What You’ll Learn
- The two main options for organizing your fundraising data
- How to use a spreadsheet to track pledges and contributions
- How to use data to advocate for your candidate’s time
Why This is Important
If you learn to use your data well and keep it updated, it can be your best friend. But if you neglect it, you’ll end up spending more time backtracking later. And it won’t be able to work for you when you need more of your candidate’s time to hit your fundraising goals.
Key Resources
- Ragtag’s Top Security Recommendations for Anyone
- Tips for Sharing Docs via Google Drive
- Template Rolodex
- Campaign Rolodex Reference Guide
- Pledge & Contribution Tracker
- Pledge & Contribution Tracker Reference Guide
- Call Time Tracking Tool
Related Trainings
- Spreadsheets 101 — Practice spreadsheet tips and tricks to get the most out of your spreadsheets
- NGP 8 Fundraising: Donors, Pledges, and Contributions — Learn how to use NGP 8 to record and track the pledges and contributions that your campaign is brining through the door
- Staffing Call Time — Most of your fundraising data stems from the conversations your candidate has during call time — learn to take the notes you’ll need to create this data
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