Year-Over-Year Performance
To analyze whether your fundraising's on track, you can quickly compare giving over the current fiscal year to the previous two years under Development Overview, Year-over-year performance from Analysis, Dashboards.
Tip: With the Revenue type filter, you can choose whether to analyze revenue received through cash-in-hand giving or committed through pledges and matching gifts. For more information, see Giving Analysis Filters.
As you compare annual giving, set realistic goals and keep in mind any windfalls from previous years that you shouldn't expect to replicate, such as an unusually large one-time grant award or major gift.
Year-to-date giving down compared to previous years?
If your current year-to-date (YTD) revenue runs under previous years' giving, analyze why to determine the root cause and how to turn the trend around.
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To help reduce attrition, analyze donors who gave previously — but not during the current year — and determine who to reconnect with.
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To analyze recent acquisitions, review the giving of new donors to identify shifts in their capacity to give or overall value compared to your existing supporters.
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To help determine whether you effectively retain donors year-over-year, compare regular annual givers to those recaptured from previous years.