📥
Drop your receiving log here — or click to choose
.xlsx or .csv · needs donor, date and weight columns · everything else is optional
or
🔗 Attach from a shared link — Google Sheets, Google Drive, or OneDrive
The file must be shared as "Anyone with the link can view." Google Sheets are pulled as Excel automatically — so the team edits one shared sheet, and this app always reads the latest version.
1 · We read your fileColumn names vary between systems — we auto-match them and you confirm. Nothing runs until you approve.
2 · Two simple rulesFading: last 4 weeks under 80% of the prior 12. Volatile: weekly swings above a 0.75 variation score. No black box — the math is shown.
3 · One workbook backEvery donor scored 0–10, flags highlighted, and up to 15 follow-up tasks routed to the right staff roles — with draft outreach ready to copy.
📈 Weekly inflow — 16 weeks, all donors
🧺 Category exposure — share supplied by fading donors
🧮 Spot-check — one fading calculation, by hand
Row tint: fading volatile · click a column header to sort (All donors)
⚙️ Per-donor variables — tune thresholds for individual donors, or exclude them; the analysis re-runs instantly
Defaults: fading < 0.80 · volatility CV > 0.75. A seasonal donor (e.g. a farm) might warrant a looser fading threshold; a critical anchor donor a tighter one. Changed rows are marked ✎ and noted in the workbook Summary.
📗
Excel workbook
Summary — window, counts, findings, config + your overrides
Top 10 Donors — fading rows red, volatile amber
Bottom 10 Donors — plus thin-data & new donors listed
All Donors — full audit trail, filter arrows on
Suggested Follow-ups — priority-highlighted, owners, drafts
Insights Drilldown — all 16 weekly datapoints behind every flag
🖨️
Printable summary
A clean PDF of the overview, donor tables and follow-ups — for the morning meeting or the board packet.
🗂️ One single source of truth — keep the whole team reading the same workbook
Save the downloaded workbook into your team's shared Drive/OneDrive folder each run (keep the filename pattern — it carries the anchor date). Paste your team folder link once and we'll remember it on this computer.