Free Transparent KPI Tracking Template
Start tracking the 5 essential metrics that build unbreakable donor trust. This template includes pre-built formulas, transparent communication angles, and monthly tracking sheets.
📊 What's Included in Your Template
5 Essential Transparent KPIs:
- • Cost Per Dollar Raised (CPDR)
- • Donor Retention Rate
- • Pledge Fulfillment Percentage
- • Average Gift Size Growth
- • Fundraising ROI (Mission Multiplier)
Ready-to-Use Features:
- • Pre-built formulas for each metric
- • Transparent communication angles
- • Monthly tracking sheets
- • Implementation instructions
- • Industry benchmarks
Choose Your Format
CSV format works with Excel, Google Sheets, and all spreadsheet applications
🚀 How to Use This Template
Step 1: Set Your Baseline
Replace the sample values with your current metrics. Don't worry if you don't have all the data yet—start with what you have.
Step 2: Set Realistic Targets
Use the included benchmarks to set achievable improvement goals. Industry averages are provided as reference points.
Step 3: Track Monthly
Update your metrics monthly using the tracking sheet. Consistency is key to seeing trends and improvements.
Step 4: Share Transparently
Use the provided "transparent angles" to share these metrics with your donors in newsletters, social media, and reports.
💡 Sample Transparent Communication
"We're proud to share that our donor retention rate is 75% - a sign of the incredible, trusting community we've built together! This means 3 out of 4 supporters choose to give again because they see the real impact of their contributions."
This is how you turn internal metrics into trust-building stories.
Ready to Automate Your Transparency?
Manual tracking is just the beginning. See how DonationTransparency.org can automate these metrics and turn them into real-time donor engagement.
Explore Automated Transparency →