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SayPro Reporting Templates: Pre-designed templates to help employees track and report on campaign progress, including funds raised, donor engagement, and digital outreach metrics.
Email: info@saypro.online Call/WhatsApp: + 27 84 313 7407
SayPro is a Global Solutions Provider working with Individuals, Governments, Corporate Businesses, Municipalities, International Institutions. SayPro works across various Industries, Sectors providing wide range of solutions.
✅ SayPro Campaign Reporting Templates
🧾 1. Fundraising Progress Report Template
Purpose: Track total funds raised, targets, and breakdown by source.
| Date | Goal to Date | Actual Raised | % to Goal | Top Sources | Notes |
|---|---|---|---|---|---|
| 2025-05-01 | $50,000 | $47,350 | 94.7% | Email campaign, Gala pledges | Strong start; matching gift drove results |
| 2025-06-01 | $100,000 | $89,120 | 89.1% | Corporate & online donations | Prepare Q2 push |
Bonus Columns to Track (Optional):
- Number of Donations
- Average Gift Size
- Largest Donation
- % Recurring Donors
📊 2. Donor Engagement Tracker
Purpose: Monitor communication, follow-up status, and engagement type.
| Donor Name | Donor Type | Last Contacted | Next Step | Engagement Type | Response | Notes |
|---|---|---|---|---|---|---|
| Sarah Kumalo | Individual | 2025-04-20 | Invite to Gala | Call, Email | Interested | Wants project-specific update |
| Ubuntu Bank | Corporate | 2025-03-15 | Schedule site visit | CSR Proposal Submitted | Pending decision | Follow-up in May |
Status options: Not Contacted, Contacted, Engaged, Pending, Confirmed, Inactive
🌐 3. Digital Outreach Metrics Template
Purpose: Track social media and email performance weekly/monthly.
| Platform | Date Range | Posts | Reach | Engagements | Clicks to Donate | Top Performing Post |
|---|---|---|---|---|---|---|
| Apr 1–Apr 30 | 12 | 45,000 | 3,200 | 610 | “Meet Lebo – A Youth Story” | |
| Apr 1–Apr 30 | 15 | 32,000 | 5,400 | 710 | “Day in the Life at SayPro” | |
| Apr 1–Apr 30 | 3 | 9,000 | 1,400 opens | 390 | Campaign Launch Newsletter |
Suggested Metrics to Track:
- Follower growth
- Hashtag reach (#SayProEmpowers)
- Video views
- Click-through rate (CTR)
- Conversion rate from social/email to donations
📅 4. Campaign Milestone Dashboard (Monthly Snapshot)
Purpose: High-level summary of key milestones and KPIs.
| Metric | Target | Current | Status |
|---|---|---|---|
| Total Raised | $500,000 | $163,250 | 🟡 On track |
| Number of Donors | 1,000 | 430 | 🟡 Moderate |
| New Monthly Donors | 300 | 120 | 🔴 Needs boost |
| Corporate Sponsors Secured | 10 | 6 | 🟢 Ahead |
| Outreach Events Held | 5 | 3 | 🟢 On track |
Use green/yellow/red indicators for at-a-glance health checks.
📋 5. Event Report Template
Purpose: Assess the outcome of any campaign-related events (galas, info sessions, fundraisers).
| Event Name | Date | Attendees | Funds Raised | Key Outcomes | Follow-Ups Required |
|---|---|---|---|---|---|
| SayPro Spring Gala | 2025-04-05 | 180 | $35,000 | 10 major donor leads identified | Thank-you emails, 3 meetings |
| Youth Empower Day | 2025-03-15 | 75 | $2,300 | Social media buzz | Social media follow-up |
🔧 Tools & Delivery Formats
These templates can be provided in the following formats:
- Excel (.xlsx) or Google Sheets
- Google Docs (editable reports)
- PDFs for static reporting
- Airtable base (for collaborative tracking)
- PowerPoint Slides (for board or donor updates)
- Neftaly Malatjie | CEO | SayPro
- Email: info@saypro.online
- Call: + 27 84 313 7407
- Website: www.saypro.online
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