A proof-of-concept dashboard for managing donor lifecycles, tasks, and engagement. Includes automated categorization and easy-to-use management tools.
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Donor Dashboard:- Key metrics for donor lifecycle stages: Active, New, At Risk, and Lapsed.
- Trends and insights for donations.
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Task Management:- Create and manage tasks for donor engagement campaigns.
- Filter tasks by status or priority.
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Donor Table:- Search and filter donors by name, city, or lifecycle stage.
- Sortable, paginated table with lifecycle and donation details.
- Add comments for individual donors.
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Automated Lifecycle Categorization:- Auto-classifies donors into stages (
NEW,ACTIVE,AT_RISK,LAPSED) based on donation patterns and activity.
- Auto-classifies donors into stages (
The donor lifecycle stage is automatically determined based on the following criteria:
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Immediate Lapsed: Donors marked as excluded or deceased are automatically categorized as LAPSED.
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New: Donors whose first gift occurred within the last 6 months are classified as NEW. -
At Risk: Donors flagged as AT_RISK based on:- No gifts for over 18 months.
- Significant reduction in donations compared to the last fiscal year.
- Total contributions falling below 40% of the last fiscal year's total.
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Lapsed: No donations in the past 4 years are marked as LAPSED. -
Active Donors: Donors who do not meet the criteria for other stages are considered ACTIVE.
Next.jsShadcn UI
Bun+HonoPostgreSQL+Prisma
- Frontend:
Vercel - Backend:
Render