Campaign Tracker

The Campaign Tracker allows you to view a snapshot of your giving campaign. After setting specific goals, you can track progress through percentages, charts, and graphs and compare them to historical data.

For example, use this report to:

  • Stay informed about campaign totals.

  • Provide an engaging report with campaign participation, without having Tableau access.

  • Compare this year's campaign to a historical campaign without pulling reports.

The Campaign Tracker is not a custom report or transactional report, but a standard set of useful information aimed at providing a quick snapshot of a giving campaign’s progress.

You can access the Campaign Tracker from CSRconnect Admin Portal, Reports, Insights Dashboard, Campaign Tracker. You must have the Can Access Giving Campaign Tracker permission. See Manage roles.

Using the Campaign Tracker

  1. Under Campaign, select a giving campaign. This giving campaign must be active.

  2. Under Historical Compare, select another giving campaign to use as a point of comparison. This setting is optional. The selected campaign must be closed.

  3. To set a goal, select Manage Goals. This setting is optional. You can enter goals for Participation Rate, Average Donation Amount, and Total Raised.

Once you have selected your giving campaign and any other settings, you can view the following data:

  • Participation Rate: View current percent of participation based off the most current HR file as it compares to your participation goal. Compare to historical data.

  • Average Donation Amount: View the average dollar donation as it compares to your average donation amount goal. Compare to historical data.

  • Total Raised: View the total raised in the campaign as it compares to your total goal. Compare to historical data.

  • Donation by Week Graph: View donations each week and see a visual comparison to a historical campaign.

    Note: Week 1 begins on the Start Date of your Campaign, Week 2 begins on day 8, etc.

  • Donation Type Breakdown: View your giving campaign's donation types and donor counts.

  • Top Organizations: View the top five charities in the selected campaign, ranked by donation amount.