the data dashboard in Excel.
A stacked bar chart of the number of solicitations across development officer by
whether the solicitation resulted in a donation in the Chart worksheet
A stacked bar chart of the percentage of successful solicitations across mode of
solicitation by whether the solicitation resulted in a donation in the Chart
worksheet
A stacked bar chart of total donations in $s across development officer by
legacy designation in the Chart worksheet
A cluster bar chart of total donations in $s across mode of solicitation by
legacy designation in the Chart worksheet
The data and these charts are available in the file ARFCharts, and the name of the worksheet
in which each chart can be found is given with the descriptions of the charts ARF has
developed. LO
Create the following for the charts created by ARF.
A slicer for development officer, a slicer for whether the solicitation resulted in a
donation, and a slicer for month of solicitation for the chart in the Chart
worksheet
A slicer for mode of solicitation, a slicer for whether the solicitation resulted in a
donation, and a slicer for development officer for the chart in the Chart
worksheet
A slicer for development officer, a slicer for legacy status of the donor, and a
slicer for month of solicitation for the chart in the Chart worksheet
A slicer for mode of solicitation, legacy status, and month of donation for the chart in the Chart worksheet
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