Page 1 of 11

Donation Tracking Log Progress

[Organization Name] Overall Target
Overall Total
On Track Targ
Overall
Overall Target 5,000.00 6,000
On Track Target 1,000.00
Overall Total 858.00 5,000
Overall Percent 17.2%
4,000

This Period
3,000
Start: 1/6/14
End: 1/13/14
2,000 858
Total: 572.00

1,000
Today
Date: 3/20/18
0
Total: 0.00 17.2%

Type or
Date Name Amount This Period
Check #
1/6/14 Bob Jones 2032 235.00 yes
1/6/14 Sally Smith cash 34.00 yes
1/6/14 Tom Billford 5.00 yes
1/6/14 Jackie Jordan 12.00 yes
1/8/14 Bob Jones 2033 235.00 yes
1/8/14 Sally Smith cash 34.00 yes
1/8/14 Tom Billford 5.00 yes
1/8/14 Jackie Jordan 12.00 yes
1/20/14 Bob Jones 2034 235.00
1/20/14 Sally Smith cash 34.00
1/20/14 Tom Billford 5.00
1/20/14 Jackie Jordan 12.00

Donation Tracking Template by Vertex42.com © 2014 Vertex42 LLC

 Page 2 of 11

Type or
Date Name Amount This Period
Check #

Donation Tracking Template by Vertex42.com © 2014 Vertex42 LLC

 Page 3 of 11

Progress
Overall Target
Overall Total
On Track Target
6,000

5,000

4,000

3,000

2,000 858

1,000

0
17.2%

Comments

Donation Tracking Template by Vertex42.com © 2014 Vertex42 LLC

 Page 4 of 11

Comments

Insert new rows above this one

Donation Tracking Template by Vertex42.com © 2014 Vertex42 LLC

Donations per Day
Name - all -

This shape represents a

Data slicer. Slicers can be used in
Date Sum - Amount Count - Amount at least Excel 2010.
1/6/14 286.00 4 If the shape was modified in
1/8/14 286.00 4 an earlier version of Excel,
1/20/14 286.00 4 or if the workbook was
(empty) saved in Excel 2003 or
earlier, the slicer cannot be
Total Result 858.00 12
used.
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 -

This shape represents a

Data slicer. Slicers can be used in
Date Sum - AmouCount - Amount at least Excel 2010.
01/20/2014 - 01/26/2014 286.00 4
If the shape was modified in
01/06/2014 - 01/12/2014 572.00 8 an earlier version of Excel,
Total Result 858.00 12 or if the workbook was
saved in Excel 2003 or
earlier, the slicer cannot be
used.
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

Data
Name Sum - AmouCount - Amount
Bob Jones 705.00 3
Jackie Jordan 36.00 3
Sally Smith 102.00 3
Tom Billford 15.00 3
(empty)
Total Result 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

This spreadsheet, including all worksheets and associated content is

considered a copyrighted work under the United States and other copyright
laws.

Do not submit copies or modifications of this template to any website or online

template gallery.

Please review the following license agreement to learn how you may or may
not use this template. Thank you.

See License Agreement

http://www.vertex42.com/licensing/EULA_privateuse.html

Do not delete this worksheet. If necessary, you may hide it by right-clicking

on the tab and selecting Hide.