To quickly assess your organization's overall fundraising efforts, select Development Overview from Analysis, Dashboards for a dashboard of key metrics. Under Development Overview, you have — at a glance — a pulse-check of how well your organization is acquiring gifts and retaining donors. To increase the impact on your mission, use this analysis to drive action and inform your next steps.
Tip: When you add a dashboard, you can enter a nickname to help you easily identify and work with it. For more information, see Manage Dashboards.
Note: If your organization uses more than one Raiser’s Edge or Financial Edge database, you must identify which databases to link. In this case, we recommend you chat with Support and reference Knowledgebase Article 109404. You will need to provide the tenant IDs of the Raiser’s Edge and Financial Edge databases you want to link. For information about finding your tenant ID for Financial Edge NXT, see Knowledgebase Article 106203.
To quickly identify and analyze spikes or slumps in giving and gauge the overall effectiveness of fundraising efforts, refer to the metrics under Giving. For more information, see Giving Analysis.
The goal of your acquisition efforts is to turn new donors into retained supporters who give again and again for the long term. To analyze how many donors give year-over-year and their cash-in-hand giving, refer to the metrics under Retention. For more information, see Donor Retention Analysis.
Tip: To review the metrics offline, you can download them as a PDF or automatically receive one as an email on a regular basis. For more information, see PDFs of Analysis Metrics.