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Funds Analysis

Funds represent the donor's intent for how you should use or earmark a gift, such as toward a specific cause or financial purpose. To quickly assess your organization's fundraising toward specific causes and purposes, select Fundraising, Analyze, Funds for a dashboard of key metrics. To increase the impact on your mission, use this analysis to drive decisions and inform your next steps.

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 Types.

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.

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

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