About This Dashboard
Data definitions, methodology, and glossary · FY 2025-26
This dashboard provides Bridges Community Alliance leadership, board members, and funders with a unified view of organizational performance. It spans program delivery, donor engagement, geographic coverage, and financial health. All metrics update automatically as new data becomes available and align to the FY 2025-26fiscal year (July 1 – June 30). Data shown is current as of March 18, 2026.
Note: This is a demonstration dashboard. Bridges Community Alliance is a fictional organization, and all data shown is simulated for illustrative purposes.
Data Sources
The dashboard draws from nine interconnected data domains. Together they represent approximately 3,200 participants, 1,800 donors, 12 service sites, 85 staff, and 240 volunteers.
Individual-level records for all enrolled participants across Youth Mentoring, Workforce Development, Community Wellness, and Food Access programs. Includes demographics, enrollment dates, program assignments, and outcome milestones.
Donor profiles with acquisition date, giving segment, health status, lifetime value, and pipeline stage. Supports retention analysis and donor journey tracking.
Transaction-level donation records including amount, date, source channel, campaign attribution, and recurrence flag. Powers revenue trends and campaign ROI calculations.
Geospatial records for each of the 12 service locations with coordinates, capacity, current enrollment, and program mix. Used for the impact map and coverage analysis.
Tract-level demographic and need-indicator data including population, median income, poverty rate, and food-desert status. Enables underserved-area identification and gap analysis.
Pre-aggregated monthly totals for revenue, budget, participant counts by program, donor retention rate, and outcome counts. Drives time-series charts across the dashboard.
Active and pending grant records with funder name, amount, period, compliance requirements, and reporting deadlines. Feeds the board materials and grant report generator.
Fundraising campaign definitions with target amount, actual raised, donor count, channel, and date range. Powers campaign performance tables and source-of-revenue breakdowns.
Organizational events with attendance, volunteer hours, and associated campaign linkage. Supports engagement metrics and volunteer utilization reporting.
Methodology
Key metrics are calculated using the formulas below. Where a metric appears across multiple pages, the same underlying calculation is used to ensure consistency.
Retention Rate (Donor)
Formula: Donors who gave in both the current and prior fiscal year / Donors who gave in the prior fiscal year.
Measured on a rolling 12-month basis. A higher rate indicates stronger donor loyalty.
Outcome Rate (Program)
Formula: Participants who achieved a positive outcome / Total participants with enough tenure to be measured.
Outcomes are program-specific: job placement (Workforce), school-year completion (Youth), health-goal attainment (Wellness), or food-security improvement (Food Access).
Cost Per Outcome
Formula: Total program expenditure for the period / Number of positive outcomes achieved.
Lower values indicate greater efficiency. Compared against national benchmarks where available.
Coverage Rate
Formula: Population within a 1-mile radius of at least one service site / Total population in the service area.
Derived from census-tract centroids and site coordinates. Underserved tracts are those with high need indicators but low coverage.
Donor Health Scoring
Formula: A composite score based on recency of last gift, frequency of gifts in the trailing 12 months, and monetary value relative to segment peers.
Donors are classified as Healthy, At-Risk, or Lapsed. At-Risk donors have not given in 6-12 months; Lapsed donors have not given in over 12 months.
Lifetime Value (LTV)
Formula: Average annual giving * Average donor lifespan in years, discounted at a 5% annual rate.
Used to prioritize stewardship efforts. Displayed at the segment and individual level.
YTD Comparisons
Formula: Current fiscal-year total through the reporting month vs. the same months in the prior fiscal year.
All YTD figures align to the July 1 - June 30 fiscal year. Percentage change is shown alongside absolute values.
Glossary
- Retention Rate
- The percentage of donors (or participants) from the prior period who continued giving (or participating) in the current period.
- Outcome Rate
- The share of program participants who achieved a defined positive outcome within the measurement window.
- Cost Per Outcome
- Total program spending divided by the number of positive outcomes, measuring cost-efficiency.
- LTV (Lifetime Value)
- The projected total giving from a donor over the duration of their relationship with the organization.
- Coverage Rate
- The share of the target population that lives within practical reach of at least one service site.
- Underserved Area
- A census tract with above-median need indicators (poverty rate, food-desert status) but below-median service coverage.
- Health Status (Donor)
- A recency-frequency-monetary classification: Healthy (active, recent gift), At-Risk (no gift in 6-12 months), or Lapsed (no gift in 12+ months).
- Pipeline Stage
- A donor's position in the cultivation funnel: Prospect, First Gift, Second Gift, Recurring, Major Gift ($1K+), or Planned Gift.
- YTD (Year-to-Date)
- Cumulative total from July 1 of the current fiscal year through the most recent reporting month.
- Fiscal Year (FY)
- The 12-month budget and reporting period running from July 1 through June 30 of the following calendar year.
- Giving Segment
- A donor tier based on cumulative annual giving: Micro ($1-99), Small ($100-499), Mid ($500-999), Major ($1,000-4,999), or Leadership ($5,000+).
- Recurring Donor
- A donor with an active automatic gift schedule (monthly, quarterly, or annually).
- Gap Analysis
- A geographic assessment identifying census tracts with high need indicators that are not adequately served by existing sites.
- Rolling Average
- A smoothed metric calculated over a trailing window (typically 3 or 6 months) to reduce month-to-month noise.
Built By
AH Datalytics
AH Datalytics builds analytics dashboards, automated data pipelines, and reporting infrastructure for public-sector agencies and mission-driven organizations. We specialize in translating complex program and financial data into clear, actionable visuals that support leadership decision-making, board reporting, and funder accountability.