商業
成果範例
Data analysis: 9 months of bookings at a family-run guesthouse
Key numbers
| Metric | Value |
|---|---|
| Bookings (excl. cancelled) | 251 |
| Room nights sold | 689 |
| Revenue | $78,540 |
| Average rate per night | $114 |
| Cancellation rate | 11.6% (33 of 284) |
| Average stay | 2.7 nights |
Summary by channel
| Channel | Bookings | Share of revenue | Avg. rate | Commission | Net per night |
|---|---|---|---|---|---|
| Booking platforms | 142 | 54% | $109 | 15% | $93 |
| Direct (phone, email, website) | 87 | 38% | $126 | 0% | $126 |
| Local travel agent | 22 | 8% | $102 | 10% | $92 |
Direct guests pay more, stay longer (3.4 nights vs 2.3) and bring $33 more per night after commission than platform guests.
Trends and outliers
- July and August made 41% of revenue; occupancy reached 93%.
- March and April were weakest (occupancy 38%), but weekend nights still sold at 79%: the gap is midweek.
- Cancellations were 19% for platform bookings with free cancellation and 4% for direct bookings with a deposit.
- Outlier: 6 bookings in May at $45 per night. These are all one corporate group with a manual discount; they were kept in totals but flagged.
Findings
- Your most profitable guests are direct, returning guests, yet only 14% of platform guests were invited to book direct next time.
- Midweek in spring is the only real gap; weekends sell themselves.
- Free cancellation on platforms costs about 27 lost nights over 9 months.
Recommendations
- Add a "book direct" card at check-out with a 10% returning-guest rate: still $20 above platform net.
- Create a midweek spring offer (3 nights for the price of 2, Sun–Thu) for March–April.
- Switch platform listings to a non-refundable rate at 8% off alongside the flexible one.
- Track the booking channel for every guest from now on: 17 rows had no channel and were grouped as "direct".
All totals were cross-checked against the monthly sums in your sheet; the difference is $0.
Client: a 12-room guesthouse by a lake, run by two owners Data: 284 booking rows, January to September (date, room type, nights, channel, price paid, cancellation) Question asked: "Which channel and which months actually make us money, and where are we losing it?"
客戶與所有細節皆為虛構。
關於此服務
多數非營利組織手上有多年的捐款紀錄,卻很少知道有多少首次捐款者會再次捐款,或哪次募款活動真正籌到了錢。我們取得您從 CRM 或試算表匯出的捐款者資料,計算捐款者留存率、平均與定期捐款額、流失的捐款者,以及依活動與管道的收入。您會得到給董事會的清晰全貌,以及最值得優先聯繫的捐款者與族群名單。
包含內容
- 您會收到什麼一份報告,包含逐年的捐款者留存率、依活動與管道的收入、捐款額度分級、定期捐款者趨勢、流失捐款者族群,以及下次募款活動的建議。成果會顯示在訂單頁面,並提供 Word 文件下載,表格另提供 Excel 檔(僅含數值,不含公式或圖表)。
- 捐款者留存率首次與重複捐款者再次捐款的比例
- 活動成果每次募款活動的收入與捐款者數
- 捐款額度分級小額、中額與大額捐款
- 流失的捐款者誰在何時停止捐款
- 下次募款構想該向誰募款、怎麼做
服務流程
- 1需求說明您附上匿名化的捐款清單
- 2分析我們衡量留存率與各項活動
- 3報告您會收到可直接提交董事會的發現
需要您提供的資料
包含捐款者編號、日期、金額、活動或募款專案與管道的捐款匯出檔(不含姓名或地址)、涵蓋的年份,以及您想向董事會或下次活動提出的主要問題。
我們會詢問您:
- 您的捐款者資料存放在哪個 CRM 或工具?
- 您能匯出幾年的捐款紀錄?
- 您有按月或定期捐款的捐款者嗎?
- 接下來有什麼決策要做?
比較方案
付款保障
下單時付款,但只有在驗收成果後,款項才會撥付。
- 固定價格付款後,方案價格不會變動。
- 款項先行保留付款時,金額只會先保留,在您驗收後才會撥付給服務。
- 交付前檢查每份成果在交到您手上之前都會經過品質檢查,您也可以在驗收前於訂單頁面查看成果。
- 免費修改在需求說明範圍內,可依方案允許的次數提出修改。
- 3 天後自動驗收若您在交付後 3 天內未驗收也未提出修改,成果將自動驗收。若您在交付後於訂單聊天室留言,訂單會暫停自動驗收;我們回覆後,可能會重新起算 3 天,並會在聊天室中告知。
- 重新製作或全額退款若成果不符合您的需求說明且修改後仍未改善,或製作時間超過交付期限的兩倍,請在訂單聊天室留言:我們將重新製作,或全額退還款項。
常見問題
為什麼捐款者留存率這麼重要?
留住一位捐款者的成本通常遠低於找一位新的,許多機構會在一年內流失大部分首次捐款者。報告會呈現您自己的比率。
你們也能分析補助款嗎?
可以,只要匯出檔中有。我們會把補助款與大額一次性捐款分開處理,避免掩蓋個人捐款的趨勢。
我們該如何保護捐款者的隱私?
請提供捐款者編號,而不是姓名、電子郵件和地址。我們只需要編號、日期、金額和活動標籤。
沒有找到您要的答案?


