To increase the impact on your mission and inform your next steps, it's important to keep your finger on the pulse of your organization's fundraising efforts. With SKY Reporting, you can — at a glance — assess your organization's overall performance and effectiveness. In Fundraising, Analyze, you can quickly assess your organization's fundraising efforts across several areas.
Under Overview, you can quickly gauge how well your organization acquires donors and gifts, completes actions and opportunities, raises money toward campaigns and funds, and much more. For more information, seeFundraising Analysis Overview.
Under Campaigns, you can analyze your organization's effectiveness toward its overall fundraising efforts and initiatives. For more information, seeCampaigns Analysis.
Under Funds, you can analyze your organization's fundraising toward specific causes and purposes. For more information, seeFunds Analysis.
Under Appeals, you can analyze your organization's fundraising through solicitations. For more information, seeAppeals Analysis.
Under Acquisition, you can analyze donors who gave a gift of any type for the first time — or again, after more than five years since their previous gift — during the current fiscal year, as well as their cash-in-hand giving, compared to donors and revenue acquired during the previous year. For more information, see Donor Acquisition Analysis.
Under Retention, you can analyze donors who gave gifts of any type during both the current and previous fiscal years and their cash-in-hand giving, compared to similar donors and giving from the previous year. For more information, see Donor Retention Analysis.
Under Recapture, you can analyze donors who gave during the current fiscal year after more than 15 months since their previous gift within the past five years, For more information, see Donor Recapture Analysis.
Under Opportunities, you can analyze the performance of your organization's efforts to cultivate prospects and major gifts. For more information, seeOpportunities Analysis.
Under Actions, you can analyze the effectiveness of your fundraisers' interactions and tasks to cultivate their relationships with constituents. For more information, seeActions Analysis.
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.
Note: Hang tight! It may take up to six hours for Analyze metrics to update based on new or edited information.
Note: Admins! To enable people at your organization to gauge the overall fundraising efforts, you must first choose which security groups should access Analyze, and which metrics. For information, see Analyze Rights.