To quickly identify spikes or slumps in donor engagement and gauge current appeals and fundraising efforts, you can view key statistics of giving under Gifts from Fundraising, Analyze or Reporting, Overview.
Tip: By default, these statistics include giving from the past seven calendar days. To analyze gifts from another date range or related to specific campaigns, funds, or appeals, use the filters under Giving. For more information, see Giving Analysis Filters.
With the Revenue amount, you can view how much your organization raised, based on the filters.
With the Gifts total, you can view how many gifts came into your organization, based on the filters.
With the Average gift amount, you can view the average amount received from a single gift, based on the filters.
With the Total past due amount, you can view how much you expect from all overdue pledge installments and other commitments, based on the filters.
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: Pledge totals may differ between a metric and its gifts list. Lists include the original pledge amount, while totals in Analyze or Reporting exclude any write-offs from committed revenue.
To help recover from a slump, such as during the summer when donors vacation and tighten their budgets, follow these best practices.
If giving starts to slump, it may indicate a need for a new appeal or fundraising effort to engage donors. However, if you recently solicited for giving, analyze those efforts to determine why they didn't resonate — such as impersonal or too infrequent interactions or a perceived lack of sincerity — and learn from those mistakes. For suggestions on how to keep your donors engaged, see Donor Acquisition and Retention.
To help promote your mission and drive traffic to your website and donation forms, increase your presence online and in social media such as Facebook and Twitter. For more information, see Social Media Best Practices.
To help increase online giving, make sure your website is mobile-friendly, carries your organization's brand, and contains strong imagery that supports why donors should give. Include a clear call to action— such as an prominent Donate now! button to your donation form — and enable donors to show their support with suggested gift amounts and recurring giving.
Tip: For accurate giving analysis, be sure to commit any online gifts from other applications such as everydayhero or Luminate Online to their constituents in the database view.