Track your progress toward sustainability goals to make sure your organization is built to last. To track sustainability, you can ask Penny AI, run reports, or both.
This article explains how to track the:
Number of in-person meetings this year compared to last year
Number of in-kind gifts this year compared to last year
Donor retention rate
Number of individuals at each giving level
Before You Begin
(Optional) If you plan to create sustainability reports, create a Sustainability folder to organize these reports.
In-Person Meetings
Track how many times your organization has met with constituents so far this year. Compare that number to last year to make sure you’re on track to meet sustainability goals for this year.
Goal: Meet or exceed the number of in-person meetings from last fiscal year.
How to get this information: Ask Penny AI or create a report.
Ask Penny About Your In-Person Meetings
To ask Penny AI to compare in-person meetings this year and last year:
Enter a prompt. For example, ask Penny the following:
“How many in-person interactions did our organization have during last fiscal year? How does that compare to the number of in-person interactions during this fiscal year? Exclude interactions for volunteer activity and special events. Our fiscal year starts January 1.”Penny shares her insights and automatically saves this conversation.
To check your progress periodically this fiscal year, open Penny and click Conversations.
Click your saved conversation for in-person meetings.
Ask Penny to check again.
Run Reports About Your In-Person Meetings
If you prefer to run a report instead of asking Penny, you can create an interaction report with channel and date filters.
To run a report that shows in-person meetings from this year:
Include these filters:
Channel is In Person
Date is During and This Fiscal Year.
Exclude this filter: Purpose is Special Event and Volunteer Activity.
(Optional) If you created a Sustainability folder to organize your sustainability reports, from the Folder drop-down list, select that folder.
Next, to compare your progress to last year, create a report for last fiscal year:
Copy the sustainability report you created for this fiscal year.
Edit this new report to make these changes:
In the Date filer, select During and Last Fiscal Year.
Click Details and change the report name.
In-Kind Gifts
Track how many in-kind gifts your organization received so far this year. Compare that number to last year to make sure you’re on track to meet sustainability goals for this year.
Goal: Meet or exceed the number of in-kind gifts from last fiscal year.
How to get this information: Ask Penny AI or create a report.
Ask Penny About Your In-Kind Gifts
To ask Penny:
Enter your prompt. For example, ask Penny the following:
“How many in-kind gifts did our organization receive last fiscal year? How does that compare to the number of in-kind gifts received during this fiscal year? Our fiscal year starts January 1.”Penny shares her insights and automatically saves this conversation.
To check your progress periodically, open Penny and click Conversations.
Click the saved conversation for in-kind gifts.
Ask Penny to check again.
Run Reports About Your In-Kind Gifts
If you prefer to run a report instead of asking Penny, you can create a transaction report with in-kind and date filters.
To run a report that shows in-kind gifts from this fiscal year:
Include these filters:
In-Kind
Date is During and This Fiscal Year.
(Optional) If you created a Sustainability Scorecard folder, from the Folder drop-down list, select that folder.
Next, to compare your progress to last year, create a report for last fiscal year:
Copy the in-kind report you created for this fiscal year.
Edit the copy of your report to make these changes:
In the Date filer, select During and Last Fiscal Year.
Click Details and change the report name.
Donor Retention Rate
Your dashboard includes a Donor Retention graph. This graph is a color-coded wheel that shows:
Number of retained donors
Percent of retained donors
Click one side of the graph to run a pre-built Lapsed Donors report. Click the other side to run a pre-built Retained Donors report. You can save these reports to your Sustainability report folder.
Individuals by Giving Level
Track how many individuals are at each of these giving levels: general, mid, and major. Compare that number to last year to make sure you’re on track to meet sustainability goals for this year.
Goal: Meet or exceed the number of individuals in each giving level from last fiscal year.
How to get this information: Ask Penny AI. Penny not only gives you these numbers, but provides key insights too.
To ask Penny:
Enter your prompt. For example, ask Penny the following:
"How many individual constituents gave at each giving level (general, mid, major) this fiscal year compared to last fiscal year? Our fiscal year starts January 1.”
Penny shares her insights and automatically saves this conversation.
To check your progress periodically, open Penny and click Conversations.
Click the saved conversation about individuals by giving level.
Ask Penny to check again.