What are Fundraising Team metrics? Finding the right Fundraising Team metrics can seem daunting, particularly when you're focused on your daily workload. For this reason, we've compiled a selection of examples to fuel your inspiration.
Copy these examples into your preferred tool, or adopt Tability to ensure you remain accountable.
Find Fundraising Team metrics with AI While we have some examples available, it's likely that you'll have specific scenarios that aren't covered here. You can use our free AI metrics generator below to generate your own strategies.
Examples of Fundraising Team metrics and KPIs 1. Investor Lead Conversion Rate The percentage of investor leads that become actual investors
What good looks like for this metric: 5-10%
Ideas to improve this metric Refine your target investor profile Enhance the quality of investor pitch deck Utilise personalised communication strategies Provide attractive investment incentives Follow-up consistently with leads 2. Average Investment Amount The average amount of money invested by investors
What good looks like for this metric: $10,000 - $50,000
Ideas to improve this metric Highlight potential high returns on investment Showcase successful case studies Enhance stakeholder engagement activities Offer exclusive opportunities for larger investors Improve clarity and transparency of financial reports 3. Investor Engagement Rate The level of interaction and engagement from potential investors during the investment process
What good looks like for this metric: 40-60%
Ideas to improve this metric Host investor networking events Create engaging investor newsletters Utilise social media for investor engagement Offer behind-the-scenes access to the team Conduct regular investor update meetings 4. Investment Proposal Acceptance Rate The percentage of investment proposals that are accepted by investors
What good looks like for this metric: 10-20%
Ideas to improve this metric Craft compelling investment proposals Provide clear risk and benefit analyses Strengthen team and management capabilities Show a proven track record of success Negotiate favourable terms and conditions 5. Funding Goal Achievement Rate The percentage of the funding goal that is achieved from investor contributions
What good looks like for this metric: 70-90%
Ideas to improve this metric Set realistic and achievable funding goals Utilise a tiered funding approach Engage a broad spectrum of potential investors Provide alternative funding mechanisms Regularly communicate the progress towards goals
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1. Voter Registration Count The total number of voters registered through TEA campaigns and initiatives
What good looks like for this metric: Tens of thousands of registrations
Ideas to improve this metric Organise more outreach events Enhance digital registration platforms Collaborate with local influencers Create targeted marketing campaigns Utilise social media for promotion 2. Coalition Engagement Rate The percentage of coalitions actively participating in TEA’s initiatives
What good looks like for this metric: High engagement percentage
Ideas to improve this metric Facilitate regular coalition meetings Provide resources and training Encourage collaborative projects Develop targeted communication strategies Recognise and celebrate coalition successes 3. Public Recognition Level The degree to which TEA is recognised as a national model for power-building
What good looks like for this metric: Nationally recognised model
Ideas to improve this metric Seek media coverage Publish articles and case studies Participate in national forums Partner with recognised organisations Showcase success stories 4. Funding Acquisition The total amount of funds and resources acquired to support TEA’s initiatives
What good looks like for this metric: Millions in funding
Ideas to improve this metric Apply for grants Host fundraising events Engage corporate sponsors Increase donor engagement Offer transparent reporting 5. Volunteer Activation The number of volunteers actively engaging with TEA’s events and initiatives
What good looks like for this metric: Thousands of volunteers
Ideas to improve this metric Create volunteer programmes Provide volunteer incentives Enhance onboarding processes Promote opportunities on social media Build a community-driven culture
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Tracking your Fundraising Team metrics Having a plan is one thing, sticking to it is another.
Don't fall into the set-and-forget trap. It is important to adopt a weekly check-in process to keep your strategy agile – otherwise this is nothing more than a reporting exercise.
A tool like Tability can also help you by combining AI and goal-setting to keep you on track.
More metrics recently published We have more examples to help you below.
Planning resources OKRs are a great way to translate strategies into measurable goals. Here are a list of resources to help you adopt the OKR framework:
Tability's check-ins will save you hours and increase transparency
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