Sponsorship Analytics Dashboard
Last Updated: January 19, 2025 | View Changelog
Accessing Analytics
Navigate to Sponsorships → Analytics from the sidebar to access sponsorship analytics and performance tracking.Plan Required: Enterprise plan Permission Required: Analytics permission or Admin access
Current Status
Under Development: The full analytics dashboard is coming soon with automated reporting,
real-time metrics, and custom KPIs.
What to Use Instead
While we build the analytics dashboard, here’s how to track sponsorship performance today: 1. Export Reports from Valuations- Navigate to Valuations → Reports
- Compare multiple valuations to identify trends over time
- Export comparison data as PDF or CSV for analysis
- Use AI Key Insights for automated trend detection
- View Reports Guide →
- Use Sponsorships → Proposals to monitor package status
- Filter by status: Draft, Sent, Approved, Rejected
- Export proposal list to CSV for external analysis
- Calculate acceptance rates manually in Excel/Google Sheets
- View Proposals Guide →
- Create read-only API key with GET permissions
- Pull valuation and sponsorship data programmatically
- Build custom dashboards in Power BI, Tableau, or Excel
- Schedule automated data exports with cron jobs
- View API Documentation →
- Monday: Check sponsor statuses and new responses
- Wednesday: Review proposal performance (sent vs. approved)
- Friday: Track new sponsor additions and package updates
- Monthly: Export all data and calculate key metrics
Temporary Metrics You Can Track
Manual calculations to perform:- Acceptance Rate: (Approved Proposals / Sent Proposals) * 100
- Average Package Value: Total Revenue / Number of Packages
- Sponsor Growth: New Sponsors This Month vs. Last Month
- Proposal Velocity: Days from Sent to Response
Empty State (When Accessing Analytics Page)
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
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:Enterprise Only: Analytics feature requires Enterprise plan. Starter and Professional 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
Frequently Asked Questions
What analytics metrics are available?
The analytics dashboard will track sponsorship revenue, package performance, sponsor engagement, proposal acceptance rates, email open rates, response times, and custom KPIs. You can view metrics by time period, sponsor tier, package type, and custom segments.How do I track sponsorship ROI?
ROI tracking compares actual revenue against projected targets, measures package profitability by analyzing cost-plus margins, tracks proposal conversion rates, and monitors sponsor lifetime value. Export reports to analyze return on investment across different sponsor tiers and package types.Can I export analytics data?
Yes, you can export analytics data as PDF reports for presentations, CSV files for custom analysis in Excel, scheduled email reports sent automatically, and custom report formats with selected metrics. All export options preserve data visualization and formatting.What permissions are needed for analytics?
You need either Analytics role permission or Admin access to view the analytics dashboard. Analytics role users can view all metrics, export reports, and schedule automated reports. Other roles cannot access the analytics module.How often is analytics data updated?
Analytics data updates in real-time when sponsors approve or reject proposals, when new packages are created or sent, and when sponsor engagement events occur (email opens, link clicks). Revenue metrics refresh hourly, and historical trend data updates daily.Can I compare performance across time periods?
Yes, the analytics dashboard supports month-over-month comparisons, quarter-over-quarter analysis, year-over-year trends, and custom date range comparisons. Visualizations show growth percentages and variance indicators for easy trend identification.What visualizations are available?
The analytics dashboard includes revenue trend line charts, sponsor tier pie charts, proposal funnel visualizations, monthly revenue bar charts, engagement heatmaps, coverage percentage histograms, and custom KPI gauges. All charts are interactive and exportable.How do I track proposal acceptance rates?
Proposal acceptance rates are calculated by dividing approved proposals by total sent proposals, segmented by sponsor tier, package type, time period, and sales representative. The proposal funnel visualization shows conversion at each stage from draft to approval.Can I schedule automated reports?
Yes, you can schedule automated analytics reports to be emailed daily, weekly, monthly, or quarterly. Choose from executive summary, revenue report, engagement report, or custom report formats. Recipients can be team members, stakeholders, or board members.Is analytics available on all plans?
No, analytics features require the Enterprise plan. Starter and Professional plan users cannot access the analytics module. Upgrade to Enterprise to unlock revenue tracking, performance metrics, engagement insights, and custom reporting capabilities.Changelog
January 19, 2025
- Added: “What to Use Instead” section with 4 alternative analytics approaches
- Added: Temporary metrics tracking guidance (acceptance rate, package value, etc.)
- Added: Pro tip for API-based interim analytics solution
- Added: Weekly manual review routine recommendations
- Improved: Clarity on dashboard development status
Initial Release
- Analytics page placeholder
- Empty state documentation
- Planned features overview
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