Year-Over-Year Performance Analysis

To analyze whether your fundraising's on track, you can quickly compare giving over the current fiscal year to the previous two years under Year over year performance from Fundraising, Analyze or Reporting, Overview.

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 and Recognition.

To view a list of gifts received in a specific month, select its point on the graph. 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.

As you compare annual giving, set realistic goals and keep in mind any windfalls from previous years that you shouldn't expect to replicate, such as an unusually large one-time grant award or major gift.

Tip: To analyze annual giving through specific appeals or toward specific campaigns or funds, use the filters under Giving. For more information, see Giving Analysis Filters.

If your current year-to-date (YTD) revenue runs under previous years' giving, analyze why to determine the root cause and how to turn the trend around.

  • To help reduce attrition, analyze donors who gave previously — but not during the current year — and determine who to reconnect with. For more information, see Donor Attrition.

  • To analyze recent acquisitions, review the giving of new donors to identify shifts in their capacity to give or overall value compared to your existing supporters. For more information, see Constituent Giving.

  • To help determine whether you effectively retain donors year-over-year, compare regular annual givers to those recaptured from previous years.