Appeals Analysis

Appeals are the solicitations used to bring in gifts, such as direct mailings, online donation pages, phonathons, auctions, or events. To quickly assess your organization's fundraising through specific solicitations, select Fundraising, Analyze or Reporting, Appeals for a dashboard of key metrics. To increase the impact on your mission, use this analysis to drive action and inform your next steps.

Tip: To view the Appeals dashboard in Fundraising, Reporting, select Add , Appeals, Open.

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 Revenue and Recognition.

To view a list of records included in the number-crunching, select the total or metric. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.

For deeper analysis of an appeal, select its name to open its record. For more information, see Appeal Records.

For deeper analysis of a fund, select its name to open its record. For more information, see Fund Records.

  • To easily apply frequently-used filters to the dashboard, select the filter criteria and then save their view for your personal reuse. For more information, see Saved Views of Dashboards.

  • To review the dashboard offline, download it as a PDF, or automatically receive a PDF as an email on a regular basis. For more information, see PDFs or Spreadsheets of Dashboards.

Note: The Appeals dashboard respects security by fund and automatically excludes gifts you don't have rights to view. For more information, see Record Security.

Note: Hang tight! It may take up to three hours for these metrics to update based on new or edited information.