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View comprehensive analytics and insights for your sponsorship program, including revenue tracking, package metrics, and sponsor engagement.

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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.

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Current Status

The Analytics page is currently under development and will be available in a future update.

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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.

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Planned Features

Future analytics capabilities will include:

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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
Visualizations:
  • Revenue trend line chart
  • Sponsor tier breakdown pie chart
  • Monthly revenue bar chart
  • Revenue vs. target gauge

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Package Performance

Metrics:
  • Total packages created
  • Proposal acceptance rate
  • Average package value
  • Coverage percentage distribution
  • Most popular inclusions
Visualizations:
  • Proposal funnel (draft → sent → approved/rejected)
  • Package tier distribution
  • Item popularity rankings
  • Coverage percentage histogram
Metrics:
  • Total active sponsors
  • New sponsors added (by period)
  • Proposal response time
  • Email open rates
  • Proposal view counts
Visualizations:
  • Sponsor growth trend line
  • Response time distribution
  • Engagement heatmap (by day/time)
  • Sponsor lifecycle stages

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Time-Based Analysis

Period Selection:
  • This week
  • This month
  • This quarter
  • This year
  • Custom date range
  • All time
Comparisons:
  • Compare to previous period
  • Year-over-year comparison
  • Quarter-over-quarter comparison

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Export and Reporting

Export Options:
  • Download as PDF report
  • Export to CSV (raw data)
  • Email scheduled reports
  • Custom report builder
Report Types:
  • Executive summary (high-level metrics)
  • Detailed revenue report
  • Sponsor engagement report
  • Package performance report
  • Custom reports (select metrics)

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Permissions

Different permissions show different content:
PermissionCan ViewCan ExportCan 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.

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Common Use Cases (Future)

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Quarterly Board Reporting

  1. Open Analytics page
  2. Select “This Quarter” period
  3. Review revenue vs. target metrics
  4. Check sponsor growth numbers
  5. Export executive summary PDF
  6. Share with stakeholders

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Package Optimization

  1. Go to Package Performance section
  2. Review acceptance rates by tier
  3. Identify most popular inclusions
  4. Check coverage percentage distribution
  5. Adjust package offerings based on data

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Revenue Forecasting

  1. View revenue trend line
  2. Analyze seasonal patterns
  3. Project future revenue based on pipeline
  4. Compare actual vs. projected
  5. Adjust sales strategy accordingly
  1. Check sponsor engagement metrics
  2. Review proposal response times
  3. Identify at-risk sponsors (low engagement)
  4. Plan follow-up campaigns
  5. Track retention improvements

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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
Early Access: Contact support if you’d like to participate in beta testing the Analytics dashboard when it’s available.