Accessing Analytics
Navigate to Sponsorships → Analytics from the sidebar to access sponsorship analytics.Plan Required: Analytics feature requires Professional or Enterprise plan.
Permission Required: You need Analytics role or Admin access.
Current Status
The Analytics page is currently under development and will be available in a future update.Empty State
If you access Analytics now, you’ll see:- Icon: Chart pie graphic
- Title: “No sponsorship data yet”
- Message: “Add sponsors and packages to see revenue analytics.”
- Action: “Go to Sponsorships” button
Coming Soon: Full analytics dashboard with revenue tracking, package performance metrics, sponsor engagement insights, and custom reports.
Planned Features
Future analytics capabilities will include:Revenue Analytics
Metrics:- Total sponsorship revenue (actual vs. projected)
- Revenue by sponsor tier (Platinum, Gold, Silver, Bronze)
- Revenue by package type
- Month-over-month revenue growth
- Year-over-year comparisons
- Revenue trend line chart
- Sponsor tier breakdown pie chart
- Monthly revenue bar chart
- Revenue vs. target gauge
Package Performance
Metrics:- Total packages created
- Proposal acceptance rate
- Average package value
- Coverage percentage distribution
- Most popular inclusions
- Proposal funnel (draft → sent → approved/rejected)
- Package tier distribution
- Item popularity rankings
- Coverage percentage histogram
Sponsor Engagement
Metrics:- Total active sponsors
- New sponsors added (by period)
- Proposal response time
- Email open rates
- Proposal view counts
- Sponsor growth trend line
- Response time distribution
- Engagement heatmap (by day/time)
- Sponsor lifecycle stages
Time-Based Analysis
Period Selection:- This week
- This month
- This quarter
- This year
- Custom date range
- All time
- Compare to previous period
- Year-over-year comparison
- Quarter-over-quarter comparison
Export and Reporting
Export Options:- Download as PDF report
- Export to CSV (raw data)
- Email scheduled reports
- Custom report builder
- Executive summary (high-level metrics)
- Detailed revenue report
- Sponsor engagement report
- Package performance report
- Custom reports (select metrics)
Permissions
Different permissions show different content:| Permission | Can View | Can Export | Can Schedule Reports |
|---|---|---|---|
| Analytics Role | ✅ Yes | ✅ Yes | ✅ Yes |
| Admin | ✅ Yes | ✅ Yes | ✅ Yes |
| Other Roles | ❌ No | ❌ No | ❌ No |
Professional/Enterprise Only: Analytics feature requires Professional or Enterprise plan. Starter plans cannot access this module.
Common Use Cases (Future)
Quarterly Board Reporting
- Open Analytics page
- Select “This Quarter” period
- Review revenue vs. target metrics
- Check sponsor growth numbers
- Export executive summary PDF
- Share with stakeholders
Package Optimization
- Go to Package Performance section
- Review acceptance rates by tier
- Identify most popular inclusions
- Check coverage percentage distribution
- Adjust package offerings based on data
Revenue Forecasting
- View revenue trend line
- Analyze seasonal patterns
- Project future revenue based on pipeline
- Compare actual vs. projected
- Adjust sales strategy accordingly
Sponsor Retention Analysis
- Check sponsor engagement metrics
- Review proposal response times
- Identify at-risk sponsors (low engagement)
- Plan follow-up campaigns
- Track retention improvements
Next Steps
While waiting for full analytics:Track Manually
Use Proposals page to monitor sent/approved packages
Export Data
Download package lists and calculate metrics in spreadsheet
Review Regularly
Check sponsor statuses and proposal responses weekly
Plan Ahead
Identify what metrics matter most for your organization