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Avalon Consulting VitalStats KPI Dashboard

Avalon Consulting VitalStats KPI Dashboard

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Avalon Consulting VitalStats KPI Dashboard

  1. 1. FY 2019, Qtr 3 (data through 9/30/2019) $1,684,163 YTD Gross Revenue ▲10.7% 17,251 YTD Members ▲1.9% FY16 FY17 FY18 FY19 $0 $1,000,000 $2,000,000 $1,783,412 $1,519,677 $1,521,369 $1,684,163 Gross Revenue (through Q3) FY16 FY17 FY18 FY19 0 10,000 20,000 18,866 16,752 16,928 17,251 Members (through Q3) * Shaded bars indicate full year values for pacing FY16 FY17 FY18 FY19 $0 $500,000 $1,000,000 $717,151 $967,012 Cost and Net (through Q3) Cost Net Revenue Giving Metrics (through Q3) FY16 FY17 FY18 FY19 $0 $50 $100 Average Gift/Revenue per Member 0.00 0.50 1.00 1.50 Gifts per Member $102.21 $72.58 $70.87 $64.57 $72.25 $95.92 $96.55 $90.30 © 2020 The Avalon Consulting Group, Inc. All Rights Reserved. S A M P L E
  2. 2. FY 2019, Qtr 3 (data through 9/30/2019) FY16 FY17 FY18 FY19 0 5,000 10,000 15,000 3,988 3,646 3,493 3,568 1,304 1,315 1,058 1,329 9,827 9,672 9,816 11,450 2,132 2,295 2,385 2,519 Members (through Q3) FY16 FY17 FY18 FY19 $0 $500,000 $1,000,000 $1,500,000 $286,013 $236,212 $205,026 $229,078 $127,110 $97,107 $100,484 $120,565 $1,065,318 $1,001,630 $1,047,948 $1,241,602 $205,721 $186,420 $166,220 $192,166 Revenue (through Q3) First-Years Multi-Years Reinstates FY16 FY17 FY18 FY19 FY16 FY17 FY18 FY19 FY16 FY17 FY18 FY19 $0 $20 $40 $60 $80 $100 $91 $95 $74 $97 $108 $107 $104 $108 $76 $70 $81 $96 Revenue per Member (through Q3) FY16 FY17 FY18 FY19 $0 $50 $100 $150 Average First Gift 0K 1K 2K 3K 4K New Joins 3,568 3,493 3,646 3,988 $181 $183 $172 $185 New Joins (through Q3) 5+ Year Members (through Q3) FY16 FY17 FY18 FY19 $0 $20 $40 $60 $80 $100 $120 Revenue per 5+ Member 0K 2K 4K 6K 5+ Year Members 7,056 6,350 6,099 6,000 $116 $115 $120 $114 © 2020 The Avalon Consulting Group, Inc. All Rights Reserved. S A M P L E
  3. 3. FY 2019, Qtr 3 (data through 9/30/2019) Retention (through Q3) FY16 FY17 FY18 FY19 0.0% 20.0% 40.0% 60.0% 80.0% Retention 51.8% 46.8% 45.1% 45.0% Overall FY16 FY17 FY18 FY19 57.0% 53.3% 52.1% 53.5% Multi-Year FY16 FY17 FY18 FY19 29.9% 21.7% 25.5% 24.5% First-Year * Reference bands are expected ranges * Shaded bars indicate full year values for pacing FY16 FY17 FY18 FY19 0% 20% 40% 60% 80% 100% Avg. Five Plus Retention 64.3% 60.7% 59.8% 61.6% 5+ Year Member Retention (through Q3) FY16 FY17 FY18 FY19 0% 5% 10% 15% 15.1% 7.6% 1.7% Second Gift Rates (through Q3) ▅ 3 Mo 2nd Gift Rate ▅ 6 Mo 2nd Gift Rate ▅ 9 Mo 2nd Gift Rate © 2020 The Avalon Consulting Group, Inc. All Rights Reserved. S A M P L E
  4. 4. FY 2019, Qtr 3 (data through 9/30/2019) FY16 FY17 FY18 FY19 $0.00M $0.50M $1.00M $1.50M $2.00M $2.50M $0.56M $1.01M $1.12M $1.09M $0.83M $0.51M $0.52M $0.56M $0.43M $0.48M $0.48M $0.56M $0.52M $0.52M $0.53M $0.57M QOQ Revenue FY16 FY17 FY18 FY19 0K 1K 2K 3K 4K 5K 1,271 1,510 1,469 2,378 1,889 1,528 1,816 1,220 1,120 1,052 878 574 933 616 671 898 QOQ New Joins FY16 FY17 FY18 FY19 0 500 1000 1500 158 433 388 494 494 272 533 437 310 373 352 422 525 413 430 445 QOQ First-Year Members FY16 FY17 FY18 FY19 0K 1K 2K 3K 1,166 1,130 1,102 435 643 747 706 873 596 660 522 480 659 533 619 991 QOQ Reinstates FY16 FY17 FY18 FY19 0K 5K 10K 2,105 3,575 3,419 3,175 3,339 1,920 2,290 2,187 2,672 3,034 2,582 2,769 5,439 4,862 4,800 4,871 QOQ Multi-Year Members FY16 FY17 FY18 FY19 0K 2K 4K 6K 8K 1,278 2,136 2,096 1,935 1,905 1,157 1,277 1,174 1,638 1,937 1,586 1,678 3,513 3,256 3,236 3,148 QOQ 5 Year+ Members Q1 Q2 Q3 Q4 © 2020 The Avalon Consulting Group, Inc. All Rights Reserved. S A M P L E
  5. 5. FY 2019, Qtr 3 (data through 9/30/2019) Dashboard Definitions Fiscal Year Max. Start Date Max. End Date FY16 1/1/2016 9/30/2016 FY17 1/1/2017 9/30/2017 FY18 1/1/2018 9/30/2018 FY19 1/1/2019 9/30/2019 A. A. A. A. Date Ranges for Year to Date Revenue Gross revenue year to date Total Cost Actual expense year to date Net Revenue Gross revenue subtracting total cost year to date Members (or Donors) Individual Members (or Donors) giving at least one gift in the year to date period. Members (or Donors) may start at $0.01 or a higher level depending on the organization. Gifts Actual individual gifts received year to date. This differs from Members (or Donors) as a single member/donor could give more than one gift. Average Gift Revenue divided by number of gifts. Gifts per Member (or Donor) Gifts divided by number of Members (or Donors) Revenue Per Member (or Donor) Overall gross revenue divided by number of Members (or Donors) Multi-Year Members (or Donors)/Revenue/Avg Gift Multi-year Members (or Donors) gave a gift in the current year to date period, AND in the previous fiscal year, AND at some point in the years before that (ie, the gift in the previous fiscal year was not their first gift on file). First-Year Members (or Donors)/Revenue/Avg Gift First-year Members (or Donors) gave a gift in the current year to date period, and their first gift in the previous fiscal year. New Joins/Revenue/Avg Gift New joins gave their first gift ever within the year to date period. Reinstates/Revenue/Avg Gift Reinstates gave a gift in the current year to date period, not in the previous fiscal year, but at some point in time before that. Reactivated Member (or Donor)/Reactivation Rate Percent of donors who gave in year 3 or 2 prior, but not in year 1 prior, and also gave in the current year to date window. Overall Members (or Donors)/Revenue Retention Percentage of Members (or Donors) from the previous fiscal year who then gave in the current year to date period. For this and all of the below – revenue retention refers to revenue given from that same group in the previous fiscal year, and how much that same group gave in the current year to date period. Members (or Donors)/Revenue Retention with Reinstate Percentage of Members (or Donors) from the previous fiscal year who then gave in the current year to date period, with the addition of reinstated Members (or Donors) in the current 12 year to date period. Multi-Year Member (Donor)/Revenue Retention Percentage of multi-year Members (or Donors) from the previous fiscal year who then gave in the current year to date period. First-Year Members (Donors)/Revenue Retention Percentage of new joins from the previous fiscal year who then gave a gift in the current year to date period. 3, 6, 9, or 12 Mo 2nd Gift Givers The number of new joins in that year to date period who gave a second gift in by the end of Q1 (3 mo), Q2 (6 mo), Q3 (9 mo), or Q4 (12 mo). 3, 6, 9, or 12 Mo 2nd Gift Rate The number of new joins in that year to date period who gave a second gift in 3, 6, 9, or 12 months or less divided by the number of new joins. Mos to 3, 6, 9, or 12 Mo 2nd Gift The average number of months 3, 6, 9, or 12 month 2nd gift givers take to give their second gift. © 2020 The Avalon Consulting Group, Inc. All Rights Reserved. S A M P L E

Avalon Consulting VitalStats KPI Dashboard

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