Mission to Metrics: The Complete Guide to Metrics in Advancement Operations
The FundMiner Metrics Guide helps organizations measure what matters, reduce inefficiencies, and deliver on donor expectations. It provides a shared framework for evaluating fund health, aligning internal teams, and making data-informed decisions that drive long-term impact.
Why Metrics Matter
Strong fundraising operations depend on two things: effectiveness and efficiency. This guide helps you evaluate both. By tracking the right metrics, you can improve internal processes, align teams, and focus resources where they make the biggest impact.
What's Inside the Guide
- The Efficiency × Effectiveness Framework to guide performance discussions
- Role-based scorecards for Development, Engagement, Operations & more
- Sample KPIs like Cost per Dollar Raised, Stewardship Touchpoints per FTE, and Unspent Fund Ratios
- A full evaluation plan to connect metrics from the organization level down to individual staff members
- A glossary of over 30 advancement-specific metrics
Who This Is For
The guide is built for advancement operations, fund managers, and executive leadership. Whether you are planning strategy, reporting to the board, or reviewing team performance, this tool brings clarity and consistency to your metrics.
Download the Guide
Fill out a quick form to access the full FundMiner Metrics Guide, including templates and definitions.
How FundMiner Can Help
FundMiner empowers advancement teams to stay ahead of trends with:
- Centralized data for clear insights.
- Impactful donor reporting to build trust.
- Seamless tech integration for efficiency.
- AI-driven insights for smarter decisions.
- Automated workflows to save time.
Let us help you turn these trends into opportunities. Contact FundMiner today to learn how we can support your advancement goals!
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