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KPI & Reporting Release Notes - April 4 2022

Stefania
  • Updated

Check out our newest enhancements to the Keela system! Nearly every single update is based on customer feedback, so thank you to everyone who has shared your ideas with our team. Check out the details below and don't forget to send in any new ideas you have to our Product Portal.

 

 

Demographics Data - NZ Addresses! (00:04)

Our powerful Demographics tool allows you to view information about your Contacts based on their postal or zip code. We use the census data of the Contact's respective country to pull this information into Keela to provide ya'll with an inbuilt Wealth Screening tool.


And we've now expanded our demographics tool to include New Zealand addresses, too!

 

Navigate to a Contact's profile > Hover over the Fundraising Tab > Click Capacity to Give

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Note: Please ensure that your Contact has a valid address, with a post/zip code that falls within the demographic country range (USA, CAN, AUS, NZ)


Here are some extra resources in case you'd like to learn more:

New Recurring Donor KPIs (01:17)

One of my favorite features of the Keela system is the ability to track extremely important nonprofit KPIs right in your account (automatically!).

 

We've added 6 new KPIs to the list to help you keep track of your Recurring Donors and the impact that they have on your organization.

 

  • Recurring Donor Acquisition Rate
  • Recurring Donor Lifetime Value ($)
  • Recurring Donor Average Gift Size ($)
  • Recurring Donor Median Gift Size ($)
  • Recurring Gift Growth Rate ($)
  • Recurring Donor Retention Rate

 

Click on Fundraising > Scroll down to Key Performance Indicators (KPIs) > Click Add KPIs

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Want to dive deeper into Keela's KPI tool? Check out our Managing Success with Keela's KPIs webinar.

New Reports Widgets (02:46)

And lastly, we've added two handy new Widgets that can be added to your Reports.

 

The first Widget looks at your One Time vs Recurring Donors. You can use it to get a glimpse at who your lapsed or active recurring donors as well as your single donors who may be likely to convert to making ongoing gifts.

 

The second Widget looks at your One Time vs Recurring Gifts. It analyzes your donations and providews a visual break down of which were once-off (one time donations) and which were part of an ongoing subscription (recurring donations). 

 

Navigate to a Report > Click Add Widget 

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