Donor Segmentation & Reporting Automation
Automated donor segmentation and a self-service reporting dashboard in Google Apps Script for a 16,000+ row donation dataset. Client and donor data are confidential, so this page describes the system, not the underlying data.
Why I Built It
Placed with Gatra Data, a data-analytics partner, as part of the APIKpreneur on-the-job-training program. The client needed donor activity turned into a segment a non-technical team could act on, without paying for a BI tool.
Project Goal
Turn a 16,000+ row raw transaction sheet into an always-up-to-date donor segmentation and a dashboard non-technical teammates and the mentor could read without touching the underlying data.
What It Does
- check_circleHierarchical RFM-style segmentation (Potential/Loyal/Active/New/Passive) plus a sub-level engagement-health status, recalculated in one batched read/write pass instead of per-row calls
- check_circleSelf-service Dashboard sheet with a global favorite-program ranking plus a cumulative month-over-month segment growth table
- check_circleDaily time-driven trigger automating the whole pipeline, replacing manual reruns
- check_circleResolved ambiguous requirements (multi-label vs. hierarchy, monthly snapshot vs. overwrite) directly with stakeholders before finalizing the logic
Key Screens
Tech Stack
Donor names, contact details, and the underlying spreadsheet are confidential. Screenshots on this page (once added) will show the segmentation logic and dashboard structure with all donor-identifying data redacted.