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Fundraising Analysis Overview

To quickly assess your organization's overall fundraising efforts, select Fundraising, Analyze for a dashboard of key metrics. Under Overview, you have — at a glance — a pulse-check of how well your organization acquires donors and gifts, completes actions and opportunities, raises money toward campaigns and funds, and much more. To increase the impact on your mission, use this analysis to drive action and inform your next steps.

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.

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 Analyze Metrics.

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