Fundraising Analysis Overview

To quickly assess your organization's overall fundraising efforts, select Fundraising, Analyze or Reporting 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.

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

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.

To help ease analysis in the future or offline:

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