One base for every fundraising campaign , every fiscal year
A national advocacy nonprofit's Development and Marketing teams track fiscal year campaigns in Airtable, managing acquisition, retention, and upgrade efforts across email and direct mail. Annualized revenue, monthly rollups, and year-over-year comparisons replaced a set of fragmented spreadsheets.
The problem
Fundraising campaign data lived across a set of fragmented spreadsheets, one for each fiscal year or campaign type. Monthly totals had to be calculated by hand, and year-over-year comparison meant reconciling numbers across separate files.
Currency formatting broke down whenever a cell was left blank, which made totals unreliable and forced Development and Marketing to double-check figures before reporting them.
What they built
Development and Marketing built a single Airtable base to track fiscal year campaigns by channel, covering acquisition, retention, and upgrade efforts across email and direct mail.
The base calculates annualized revenue automatically and rolls totals up by month and by fiscal year, with built-in year-over-year comparison so campaign performance is visible across time without manual recalculation.
The outcome
Campaign accuracy improved once totals and rollups came from a structured base instead of manually maintained spreadsheets. Monthly and fiscal year numbers are now reliable by default.
Year-over-year comparison is now a built-in view rather than a manual reconciliation project, and campaigns across multiple fiscal years live in the same base instead of a new spreadsheet each year.
Inside the solution
Campaign and Donor Tracking
Marketing & Campaign Operations
- Campaign tracking by channel
- Acquisition, retention, and upgrade metrics
- Annualized revenue calculation
- Monthly and fiscal year rollups
- Year-over-year comparison
- Fragmented campaign spreadsheets
- Manual monthly totals
- Lack of year-over-year comparison
- Currency formatting breaking on blank cells
- Improved campaign accuracy
- Reliable totals and rollups
- Easier fiscal year comparisons
- Single base spanning multiple years
- Development
- Marketing
- Direct mail
Campaign & Donor Tracking
Track every acquisition, retention, and upgrade campaign across email and direct mail in one base spanning multiple fiscal years, with annualized revenue, monthly rollups, and year-over-year comparison calculated automatically instead of by hand in spreadsheets. Automations create acknowledgment touchpoints for every new gift, flip gifts to acknowledged when stewardship completes, and email a weekly in-market campaign digest, while Airtable AI drafts campaign recaps, appeal copy angles, and donor thank-you notes.
From fragmented spreadsheets to reliable rollups
Copy the templates
Automate the calculations
Add year-over-year views
FAQ
Frequently asked questions
A single Airtable base that tracks every fiscal year campaign by channel, with automated revenue calculation and rollups instead of separate files per year.
The base calculates it automatically from campaign records, removing the manual math that previously introduced errors, especially around blank cells.
Acquisition, retention, and upgrade campaigns, tracked separately but rolled up together across email and direct mail channels.
Because every fiscal year lives in the same base, comparing performance across years is a matter of grouping and filtering rather than reconciling separate spreadsheets.
No. This workflow runs on structured campaign records and formula-based rollups. The organization is exploring AI for related marketing content drafting as a separate initiative.