TW 季度募款報表 — 多期間版(BigQuery)

資料來源:GA4(TW property 251984551,僅 Petition Page Views)+ BigQuery gpea-data.report_table(其餘全部)
產生時間:2026-05-27 | 市場:Taiwan | 第一分頁(2026 Q1+4月)含與原始 CRM/SOQL 報表的對照(原本+Δ);第二、三分頁為 BigQuery/GA4 趨勢,不並列 CRM。
Leads/Call Case/Eligible 每格顯示兩種付費分類:bucket by UTMMedium=我們自訂分法(套在 utm_medium)(主數字)、bucket by CivisLeadType=BigQuery/Civis 原生分類(僅 Paid/Organic、無 Offline)。詳見第一個分頁的註解。
來源色標: GA4 BigQuery · conversion_funnel BigQuery · web_performance BigQuery · Donor Type=New
本分頁含和原始報表(CRM/SOQL)的對照:每格顯示 BigQuery/GA4 新值原本=CRM 舊值/Δ。Δ 顏色:🟢 |Δ|≤5%/≤1pp 🟡 5–20%/1–5pp 🔴 ≥20%/>5pp · Δ=「bucket by UTMMedium 版 vs 原本」。Petition Page Views 兩版同為 GA4,故 Δ=0。

2026 Q1(1/1 – 3/31)

Petition Page ViewsLeads
bucket by UTMMedium / bucket by CivisLeadType
Call Case
bucket by UTMMedium / bucket by CivisLeadType
Eligible
bucket by UTMMedium / bucket by CivisLeadType
CPLDaisy Chain RGDaisy Chain SGTTL Giving CVRAC SpendNew RGNew SGCPRG
Spend=Spend÷Leads(Paid)=ACSpend÷NewRG(Paid)
Paid
126,918
原本 126,918
Δ 0 同 GA4
bucket by UTMMedium 4,294
bucket by CivisLeadType 3,827
原本 4,760
Δ -9.8%
bucket by UTMMedium 3,291
bucket by CivisLeadType 2,938
原本 3,683
Δ -10.6%
bucket by UTMMedium 76.6%
bucket by CivisLeadType 76.8%
原本 77.4%
Δ -0.8pp
47
原本 46
Δ +2.2%
61
原本 61
Δ +0.0%
14.4%
原本 12.7%
Δ +1.7pp
234
原本 226
Δ +3.5%
366
原本 361
Δ +1.4%
Other
6,398
原本 6,398
Δ 0 同 GA4
bucket by UTMMedium 1,022
bucket by CivisLeadType 3,826 Organic*
原本 1,137
Δ -10.1%
bucket by UTMMedium 662
bucket by CivisLeadType 3,007 Organic*
原本 751
Δ -11.9%
bucket by UTMMedium 64.8%
bucket by CivisLeadType 78.6% Organic*
原本 66.1%
Δ -1.3pp
5
原本 10
Δ -50.0%
9
原本 9
Δ +0.0%
21.7%
原本 19.6%
Δ +2.1pp
91
原本 82
Δ +11.0%
126
原本 134
Δ -6.0%
Offline (額外)
5,053
原本 5,053
Δ 0 同 GA4
bucket by UTMMedium 2,337
bucket by CivisLeadType — 無此分類
原本 2,595
Δ -9.9%
bucket by UTMMedium 1,992
bucket by CivisLeadType —
原本 2,096
Δ -5.0%
bucket by UTMMedium 85.2%
bucket by CivisLeadType —
原本 80.8%
Δ +4.4pp
1
原本 0
Δ —
1
原本 1
Δ +0.0%
0.1%
原本 0.0%
Δ +0.1pp
1
原本 0
Δ —
1
原本 1
Δ +0.0%
Total (P+O)
133,316
原本 133,316
Δ 0 同 GA4
bucket by UTMMedium 5,316
bucket by CivisLeadType 7,653 P+Org
原本 5,897
Δ -9.9%
bucket by UTMMedium 3,953
bucket by CivisLeadType 5,945 P+Org
原本 4,434
Δ -10.8%
bucket by UTMMedium 74.4%
bucket by CivisLeadType 77.7% P+Org
原本 75.2%
Δ -0.8pp
52
原本 56
Δ -7.1%
70
原本 70
Δ +0.0%
15.8%
原本 14.0%
Δ +1.8pp
325
原本 308
Δ +5.5%
492
原本 495
Δ -0.6%
* bucket by CivisLeadType 只有 Paid / Organic、無 Offline,Organic = 所有非付費(含 bucket by UTMMedium 的 Other + Offline),不可與 bucket by UTMMedium 的 Other 逐列對等。

2026 四月(4/1 – 4/30)

Petition Page ViewsLeads
bucket by UTMMedium / bucket by CivisLeadType
Call Case
bucket by UTMMedium / bucket by CivisLeadType
Eligible
bucket by UTMMedium / bucket by CivisLeadType
CPLDaisy Chain RGDaisy Chain SGTTL Giving CVRAC SpendNew RGNew SGCPRG
Spend=Spend÷Leads(Paid)=ACSpend÷NewRG(Paid)
Paid
69,392
原本 69,392
Δ 0 同 GA4
bucket by UTMMedium 1,496
bucket by CivisLeadType 1,800
原本 1,683
Δ -11.1%
bucket by UTMMedium 1,198
bucket by CivisLeadType 1,414
原本 1,395
Δ -14.1%
bucket by UTMMedium 80.1%
bucket by CivisLeadType 78.6%
原本 82.9%
Δ -2.8pp
10
原本 10
Δ +0.0%
12
原本 12
Δ +0.0%
11.6%
原本 10.2%
Δ +1.4pp
63
原本 62
Δ +1.6%
105
原本 105
Δ +0.0%
Other
8,906
原本 8,906
Δ 0 同 GA4
bucket by UTMMedium 842
bucket by CivisLeadType 1,074 Organic*
原本 940
Δ -10.4%
bucket by UTMMedium 540
bucket by CivisLeadType 792 Organic*
原本 669
Δ -19.3%
bucket by UTMMedium 64.1%
bucket by CivisLeadType 73.7% Organic*
原本 71.2%
Δ -7.1pp
7
原本 7
Δ +0.0%
8
原本 8
Δ +0.0%
10.3%
原本 13.2%
Δ -2.9pp
35
原本 59
Δ -40.7%
49
原本 62
Δ -21.0%
Offline (額外)
1,253
原本 1,253
Δ 0 同 GA4
bucket by UTMMedium 536
bucket by CivisLeadType — 無此分類
原本 596
Δ -10.1%
bucket by UTMMedium 468
bucket by CivisLeadType —
原本 523
Δ -10.5%
bucket by UTMMedium 87.3%
bucket by CivisLeadType —
原本 87.8%
Δ -0.5pp
0
原本 0
Δ —
0
原本 0
Δ —
0.4%
原本 0.2%
Δ +0.2pp
0
原本 0
Δ —
2
原本 1
Δ +100.0%
Total (P+O)
78,298
原本 78,298
Δ 0 同 GA4
bucket by UTMMedium 2,338
bucket by CivisLeadType 2,874 P+Org
原本 2,623
Δ -10.9%
bucket by UTMMedium 1,738
bucket by CivisLeadType 2,206 P+Org
原本 2,064
Δ -15.8%
bucket by UTMMedium 74.3%
bucket by CivisLeadType 76.8% P+Org
原本 78.7%
Δ -4.4pp
17
原本 17
Δ +0.0%
20
原本 20
Δ +0.0%
11.1%
原本 11.3%
Δ -0.2pp
98
原本 121
Δ -19.0%
154
原本 167
Δ -7.8%
* bucket by CivisLeadType 只有 Paid / Organic、無 Offline,Organic = 所有非付費(含 bucket by UTMMedium 的 Other + Offline),不可與 bucket by UTMMedium 的 Other 逐列對等。
① 為什麼 Leads/Call Case/Eligible 要並列兩種分類?
bucket by UTMMedium(主數字)=我們自訂規則(套在 utm_medium 上,socialpaid/pmax/adwords… 視為 Paid)。bucket by CivisLeadType=BigQuery/Civis 原生 lead_type 欄位,但它只把 FB/IG 社群付費算 Paid,漏掉所有 Google 付費(PMax/AdWords),且沒有 Offline。對照最明顯處:2026 Q1 Leads·Paid 我們 bucket by UTMMedium 4,294 vs bucket by CivisLeadType 3,827(少的 ~467 就是被 CivisLeadType 誤判成 Organic 的 Google 付費)。並列是為了拿這個差異去推動內部 tagging 統一(已開 Asana 票 UPX-19)。

每個數字的算法(含資料來源)

來源徽章:GA4 Google Analytics 4 BigQuery 倉儲 gpea-data.report_table 衍生 由上述數字計算 手動 人工填入。表格每格一律來自 GA4 或 BigQuery
GA4Petition Page Views = GA4(TW property 251984551)中 pagePathpetitionsessions,依 sessionMedium 套 bucketUtm 分桶;排除 test-/nd-test/preview- 測試頁。GA4 sessions 為估算值,季=該季三個月相加(與同報表的逐月可對得起來)。
BigQueryLeadsconversion_funnel)= COUNT(DISTINCT cm_id)market='Taiwan' AND comparison='Actual' AND pet_signup_date ∈ 期間bucket by UTMMediumbucketUtm(utm_medium) 分 Paid/Other/Offline;bucket by CivisLeadType用原生 lead_type 分 Paid/Organic。
BigQueryCall Caseconversion_funnel)= 同 Leads 但 casenumber IS NOT NULL(已指派電訪個案的 lead);同樣 bucket by UTMMedium/bucket by CivisLeadType 兩版本。
衍生Eligible = Call Case ÷ Leads(同分類、同桶)。
BigQueryDaisy Chain RG / SGweb_performance)= COUNT(*)theme LIKE '%petition%' OR '%thankyou%' AND signup_date ∈ 期間type Regular→RG / Oneoff→SG;依 bucketUtm(utm_medium)(捐款本身的 UTM)。
衍生TTL Giving CVR = unique(是 Daisy Chain ∪ 是 New) ÷ Leads(每桶各算、聯集去重);分子來自 web_performance、分母來自 conversion_funnel(bucket by UTMMedium)。
BigQueryNew RG / New SGweb_performance,Donor Type=New)= COUNT(*)type=Regular|Oneoff AND past_donation_type 為空(終身首捐)AND signup_date ∈ 期間;依 bucketUtm(utm_medium)。終身首捐=曾捐過者(含一年以上回流)不計入。
bucketUtm 分桶規則(套 utm_medium,GA4 與 BigQuery 共用):'offline'→Offline;含 wv+engager→Other;開頭 socialpaid/pmax/adwords∈(ppc,cpc,paid_social,paid)→Paid;空值或其他 →Other
手動衍生CPL = Spend ÷ Leads(Paid)CPRG = AC Spend ÷ New RG(Paid)。Spend/AC Spend 由人工填入(廣告花費 TWD)。

來源與定義註解

Leads / Call Case / Eligible(conversion_funnel):比直查 CRM 約少 10%。已排除 9 項常見原因,差距均勻分布,研判源自 BigQuery ETL 建表邏輯,實際原因待 Report 團隊確認。各期間方向一致。
Daisy Chain(web_performance):Paid/Other/Offline 採我們自訂 UTM 分類,套在捐款本身的 UTM 上(web_performance 無原生付費欄位)。定捐(RG)UTM 以捐款記錄為準,故與直查 CRM 在少數 RG 個案可能差幾筆。
⚠️ New RG / New SG 定義:本版採「終身首捐」(不含回流),與舊 CRM「12 個月未捐(含回流)」不同 → New 較舊版低,差額為回流捐款者,非衰退。對外溝通請一併說明。
資料驗證(2026-05-27):所有 BigQuery 原始計數逐月查自 conversion_funnel / web_performance;2026 Q1 與舊報表(4,294/3,291/234/366/47/61 等)逐項相符;季度=逐月精確相加;衍生欄位(Eligible、TTL Giving CVR、Total)程式重算。完整定義見 docs/reporting/tw-quarterly-report-data-sources.md
📋 查詢 SQL(點擊展開)— 產生上述數字的實際 BigQuery 查詢

① Leads / Call Case(conversion_funnel,逐月 × UTM + lead_type)

-- ① Leads / Call Case(conversion_funnel)— 逐月 × UTM 分桶 + lead_type 兩版本
WITH base AS (
  SELECT
    FORMAT_DATE('%Y-%m', SAFE.PARSE_DATE('%Y-%m-%d', pet_signup_date)) AS ym,
    cm_id, (casenumber IS NOT NULL) AS has_case, lead_type AS lt,
    CASE
      WHEN LOWER(utm_medium) IS NULL OR LOWER(utm_medium)='' THEN 'Other'
      WHEN LOWER(utm_medium)='offline' THEN 'Offline'
      WHEN LOWER(utm_medium) LIKE '%wv+engager%' THEN 'Other'
      WHEN LOWER(utm_medium) LIKE 'socialpaid%' OR LOWER(utm_medium) LIKE 'pmax%'
        OR LOWER(utm_medium) LIKE 'adwords%'
        OR LOWER(utm_medium) IN ('ppc','cpc','paid_social','paid') THEN 'Paid'
      ELSE 'Other' END AS bucket
  FROM `gpea-data.report_table.conversion_funnel`
  WHERE market='Taiwan' AND comparison='Actual'
    AND SAFE.PARSE_DATE('%Y-%m-%d', pet_signup_date) >= '2025-01-01'
    AND SAFE.PARSE_DATE('%Y-%m-%d', pet_signup_date) <  '2026-06-01'
)
SELECT ym,
  COUNT(DISTINCT IF(bucket='Paid',    cm_id, NULL)) AS leads_utm_paid,
  COUNT(DISTINCT IF(bucket='Other',   cm_id, NULL)) AS leads_utm_other,
  COUNT(DISTINCT IF(bucket='Offline', cm_id, NULL)) AS leads_utm_offline,
  COUNT(DISTINCT IF(lt='Paid',        cm_id, NULL)) AS leads_lt_paid,
  COUNT(DISTINCT IF(lt='Organic',     cm_id, NULL)) AS leads_lt_organic,
  COUNT(DISTINCT IF(has_case AND bucket='Paid',    cm_id, NULL)) AS case_utm_paid,
  COUNT(DISTINCT IF(has_case AND bucket='Other',   cm_id, NULL)) AS case_utm_other,
  COUNT(DISTINCT IF(has_case AND bucket='Offline', cm_id, NULL)) AS case_utm_offline,
  COUNT(DISTINCT IF(has_case AND lt='Paid',        cm_id, NULL)) AS case_lt_paid,
  COUNT(DISTINCT IF(has_case AND lt='Organic',     cm_id, NULL)) AS case_lt_organic
FROM base GROUP BY ym ORDER BY ym;
-- 季度 = 該季三個月相加(每筆 CampaignMember 只有一個 pet_signup_date,故相加即精確去重)。

② Daisy Chain + New RG/SG + TTL CVR 聯集(web_performance,逐月)

-- ② Daisy Chain RG/SG + New RG/SG + TTL CVR 聯集(web_performance)— 逐月
WITH base AS (
  SELECT
    FORMAT_DATE('%Y-%m', SAFE.PARSE_DATE('%Y-%m-%d', signup_date)) AS ym, type,
    (theme LIKE '%petition%' OR theme LIKE '%thankyou%') AS is_dc,
    (past_donation_type IS NULL OR past_donation_type='') AS is_new,   -- Donor Type=New(終身首捐)
    CASE
      WHEN LOWER(utm_medium) IS NULL OR LOWER(utm_medium)='' THEN 'Other'
      WHEN LOWER(utm_medium)='offline' THEN 'Offline'
      WHEN LOWER(utm_medium) LIKE '%wv+engager%' THEN 'Other'
      WHEN LOWER(utm_medium) LIKE 'socialpaid%' OR LOWER(utm_medium) LIKE 'pmax%'
        OR LOWER(utm_medium) LIKE 'adwords%'
        OR LOWER(utm_medium) IN ('ppc','cpc','paid_social','paid') THEN 'Paid'
      ELSE 'Other' END AS bucket
  FROM `gpea-data.report_table.web_performance`
  WHERE market='Taiwan'
    AND SAFE.PARSE_DATE('%Y-%m-%d', signup_date) >= '2025-01-01'
    AND SAFE.PARSE_DATE('%Y-%m-%d', signup_date) <  '2026-06-01'
)
SELECT ym, bucket,
  COUNTIF(is_dc  AND type='Regular') AS dc_rg,
  COUNTIF(is_dc  AND type='Oneoff')  AS dc_sg,
  COUNTIF(is_new AND type='Regular') AS new_rg,
  COUNTIF(is_new AND type='Oneoff')  AS new_sg,
  COUNTIF(is_dc OR is_new)           AS union_dc_new   -- TTL Giving CVR 分子
FROM base GROUP BY ym, bucket ORDER BY ym, bucket;
-- TTL Giving CVR = union_dc_new ÷ Leads(同桶,查詢①的 bucket by UTMMedium);Eligible = Call Case ÷ Leads(同桶)。

③ Petition Page Views(GA4,非 SQL)

透過 GA4 Data API(analytics-mcp)查詢:property 251984551;維度 yearMonth + sessionMedium、指標 sessions;篩 pagePathpetition、排除 test-/nd-test/preview-;再用相同 bucketUtm 規則把 sessionMedium 分成 Paid / Other / Offline。季=該季三個月 sessions 相加。

長條為 堆疊 Paid/Other/Offline(bucket by UTMMedium 版);同一張圖內若有兩個指標(如 Leads 與 Call Case)以並排堆疊呈現。折線為比率(Eligible/TTL Giving CVR,右軸)。CivisLeadType 明細見下方表格。

2025 Q1(1/1 – 3/31)

Petition Page ViewsLeads
bucket by UTMMedium / bucket by CivisLeadType
Call Case
bucket by UTMMedium / bucket by CivisLeadType
Eligible
bucket by UTMMedium / bucket by CivisLeadType
CPLDaisy Chain RGDaisy Chain SGTTL Giving CVRAC SpendNew RGNew SGCPRG
Spend=Spend÷Leads(Paid)=ACSpend÷NewRG(Paid)
Paid
59,470
bucket by UTMMedium 5,955
bucket by CivisLeadType 4,418
bucket by UTMMedium 3,093
bucket by CivisLeadType 2,341
bucket by UTMMedium 51.9%
bucket by CivisLeadType 53.0%
39
102
11.1%
216
417
Other
41,086
bucket by UTMMedium 3,988
bucket by CivisLeadType 9,937 Organic*
bucket by UTMMedium 1,854
bucket by CivisLeadType 4,920 Organic*
bucket by UTMMedium 46.5%
bucket by CivisLeadType 49.5% Organic*
9
27
16.7%
254
408
Offline (額外)
8,431
bucket by UTMMedium 4,412
bucket by CivisLeadType — 無此分類
bucket by UTMMedium 2,314
bucket by CivisLeadType —
bucket by UTMMedium 52.4%
bucket by CivisLeadType —
0
0
0.0%
0
0
Total (P+O)
100,556
bucket by UTMMedium 9,943
bucket by CivisLeadType 14,355 P+Org
bucket by UTMMedium 4,947
bucket by CivisLeadType 7,261 P+Org
bucket by UTMMedium 49.8%
bucket by CivisLeadType 50.6% P+Org
48
129
13.3%
470
825

2025 Q2(4/1 – 6/30)

Petition Page ViewsLeads
bucket by UTMMedium / bucket by CivisLeadType
Call Case
bucket by UTMMedium / bucket by CivisLeadType
Eligible
bucket by UTMMedium / bucket by CivisLeadType
CPLDaisy Chain RGDaisy Chain SGTTL Giving CVRAC SpendNew RGNew SGCPRG
Spend=Spend÷Leads(Paid)=ACSpend÷NewRG(Paid)
Paid
75,187
bucket by UTMMedium 5,568
bucket by CivisLeadType 4,362
bucket by UTMMedium 3,233
bucket by CivisLeadType 2,657
bucket by UTMMedium 58.1%
bucket by CivisLeadType 60.9%
32
98
7.1%
125
253
Other
33,549
bucket by UTMMedium 15,802
bucket by CivisLeadType 19,532 Organic*
bucket by UTMMedium 8,192
bucket by CivisLeadType 10,388 Organic*
bucket by UTMMedium 51.8%
bucket by CivisLeadType 53.2% Organic*
14
47
2.6%
137
262
Offline (額外)
5,215
bucket by UTMMedium 2,524
bucket by CivisLeadType — 無此分類
bucket by UTMMedium 1,620
bucket by CivisLeadType —
bucket by UTMMedium 64.2%
bucket by CivisLeadType —
0
0
0.0%
0
0
Total (P+O)
108,736
bucket by UTMMedium 21,370
bucket by CivisLeadType 23,894 P+Org
bucket by UTMMedium 11,425
bucket by CivisLeadType 13,045 P+Org
bucket by UTMMedium 53.5%
bucket by CivisLeadType 54.6% P+Org
46
145
3.8%
262
515

2025 Q3(7/1 – 9/30)

Petition Page ViewsLeads
bucket by UTMMedium / bucket by CivisLeadType
Call Case
bucket by UTMMedium / bucket by CivisLeadType
Eligible
bucket by UTMMedium / bucket by CivisLeadType
CPLDaisy Chain RGDaisy Chain SGTTL Giving CVRAC SpendNew RGNew SGCPRG
Spend=Spend÷Leads(Paid)=ACSpend÷NewRG(Paid)
Paid
66,644
bucket by UTMMedium 4,240
bucket by CivisLeadType 3,865
bucket by UTMMedium 2,428
bucket by CivisLeadType 2,273
bucket by UTMMedium 57.3%
bucket by CivisLeadType 58.8%
24
80
8.9%
142
218
Other
42,570
bucket by UTMMedium 1,787
bucket by CivisLeadType 4,189 Organic*
bucket by UTMMedium 943
bucket by CivisLeadType 2,405 Organic*
bucket by UTMMedium 52.8%
bucket by CivisLeadType 57.4% Organic*
7
24
12.8%
77
141
Offline (額外)
4,303
bucket by UTMMedium 2,027
bucket by CivisLeadType — 無此分類
bucket by UTMMedium 1,307
bucket by CivisLeadType —
bucket by UTMMedium 64.5%
bucket by CivisLeadType —
0
0
0.0%
0
0
Total (P+O)
109,214
bucket by UTMMedium 6,027
bucket by CivisLeadType 8,054 P+Org
bucket by UTMMedium 3,371
bucket by CivisLeadType 4,678 P+Org
bucket by UTMMedium 55.9%
bucket by CivisLeadType 58.1% P+Org
31
104
10.1%
219
359

2025 Q4(10/1 – 12/31)

Petition Page ViewsLeads
bucket by UTMMedium / bucket by CivisLeadType
Call Case
bucket by UTMMedium / bucket by CivisLeadType
Eligible
bucket by UTMMedium / bucket by CivisLeadType
CPLDaisy Chain RGDaisy Chain SGTTL Giving CVRAC SpendNew RGNew SGCPRG
Spend=Spend÷Leads(Paid)=ACSpend÷NewRG(Paid)
Paid
89,887
bucket by UTMMedium 4,196
bucket by CivisLeadType 4,001
bucket by UTMMedium 3,155
bucket by CivisLeadType 2,976
bucket by UTMMedium 75.2%
bucket by CivisLeadType 74.4%
32
68
10.2%
143
274
Other
5,689
bucket by UTMMedium 1,438
bucket by CivisLeadType 3,547 Organic*
bucket by UTMMedium 794
bucket by CivisLeadType 2,603 Organic*
bucket by UTMMedium 55.2%
bucket by CivisLeadType 73.4% Organic*
8
11
19.2%
100
169
Offline (額外)
4,596
bucket by UTMMedium 1,914
bucket by CivisLeadType — 無此分類
bucket by UTMMedium 1,630
bucket by CivisLeadType —
bucket by UTMMedium 85.2%
bucket by CivisLeadType —
0
0
0.0%
0
0
Total (P+O)
95,576
bucket by UTMMedium 5,634
bucket by CivisLeadType 7,548 P+Org
bucket by UTMMedium 3,949
bucket by CivisLeadType 5,579 P+Org
bucket by UTMMedium 70.1%
bucket by CivisLeadType 73.9% P+Org
40
79
12.5%
243
443

2026 Q1(1/1 – 3/31)

Petition Page ViewsLeads
bucket by UTMMedium / bucket by CivisLeadType
Call Case
bucket by UTMMedium / bucket by CivisLeadType
Eligible
bucket by UTMMedium / bucket by CivisLeadType
CPLDaisy Chain RGDaisy Chain SGTTL Giving CVRAC SpendNew RGNew SGCPRG
Spend=Spend÷Leads(Paid)=ACSpend÷NewRG(Paid)
Paid
126,918
bucket by UTMMedium 4,294
bucket by CivisLeadType 3,827
bucket by UTMMedium 3,291
bucket by CivisLeadType 2,938
bucket by UTMMedium 76.6%
bucket by CivisLeadType 76.8%
47
61
14.4%
234
366
Other
6,398
bucket by UTMMedium 1,022
bucket by CivisLeadType 3,826 Organic*
bucket by UTMMedium 662
bucket by CivisLeadType 3,007 Organic*
bucket by UTMMedium 64.8%
bucket by CivisLeadType 78.6% Organic*
5
9
21.7%
91
126
Offline (額外)
5,053
bucket by UTMMedium 2,337
bucket by CivisLeadType — 無此分類
bucket by UTMMedium 1,992
bucket by CivisLeadType —
bucket by UTMMedium 85.2%
bucket by CivisLeadType —
1
1
0.1%
1
1
Total (P+O)
133,316
bucket by UTMMedium 5,316
bucket by CivisLeadType 7,653 P+Org
bucket by UTMMedium 3,953
bucket by CivisLeadType 5,945 P+Org
bucket by UTMMedium 74.4%
bucket by CivisLeadType 77.7% P+Org
52
70
15.8%
325
492
長條為 堆疊 Paid/Other/Offline(bucket by UTMMedium 版);同一張圖內若有兩個指標(如 Leads 與 Call Case)以並排堆疊呈現。折線為比率(Eligible/TTL Giving CVR,右軸)。CivisLeadType 明細見下方表格。

2026 一月(1/1 – 1/31)

Petition Page ViewsLeads
bucket by UTMMedium / bucket by CivisLeadType
Call Case
bucket by UTMMedium / bucket by CivisLeadType
Eligible
bucket by UTMMedium / bucket by CivisLeadType
CPLDaisy Chain RGDaisy Chain SGTTL Giving CVRAC SpendNew RGNew SGCPRG
Spend=Spend÷Leads(Paid)=ACSpend÷NewRG(Paid)
Paid
37,330
bucket by UTMMedium 1,632
bucket by CivisLeadType 1,522
bucket by UTMMedium 1,183
bucket by CivisLeadType 1,101
bucket by UTMMedium 72.5%
bucket by CivisLeadType 72.3%
20
31
12.3%
70
125
Other
2,613
bucket by UTMMedium 578
bucket by CivisLeadType 1,546 Organic*
bucket by UTMMedium 375
bucket by CivisLeadType 1,191 Organic*
bucket by UTMMedium 64.9%
bucket by CivisLeadType 77.0% Organic*
4
4
16.6%
47
46
Offline (額外)
1,841
bucket by UTMMedium 858
bucket by CivisLeadType — 無此分類
bucket by UTMMedium 734
bucket by CivisLeadType —
bucket by UTMMedium 85.5%
bucket by CivisLeadType —
1
1
0.2%
1
1
Total (P+O)
39,943
bucket by UTMMedium 2,210
bucket by CivisLeadType 3,068 P+Org
bucket by UTMMedium 1,558
bucket by CivisLeadType 2,292 P+Org
bucket by UTMMedium 70.5%
bucket by CivisLeadType 74.7% P+Org
24
35
13.4%
117
171

2026 二月(2/1 – 2/28)

Petition Page ViewsLeads
bucket by UTMMedium / bucket by CivisLeadType
Call Case
bucket by UTMMedium / bucket by CivisLeadType
Eligible
bucket by UTMMedium / bucket by CivisLeadType
CPLDaisy Chain RGDaisy Chain SGTTL Giving CVRAC SpendNew RGNew SGCPRG
Spend=Spend÷Leads(Paid)=ACSpend÷NewRG(Paid)
Paid
43,147
bucket by UTMMedium 1,400
bucket by CivisLeadType 1,194
bucket by UTMMedium 1,166
bucket by CivisLeadType 1,005
bucket by UTMMedium 83.3%
bucket by CivisLeadType 84.2%
9
14
16.0%
83
135
Other
1,245
bucket by UTMMedium 223
bucket by CivisLeadType 1,096 Organic*
bucket by UTMMedium 161
bucket by CivisLeadType 900 Organic*
bucket by UTMMedium 72.2%
bucket by CivisLeadType 82.1% Organic*
1
3
32.7%
29
42
Offline (額外)
1,450
bucket by UTMMedium 667
bucket by CivisLeadType — 無此分類
bucket by UTMMedium 578
bucket by CivisLeadType —
bucket by UTMMedium 86.7%
bucket by CivisLeadType —
0
0
0.0%
0
0
Total (P+O)
44,392
bucket by UTMMedium 1,623
bucket by CivisLeadType 2,290 P+Org
bucket by UTMMedium 1,327
bucket by CivisLeadType 1,905 P+Org
bucket by UTMMedium 81.8%
bucket by CivisLeadType 83.2% P+Org
10
17
18.3%
112
177

2026 三月(3/1 – 3/31)

Petition Page ViewsLeads
bucket by UTMMedium / bucket by CivisLeadType
Call Case
bucket by UTMMedium / bucket by CivisLeadType
Eligible
bucket by UTMMedium / bucket by CivisLeadType
CPLDaisy Chain RGDaisy Chain SGTTL Giving CVRAC SpendNew RGNew SGCPRG
Spend=Spend÷Leads(Paid)=ACSpend÷NewRG(Paid)
Paid
46,441
bucket by UTMMedium 1,262
bucket by CivisLeadType 1,111
bucket by UTMMedium 942
bucket by CivisLeadType 832
bucket by UTMMedium 74.6%
bucket by CivisLeadType 74.9%
18
16
15.4%
81
106
Other
2,540
bucket by UTMMedium 221
bucket by CivisLeadType 1,184 Organic*
bucket by UTMMedium 126
bucket by CivisLeadType 916 Organic*
bucket by UTMMedium 57.0%
bucket by CivisLeadType 77.4% Organic*
0
2
24.0%
15
38
Offline (額外)
1,762
bucket by UTMMedium 812
bucket by CivisLeadType — 無此分類
bucket by UTMMedium 680
bucket by CivisLeadType —
bucket by UTMMedium 83.7%
bucket by CivisLeadType —
0
0
0.0%
0
0
Total (P+O)
48,981
bucket by UTMMedium 1,483
bucket by CivisLeadType 2,295 P+Org
bucket by UTMMedium 1,068
bucket by CivisLeadType 1,748 P+Org
bucket by UTMMedium 72.0%
bucket by CivisLeadType 76.2% P+Org
18
18
16.7%
96
144

2026 四月(4/1 – 4/30)

Petition Page ViewsLeads
bucket by UTMMedium / bucket by CivisLeadType
Call Case
bucket by UTMMedium / bucket by CivisLeadType
Eligible
bucket by UTMMedium / bucket by CivisLeadType
CPLDaisy Chain RGDaisy Chain SGTTL Giving CVRAC SpendNew RGNew SGCPRG
Spend=Spend÷Leads(Paid)=ACSpend÷NewRG(Paid)
Paid
69,392
bucket by UTMMedium 1,496
bucket by CivisLeadType 1,800
bucket by UTMMedium 1,198
bucket by CivisLeadType 1,414
bucket by UTMMedium 80.1%
bucket by CivisLeadType 78.6%
10
12
11.6%
63
105
Other
8,906
bucket by UTMMedium 842
bucket by CivisLeadType 1,074 Organic*
bucket by UTMMedium 540
bucket by CivisLeadType 792 Organic*
bucket by UTMMedium 64.1%
bucket by CivisLeadType 73.7% Organic*
7
8
10.3%
35
49
Offline (額外)
1,253
bucket by UTMMedium 536
bucket by CivisLeadType — 無此分類
bucket by UTMMedium 468
bucket by CivisLeadType —
bucket by UTMMedium 87.3%
bucket by CivisLeadType —
0
0
0.4%
0
2
Total (P+O)
78,298
bucket by UTMMedium 2,338
bucket by CivisLeadType 2,874 P+Org
bucket by UTMMedium 1,738
bucket by CivisLeadType 2,206 P+Org
bucket by UTMMedium 74.3%
bucket by CivisLeadType 76.8% P+Org
17
20
11.1%
98
154

2026 五月(5/1 – 5/27,截至今日)

Petition Page ViewsLeads
bucket by UTMMedium / bucket by CivisLeadType
Call Case
bucket by UTMMedium / bucket by CivisLeadType
Eligible
bucket by UTMMedium / bucket by CivisLeadType
CPLDaisy Chain RGDaisy Chain SGTTL Giving CVRAC SpendNew RGNew SGCPRG
Spend=Spend÷Leads(Paid)=ACSpend÷NewRG(Paid)
Paid
50,785
bucket by UTMMedium 660
bucket by CivisLeadType 977
bucket by UTMMedium 388
bucket by CivisLeadType 582
bucket by UTMMedium 58.8%
bucket by CivisLeadType 59.6%
4
3
23.3%
61
91
Other
11,257
bucket by UTMMedium 1,011
bucket by CivisLeadType 1,077 Organic*
bucket by UTMMedium 459
bucket by CivisLeadType 470 Organic*
bucket by UTMMedium 45.4%
bucket by CivisLeadType 43.6% Organic*
10
27
11.5%
42
59
Offline (額外)
1,278
bucket by UTMMedium 383
bucket by CivisLeadType — 無此分類
bucket by UTMMedium 205
bucket by CivisLeadType —
bucket by UTMMedium 53.5%
bucket by CivisLeadType —
0
0
0.3%
0
1
Total (P+O)
62,042
bucket by UTMMedium 1,671
bucket by CivisLeadType 2,054 P+Org
bucket by UTMMedium 847
bucket by CivisLeadType 1,052 P+Org
bucket by UTMMedium 50.7%
bucket by CivisLeadType 51.2% P+Org
14
30
16.2%
103
150
本分頁是為 Business Owner 補充的延伸數據與洞察(不影響原始三個分頁)。每張卡片回答一個 BO 會問的問題;資料源同為 BigQuery gpea-data.report_table 與 GA4,定義依資料團隊 ea-data-dictionary。標「缺口」者為現有倉儲無法提供、需外部補的資料。

1. 新捐者帶來多少收入?平均單筆多大?(收入與規模) 基礎

期間New RG 數RG 平均月捐New SG 數SG 平均單筆RG 季實收(income)SG 季實收
2025 Q14707138251,5446,495,349326,414
2025 Q22625425151,8096,011,208198,565
2025 Q32195833592,3476,395,945529,147
2025 Q42431,2674431,8656,137,761361,732
2026 Q13268294931,8245,798,562197,325
洞察:新定捐「人數」YoY 下滑(470→326,−31%),但「平均月捐額」反而上升(713→829,+16%)、單筆捐也上升(1,544→1,824,+18%)——獲取的是更少但更高價值的新捐者。
更關鍵:每季定捐實收 ~5.8–6.5M TWD 非常穩定(YoY 僅 −11%),因為收入主要來自既有定捐者持續扣款,不是當季新客。所以「獲取放緩」目前還沒打到總收入——但新客變少是未來收入的風險,不是當下衰退。
*金額單位 TWD。RG 平均月捐=web_performance.amount;季實收=income 表 comparison=Actual。2025 Q4 平均月捐 1,267 偏高,疑為年末高額募集活動。

2. 這些新定捐者留得住嗎?(留存率) 基礎

定捐 Cohort人數第3個月第6個月第9個月第12個月
2025 Q147089%82%76%71%
2025 Q226293%85%81%52%*
洞察:2025 Q1 招募的新定捐者,滿一年仍有 71% 在繳款(完整滿 12 個月、可信)——以定捐標準算健康。首年留存分數=首年有效繳款月數÷12。
含義:每個新定捐首年實收 ≈ 月捐 × 約 10 個有效月。以 2026 Q1 月捐 829 估,首年約 ~8,000 TWD(粗估、未扣成本)。
*2025 Q2 之後的 cohort 尚未滿 12 個月(2025 Q2 的 m12 落在 2026 年中、尚未到期),數字會低估;2025 H2/2026 cohort 暫無可信 m12。留存以 web_performance mon_1..12 是否>0(當月有扣款)計算。

3. 這份報表只看 Web 連署?其他通路與總收入長怎樣?(全通路) 基礎

收入分類 (budget_code_group)2026 Q1 實收 TWDRG 筆SG 筆
Unprompted(既有定捐持續扣款)5,532,59410,4950
Prompted & Supporter Care109,3481850
Web101,9764136
DDC(街募/面對面)56,240599
Telephone(電訪)36,956426
Middle Donor25,550485
DRTV23,500015
Upgrade(既有捐者升級)20,9307010
Reactivation(回流)19,293336
洞察:這份報表的「Web 連署漏斗」只是其中一個獲取通路。總收入由「Unprompted」(既有定捐者每月扣款 5.5M) 主導;各新獲取通路(Web/DDC/Telephone/DRTV/Reactivation)在當季貢獻的收入都不大,因為新定捐當季只繳了 1–3 期。要看完整跨通路獲取「件數」表現可拉 fr_performance_ac_op(可應要求補)。

4. 獲取成本 / CPL / CPRG 是多少?(成本缺口) 基礎・缺口

⚠️ 成本資料不在 BigQuery 倉儲裡。已查證:conversion_funnel.cost 在台灣全為 NULL(只有 comparison='Actual' 列、無 'Cost' 列),其餘表(web_performance/fr_performance_ac_op)沒有 cost 欄位
含義:CPL(每名單成本)、CPRG(每新定捐成本)無法只靠這個倉儲算出。廣告花費需從 FB/Google Ads 後台或財務匯出,人工填入。這是要回答「划不划算 / ROI」最大的缺口——目前付費佔連署 81%,沒有花費就無法判斷效率。

5. 新定捐者的終身價值 (LTV) 是多少? 基礎・部分

資料團隊未正式定義 LTV。可用現有資料粗估「首年價值」:平均月捐 × 首年有效繳款月數(由留存曲線推估)。
2026 Q1 新定捐 ≈ 829 × ~10 個有效月 ≈ ~8,000 TWD/首年(粗估、未扣成本)。
真實 LTV 需要:①多年(非首年)留存曲線 ②獲取成本。前者目前只到首年、後者倉儲沒有,故 LTV 只能到「首年實收」層級。

6. 付費獲取分平台表現如何?CPL/CPRG 怎麼算?(FB vs Google) BO R1・Q1+Q2

付費平台2025Q1 Leads2026Q1 LeadsLead Δ2025Q1 New RG2026Q1 New RG2026Q1 Lead→定捐轉換
FB/IG (socialpaid)4,3533,827−12%1031333.5%
Google (pmax/adwords/cpc)1,537467−70%11310121.6%
洞察(很關鍵,會改變結論):
付費 New RG 其實成長了(216→234,+8%)。報表上 New RG YoY −31% 幾乎全部來自「自然/Other」通路崩跌(254→92,−64%),不是付費出問題。
Google 付費 lead→定捐轉換率 21.6%,約是 FB 的 6 倍(FB 3.5%)。但 Google 的 lead 量被砍 70%。FB 帶來大量、便宜的連署,但很少變成定捐者。
決策訊號:Google 付費效率遠高、量卻被縮減——應查清楚為何 Google 量大降(預算是否被移去 FB?)。若目標是更多定捐者,Google 可能該加碼而非縮減。
⚠️ CPL / CPRG 仍需你提供花費(倉儲無 cost)。算法:用你的 FB/Google 各月廣告花費 ÷ 上表對應的 Paid Leads/New RG(分母已備好)。例:若 Google 2026Q1 花費 X,則 Google CPRG = X ÷ 101。

7. 既有定捐基數在萎縮嗎?(未來收入風險) BO R1・Q6

活躍定捐人數RG 季實收 TWD平均單筆 TWD
2025 Q111,3786,495,349513
2025 Q211,2006,011,208494
2025 Q312,0756,395,945484
2025 Q411,5306,137,761486
2026 Q110,6415,798,562500
⚠️ 是的——活躍定捐「人數」YoY −6.5%(11,378→10,641)。基數正在緩慢萎縮
洞察:總收入看起來穩(~6M/季)只是因為平均單筆持平;但付款人數在掉。這是「滯後型」風險:各通路新客補不上流失。
對照:web cohort 取消數 251→275(微升),而新 web 定捐 326 僅略高於取消 275;跨全通路,流失 > 獲取,故基數每年掉約 6.5%。
決策:若獲取不回升,這條「穩定」的收入線會延遲性下滑。下一塊邊際預算要比較「留存/挽回(save)」vs「純新獲取」何者 CP 值高。

8. BigQuery 比 CRM 少 ~10%,會讓某個通路被高估/低估嗎?(可信度) BO R1・Q7

不會偏向特定通路——可安心用於通路分配。已驗證 ~10% 缺口在各分桶均勻分布:Paid 9.8%/Offline 9.9%/Other 10.9%(且各 campaign、各月、各來源一致)。
含義:絕對值一致低估約 10%,但通路間的比例與趨勢不受影響(FB vs Google、Paid vs Other 的比較可信)。把這份報表當「相對比較與趨勢」用完全沒問題;只有在對「絕對件數」設 KPI 時要記得 +~10% 回推。原因仍待 Report 團隊確認 ETL 建表邏輯。

9. 定捐者的多年留存與終身價值 (LTV) 到底多高? BO R2・Q4

定捐 Cohort 年人數滿1年存活滿2年存活滿3年存活
20224,32486%79%73%
20232,88688%81%75%
20242,70386%78%78%*
20251,54883%81%*81%*
洞察:定捐很黏。以「未取消(RD 仍有效)」計,約 86–88% 滿1年、79–81% 滿2年、73–78% 滿3年仍在。
(註:以「當月實際有扣款」更嚴格計,滿1年約 71%——兩者差別是「RD 還在但偶爾跳期」vs「每月都扣成功」。)
含義(LTV):結合下方繳款曲線,每個新定捐 3 年累積貢獻 ≈ 20,000–23,000 TWD(未扣成本)。所以「某一季獲取放緩」的殺傷力被高估了——每個招來的定捐會付約 3 年。這也是你對外辯護獲取預算時該用的 LTV 量級。
*未滿該年期、被右設限(censored),數字偏高僅供參考;可信的是 2022/2023 全期、2024 至 2年、2025 至 1年。以 web_performance cancel_date 計算存活。

10. 回本期 (payback):第幾個月新定捐的累積貢獻會超過獲取成本? BO R2・Q3・部分

時點平均已繳月數累積貢獻 TWD (2025Q1 cohort, 月捐713)
第 3 個月2.83~2,019
第 6 個月5.37~3,827
第 12 個月9.89~7,051
洞察:回本期=累積貢獻首次超過 CPRG 的月份。把你的 CPRG 對到上表即可讀出:
• CPRG ≈ 2,000 → 約第 3 個月回本 • ≈ 3,800 → 約第 6 個月 • ≈ 7,000 → 約第 12 個月 • > 7,000 → 首年未回本,但靠第2年存活(~79%)多半在第2年回本。
曲線已備好,只缺你的實際 CPRG(成本)就能定出回本月與 go/no-go 門檻。

11. 電訪(TFR)在哪裡漏?Eligible% 為何 5 月掉到 50%? BO R2・Q5

電訪結果 (2026Q1 已建案 leads)筆數性質
未處理/未記錄 (NULL)3,159待打或未登錄(含時間差)
No Answer 沒接1,543打不到
Decline 拒絕926接到但拒絕
Pledge Email 寄出231培養中
No Connection / Invalid / No Such Person384電話無效
Accepted New RD(含 Offline)180✅ 電訪轉成定捐
Donated Already 已捐82多半已從 web 捐
洞察:漏點主要在「接觸率」,不是「沒覆蓋」。打不到(No Answer+無效號碼)≈1,930、接到但拒絕≈1,030;電訪真正轉成新定捐只有 ~180(多數新定捐其實來自 web 當下捐,不是電話)。
5 月 Eligible 50.7% 是時間差假象——近月的 lead 還沒全部建案/打完(上表 NULL 3,159 即待處理量),不是覆蓋率真的崩。等案件成熟後會回到 ~70%+。
決策:TFR 最大槓桿是「接觸率」——簽署當下把電話收集做好(減少無效號碼 ~2k),可能比加廣告預算更能提升轉換。

12. 結論:這些數字指向哪些決策?(模擬 BO 的行動清單) 結論

模擬 BO 看完後可直接行動的四個決策:
1. 付費組合向 Google 傾斜,減少 FB 純衝量。Google 轉定捐效率約是 FB 的 6 倍(21.6% vs 3.5%),但其 lead 量被砍 70%——先查清楚為何被砍(是否移去 FB?),考慮回補/加碼 Google;FB 不要再只優化「便宜的連署數」。
2. 同步開一條「留存/挽回(save)」預算線。定捐基數每年 −6.5%、3 年 LTV ~20–23k,保住既有 ~10,600 名定捐者的 CP 值,很可能高於純衝新客。下季撥一筆 save/winback 測試,與純獲取的 CP 值正面對打。
3. 把「獲取放緩」當未來收入風險、而非當前危機,並用 LTV 辯護預算。季收入靠黏著的既有定捐撐住(~5.8–6M),今天沒火;風險是滯後的。用 20–23k 的 3 年 LTV 去辯護「維持/加碼獲取」,而不是看收入沒掉就砍。
4. 電訪:先做「簽署當下收集電話」這個非廣告槓桿。漏點是接觸率(~1,930 打不到/無效號碼),不是覆蓋率;把簽署時的電話收集做好,可能比加廣告預算更划算。(5 月 Eligible 50% 是時間差假象,免處理。)

13. 資料到頭了嗎?倉儲還能不能提供更多?(資料邊界) 邊界

以下需「倉儲以外」的資料,BigQuery 無法再深入:
廣告花費 / 成本——倉儲沒有(已查證)。需 FB/Google Ads 後台或財務匯出。所有 ROI 類指標(CPL/CPRG/回本月/go-no-go 門檻)的「分母都已備好」,BO 取得花費後自行套入即可。
Reactivation/Upgrade/Appeal 預測分數——這些是 Salesforce CRM 由 Integral 模型寫入的欄位,不在 BigQuery 倉儲,需直接查 CRM。
目標/預算基準——報表是實際值,沒有 KPI 目標線;要判定「好/壞」需 BO 提供當季目標。
模擬 BO 在第 2 輪已宣告 SATISFIED、無更多提問——除上述三項外部資料外,現有倉儲能回答的都已補上,此 Q&A loop 到此結束。