The Shelter Project increased recurring donors by 62% in one dashboard.

Executive Director Maria Santos stopped juggling three grant spreadsheets and started running Monday standups from a single screen. Here's exactly what changed.

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THE SHELTER PROJECT
SP
Shelter Project
Chicago, IL
Q4 2025 — OVERVIEW
Impact Dashboard
Oct — Dec 2025
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Recurring Donors
+62%
↑ vs last year
Volunteer Hours
4,218
↑ this quarter
Impact Score
94
● program index
Grant Coverage
$1.2M
↑ active grants
Donor Retention — 4 Quarters
51%
Q1
62%
Q2
74%
Q3
83%
Q4
Program Impact
94
↑ 12 pts from Q3
Volunteer Coverage — 12 Counties
4,218 hrs logged
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Maria was running a $2.3M nonprofit from a spreadsheet named "Donors_FINAL_v3"

Three grant reports due simultaneously. Volunteer data in one tab, donor history in another, program outcomes in a third. Every Monday standup started with "let me find the right version."

6+ hours per week manually reconciling donor data across tabs
3 grant reports each pulling from different, conflicting spreadsheets
$47K unreported in volunteer hours — invisible to the board
0 real-time visibility into which programs were actually working
Donors_FINAL_v3
Volunteers_Oct_COPY
Program_Outcomes
Board_Report_DRAFT
+
#
Name
Type
Amount
Status
Last Gift
Recur?
Notes
1
Johnson, M.
Annual
$250
Active
2022-03-14
?
Email sent 4/2
2
Chen, L.
Monthly
$50
LAPSED
2023-11-01
NO
Called VM
3
Williams, T.
One-time
$500
Active
2024-01-22
?
See tab 3
4
Okafor, A.
Monthly
$75
Active
2023-08-15
YES
Board contact
5
Patel, S.
Annual
$1,000
PENDING
2024-02-28
?
Major gift??
6
Rodriguez, C.
Monthly
$30
Active
2023-05-10
YES
7
Thompson, K.
Annual
$200
LAPSED
2022-12-01
NO
Address wrong
8
Kim, J.
Monthly
$100
Active
2024-01-05
?
Check with Dev
3 cells with conflicting data — last saved 4 days ago

Actual donor tracking file before Impact — names changed

From spreadsheet chaos to live dashboard in one afternoon.

The Shelter Project migrated 4 years of donor data, 3 grant cycles, and 12,000 volunteer hours. Setup took 3 hours. Maria ran her first standup from Impact that same Monday.

impact — data migration
Awaiting import...
INPUT — Donors_FINAL_v3.xlsx
Johnson, M.
$250
2022-03-14
?
Chen, L.
$50
LAPSED
NO
Williams, T.
$500
see tab 3
??
Okafor, A.
$75
2023-08-15
YES
Patel, S.
$1,000
PENDING
???
OUTPUT — Impact Dashboard
Active Donors
247
+18 this month
Lapsed (at-risk)
31
↓ 12 from Q3
Avg Gift Size
$183
↑ $22 YoY
Retention Rate
83%
↑ 62% total
Ready to import0%
Day 1
01

Connect your data

Import CSVs, sync your CRM, or paste from Google Sheets. Impact reads the mess so you don't have to.

Minutes
02

Auto-classify & clean

Impact identifies duplicate donors, reconciles dates, and flags the 12 rows Maria had marked "???".

Same day
03

Dashboard goes live

Every metric you track for grants, boards, and standups — visible in one screen, updated in real time.

Nine months later. Four metrics that changed everything.

Not projections. Not benchmarks. The Shelter Project's actual numbers, pulled directly from their Impact dashboard on December 31, 2025.

+0%
Recurring Donors

From 89 to 144 sustaining donors in 9 months. Impact identified 31 lapsed donors for re-engagement — 18 came back.

$0K
Volunteer Hours Monetized

In-kind labor finally visible to funders. 4,218 hours across 12 counties, now automatically converted to grant-reportable value.

0
Program Impact Score

Composite index across 6 outcome metrics. Went from "we think it's working" to a 94/100 defensible score for grant renewals.

0hrs
Monday Standup Cut

From 45-minute data-gathering sessions to 12-minute action-focused standups. Every number ready before the first coffee.

Climbing every quarter since Impact launch

0%
Q1 '25
0%
Q2 '25
0%
Q3 '25
0%
Q4 '25

"I used to dread the board's retention question. Now I open Impact and the answer is right there."

MS
Maria Santos
Executive Director, The Shelter Project
"
Before Impact, our board asked why retention was declining and I had to say "I'll get back to you." Now I open my laptop, share my screen, and the answer is already there — with a chart showing exactly when it turned around and why.
MS
Maria Santos
Executive Director — The Shelter Project, Chicago IL
MS
62% more recurring donors

"Impact turned three grant reports into one conversation. Our board finally trusts the numbers because they can see exactly where they come from."

Maria Santos
Executive Director — The Shelter Project
Chicago, IL
DO
3x faster grant reporting

"Development used to mean guessing which donors were close to lapsing. Now Impact tells me every Monday morning, sorted by giving history and engagement."

David Okafor
Director of Development — Midwest Youth Alliance
Detroit, MI
PK
$31K in recaptured grants

"I built a color-coded spreadsheet I was genuinely proud of. Impact made it obsolete in a week. I am not even angry about it."

Priya Krishnamurthy
Program Manager — Green Futures Initiative
Portland, OR

Midwest Youth Alliance

Detroit, MI

"Cut grant reporting from 3 days to 4 hours."

Read the full case study
3 days → 4hrs
Grant report time
$31K
Recaptured funding
89%
Board satisfaction

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