Development Overview Analysis

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 acquires gifts and retains donors. To increase the impact on your mission, use this analysis to drive action and inform your next steps.

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 changing your environment ID. You will need to provide the environment IDs for the Raiser’s Edge and Financial Edge databases you want to link.

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.