Hands Foundation · Donor & Conversation Intelligence
LIVE
Drop a Laporan-Transaction-*.xlsx anywhere on this page — new transactions merge automatically (deduped by No Transaksi). Only VERIFIED transactions with valid Indonesian phone numbers are counted.
🔍 Global filter:
📊DashboardDonor analytics & segments
At a glance
Headline numbers
Monthly trends
Donor growth by month
Net Growth = New − Churned · Churned = donated last month but not this month
Campaigns
Campaign breakdown
Ranked by total IDR
Payments
Payment methods
Channels
Fundraiser breakdown
Retention
Cohort retention matrix
% of each first-donation cohort donating again in each later month
Each row is a cohort (donors whose first donation fell in that month). The diagonal is 100% by definition. Darker green = stronger retention.
Segmentation
RFM donor segments
R·F·M tercile scoring 1–3 — click a card to filter the donor list
Layer 1 · Activity
Donation Heatmap ▼ show
Layer 1 · Activity
When donations arrive — day × hour
Load donation_heatmap.csv from HFI_CRM_Integrated.ipynb
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Drop donation_heatmap.csv here — or click to browse
Generated by HFI_CRM_Integrated.ipynb · output/donation_heatmap.csv
Logic mirrors Donor_Growth_v2.xlsx: counted = VERIFIED + valid Indonesian phone (628…, 11–14 digits). Donors keyed by normalized phone. Cumulative donors include the legacy database (pre-HandsWeb phone list) minus overlaps. First tracked month (2025-11) is partial — data starts 24 Nov; the most recent month is partial until a full-month export is merged.
Conversations
Recent Conversations ▼ show
💰TransactionsAll verified donations — accurate financial reporting
Financial overview
Verified revenue at a glance
Load hfi_crm_data.json to populate
By month
Monthly revenue trend
All VERIFIED · no phone filter
By month · detailed
Monthly metrics explorer
Pick a metric · hover any month for full detail
By day
Daily revenue trend
Date-filter to one month to see that month's daily ups & downs
Donor behaviour
Donation size mix
Timing
Revenue by day of week
Channel mix
Payment methods
Top performers
Campaigns by revenue
Breakdown
By campaign
Breakdown
By payment method
▶ click a row to see banks
Row level
All transactions
All VERIFIED · honors date + campaign filter
★ All VERIFIED transactions regardless of phone validity. Phone filter only applies to the CRM donor count (needs valid Indonesian mobile to be contactable). Use these numbers for financial reporting.
🎯Lead FinderBuild & export target lists
CRM optimization
Find leads matching your criteria
Build a target list → export CSV with WhatsApp links
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Leads matched
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Lifetime value in list
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Avg lead score
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Lead score (0–100) = 40% recency + 30% frequency + 30% lifetime value, percentile-ranked across all donors — higher means more likely to give again. Exported CSV includes a ready-to-use wa.me WhatsApp link per donor. Affinity = the campaign this donor has given to most.
👤Donor 360Enriched donor profiles
Layer 5 · Integrated
Donor 360 — unified profiles
Load donor_profiles_enriched.csv from HFI_CRM_Integrated.ipynb to activate
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Drop donor_profiles_enriched.csv here — or click to browse
Generated by HFI_CRM_Integrated.ipynb · output/donor_profiles_enriched.csv
Action tag distribution
💬ConversationsTicket analysis & admin performance
Conversation Intelligence
Chat Analytics — Sociomile data
Load hfi_crm_data.json — conversations included automatically
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Loaded via bundle JSON — or drop scored_for_dashboard.csv here
or click to browse CSV directly
Conversation Settings
Admin Alias Mapper
Map duplicate admin names to one canonical name. Changes apply to all conversation charts.
Scoring Formula Weights
Weights must sum to 100%. Adjusting one redistributes the remainder proportionally.
Grade:
Sent:
Overview
Conversation KPIs
Activity
When customers contact us
Sentiment
Message tone
Topics
Admin Performance
Grade Distribution
Time to Close by Topic
⚡ Silver Lining — CRM Intelligence
Donors with Conversation History
Linking donation value with conversation quality — your at-risk donors
Scatter
Response time vs. Performance score
Conversation Threads
RFM Segment Thresholds
Adjust cutoffs. Changes apply in-browser only — saved to localStorage.