Build a year-end gift tracker spreadsheet with formulas Prompt
Prompt
Help me build a year-end gift tracker in a spreadsheet. Do not calculate results yourself. Give me the layout and formulas so the spreadsheet does the math. Each gift will be added as a row. Our donation export includes these columns: [PASTE COLUMN NAMES] Our donor groups: TOP DONORS, MONTHLY DONORS, NEW MONTHLY, SKIPPED THIS YEAR, FIRST-TIME DONORS, TOO RECENT, EVERYONE ELSE Please give me: 1. A GIFTS sheet layout: the columns to keep from our export, plus added columns for Group (looked up from our donor list by donor ID), Ask amount, Gave more than the ask (Y/N), Thank-you sent (date), Receipt sent (date), Days to thank-you, and Needs written acknowledgment (Y/N, for single gifts of $250 or more). 2. Formulas for each added column (Excel syntax), including a lookup that pulls Group and Ask amount from our donor list sheet by donor ID. 3. A SUMMARY sheet with formulas: total raised and number of gifts by group, average gift vs. average ask by group, gifts still waiting for a thank-you, and the percentage of gifts thanked within 2 days. 4. Conditional formatting rules: highlight any gift with no thank-you after 2 days, and any gift of $250 or more with no receipt. 5. A DAILY EXCLUSIONS view: a filter or formula listing donor IDs who gave since [MAIN EMAIL DATE], to remove from the reminders. Tell me exactly which sheet and cell each table starts in. If a column I need isn't in our export, tell me how to add it.
Watch out for
Control: The spreadsheet does the math, not AI. Check its totals against your donation platform once a week.
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Data AnalystsFinance Teams