Page 1 of 9

Donation Tracking Log

Progress

[Organization Name]
Overall
Overall Target
On Track Target
Overall Total
Overall Percent

Overall Target
Overall Total
On Track Target
5,000.00
1,000.00
858.00
17.2%

This Period
Start:
1/6/14
End:
1/13/14
Total:
572.00
Today
Date:
11/12/14
Total:
0.00

Date
1/6/14
1/6/14
1/6/14
1/6/14
1/8/14
1/8/14
1/8/14
1/8/14
1/20/14
1/20/14
1/20/14
1/20/14

Name
Bob Jones
Sally Smith
Tom Billford
Jackie Jordan
Bob Jones
Sally Smith
Tom Billford
Jackie Jordan
Bob Jones
Sally Smith
Tom Billford
Jackie Jordan

Donation Tracking Template by Vertex42.com

Type or
Check #
2032
cash

2033
cash

2034
cash

Amount
235.00
34.00
5.00
12.00
235.00
34.00
5.00
12.00
235.00
34.00
5.00
12.00

6,000
5,000
4,000
3,000
2,000
1,000
858

17.2%
This
Period
yes
yes
yes
yes
yes
yes
yes
yes

Comments

2014 Vertex42 LLC

Date

Name

Page 2 of 9
Type or
Amount
Check #

This
Period

Comments

Insert new rows above this one

Donation Tracking Template by Vertex42.com

2014 Vertex42 LLC

Donations per Day

Name

Row Labels
1/6/2014
1/8/2014
1/20/2014
(blank)
Grand Total

(All)

Total Donations
286.00
286.00
286.00

Number of
Donations
4
4
4

Name
Bob Jones
Jackie Jordan
Sally Smith

858.00

12

Tom Billford
(blank)

This worksheet uses a Pivot Table to calculate total

donations from the DonationLog worksheet, grouped
by date.
Name Slicer: Select a Name from the list to quickly filter
the report for that name. Click on the "Clear Filter" button
in the upper right corner of the slicer to display all
donations again.
Don't forget to REFRESH the pivot table after changes
are made to the DonationLog worksheet (right-click on it
and select "Refresh")

Donations per Week

Name

(All)

Total Number of
Row Labels
Donations Donations
1/6/2014 - 1/12/2014
572.00
8
1/20/2014 - 1/21/2014
286.00
4
(blank)
Grand Total
858.00
12

Name
Bob Jones
Jackie Jordan
Sally Smith
Tom Billford
(blank)

This worksheet uses a Pivot Table to calculate

total donations from the DonationLog worksheet,
grouped by week (7-day periods).

To change the start date for the first week, you can
either update the grouping via the pivot table, or make
sure that there is at least one donation on the first day
of the first week.
Name Slicer: Select a Name from the list to quickly
filter the report for that name. Click on the "Clear
Filter" button in the upper right corner of the slicer to
display all donations again.
Don't forget to REFRESH the pivot table after
changes are made to the DonationLog worksheet
(right-click on it and select "Refresh")

Donations per Individual

Total Number of
Row Labels
Donations Donations
Bob Jones
705.00
3
Jackie Jordan
36.00
3
Sally Smith
102.00
3
Tom Billford
15.00
3
(blank)
Grand Total
858.00
12

This worksheet uses a Pivot Table to calculate

total donations for each individual donor.

Don't forget to REFRESH the pivot table after

changes are made to the DonationLog worksheet
(right-click on it and select "Refresh")

Donation Tracker
By Vertex42.com
http://www.vertex42.com/ExcelTemplates/donation-tracker.html

2014 Vertex42 LLC

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may not use this template. Thank you.
See License Agreement
http://www.vertex42.com/licensing/EULA_privateuse.html
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