A sample data cleanup and board report
This is the kind of work a data cleanup and dashboard project delivers: a messy donor spreadsheet turned into clean records, then into one page a board can read in two minutes.
Everything here is made-up sample data from the Riverside High demo.1. The cleanup
Most groups keep donors in a shared spreadsheet that several people have edited for years. The same person shows up three times, states are spelled four ways, and totals don't add up. A cleanup fixes that once, properly.
Before: three rows, one person
| Name | Class | State | Phone | Gift | Date |
|---|---|---|---|---|---|
| Kofi, James | 05 | Minn. | 555.123.4567 | $500 | 3/15/26 |
| james kofi | 2005 | MN | (555) 1234567 | 250.00 | 2026-06-02 |
| J. Kofi | '05 | minnesota | blank | two hundred | Sept 9 |
After: one person, three gifts
| Name | Class | State | Phone | Given in 2026 |
|---|---|---|---|---|
| James Kofi | 2005 | MN | 555-123-4567 | $950.00 |
2. The board report
Clean data turns into a one-page report for every board meeting. Hover over any chart to see the exact numbers.
Riverside High Alumni Association: giving report
Running total for the year
Dollars raised since January 1, this year against last year.
Who gave again, who's new, who stopped
Donors compared with last year.
Where this year's dollars come from
Top classes this year
Dollars given, by graduating class.
Who to call this month
Last year's largest donors who haven't given yet this year. A personal call is the most effective way to bring them back.
Want this for your organization?
Send me your spreadsheet, however messy. I'll clean it up, give you a copy you keep, and set up a report like this one for your board.