Fundraising Performance Insights Dashboard in Nonprofit

Use the Fundraising Performance Insights dashboard to get a comprehensive overview of your fundraising campaigns. Analyze key performance metrics to evaluate the effectiveness of your initiatives based on generated revenue, donor counts, and return on investment. Focus on identifying trends and areas for improvement in your campaigns to enhance overall performance.

• Select the time period (1) that you want to see key metrics and analytics for.
• Review the key metrics (2) for the selected time period.
• Select Mass Market (3) to view the overall performance of your fundraising campaigns based on these metrics.
• Use the Revenue tab (4) to analyze each campaign's performance based on revenue, and view both the leading and trailing campaigns in terms of revenue generated.
• Use the Donors tab (5) to view the number of donors for each fundraising campaign, and insights into the campaigns that are performing well and the ones that need improvement.
• Use the ROI tab (6) to assess each campaign's performance based on return on investment, and identify campaigns with the highest and lowest ROI.

• Select Major Donor (7) to get a quick analysis of all available opportunities based on their value.
• View the performance of the key metrics (8) for the selected time period.
• Analyze the value of each opportunity (9) and identify leading and trailing opportunities based on their value.

Key Performance Indicators in Fundraising Performance Insights Dashboard

Learn the definitions and calculations of key metrics in the Fundraising Performance Insights dashboard.

Note The data presented in the Fundraising Performance Insights dashboard is categorized into three transaction categories—Major Donors, Mass Market, and Major Donor & Mass Market. This grouping is used in calculations to derive insights.

KPI	Description	Calculation	Transaction Category
Total Funds Raised	The total monetary contributions that a nonprofit organization received during a specified period, including both completed transactions and committed amounts.	"SUM GiftTransaction.""Current Amount"" + SUM GiftCommitment.""Expected Total Cmt Amount""	All Transactions
Paid Gift Transactions	The total cash available from completed transactions.	SUM all GiftTransaction."Current Amount" WHERE GiftTransaction.Status = 'Paid' OR GiftTransaction.Status = 'Written-Off'	All Transactions
Total Donors	The number of unique donors within the selected time period.	COUNT(UNIQUE(GiftTransaction.Donor)) Filter by: (GiftTransaction.GiftCommitment IS NOT NULL AND GiftTransaction.GiftCommitment.Opportunity IS NOT NULL) GiftTransaction.Status = 'Paid' OR GiftTransaction.GiftCommitment.FormalCommitmentType = 'Is Written'	All Transactions
ROI	The return on investment for a campaign, showing how much is earned compared to what’s spent.	(SUM GiftTransaction.CurrentAmount WHERE GiftTransaction.Campaign = Campaign) / Campaign.ActualCostAmount	Mass Market or Major Donor and Mass Market
CTRD	The cost-to-revenue ratio for each campaign.	Campaign.ActualCostAmount / (SUM GiftTransaction.CurrentAmount WHERE GiftTransaction.Campaign = Campaign)	Mass Market or Major Donor and Mass Market
New Recurring Donors	The number of new recurring donors added during the specified time period.	COUNT(UNIQUE(GiftCommitment.Donor)) WHERE GiftCommitment in Query2 NOT IN QUERY1	—
Percentage of Recurring Donors	The percentage of donors who made recurring donations.	COUNTD([Recurring Donors])/COUNTD([Total Donors])	Mass Market or Major Donor and Mass Market
All Time Recurring Donor Retention Rate	The percentage of recurring donors who made recurring donations this year.	COUNTD([IsRetentionRecurringDonor])/COUNTD([Recurring Donors])	—
Donor Retention Rate	The percentage of donors who donated in the current period as well as in the previous year, compared to the total number of donors who donated in the current period.	Query 1: Total number of donors who donated last year. Query 2: Total number of donors who donated during the selected period. Donor Retention Rate: (Query 1 / Query 2) * 100	Major Donor or Major Donor and Mass Market
Median Donation Amount	The median donation amount across all donations.	"IF [Donated Amount Flag] = 'True' and ([Transaction Type] = 'Mass Market' OR [Transaction Type] = 'Mass Market & High Touch') THEN [GiftTransaction].[Current Amount] ELSE 0 END"	Mass Market or Major Donor and Mass Market
Source Codes	The number of active outreach source codes used.	COUNT Outreach Source Code WHERE OutreachSourceCode."Outreach Source Code Status" = 'Active'	Mass Market or Major Donor and Mass Market
Total Opportunity Value	The total amounts expected from the committed opportunities.	SUM GiftCommitment.""Expected Total Cmt Amount"" WHERE GiftCommitment.Opportunity = Opportunity	—
Average Donation Amount	The average donation amount across selected campaigns.	Sum(GiftTransaction.CurrentAmount) / count(GiftTransaction)	Major Donor or Major Donor and Mass Market
Yearly Retention Rate	The percentage of donors who donated in the current period as well as in the previous year, compared to the total number of donors who donated in the current period.	Query 1: Total number of donors who donated last year. Query 2: Total number of donors who donated during the selected period. Yearly Retention Rate: (Query 1 / Query 2) *100	Major Donor or Major Donor and Mass Market
Revenue by Campaign — Leading	The chart shows the total revenue generated by each campaign, arranged in descending order, providing insights into the high performing campaigns.	Sum (Campaign Revenue) group by Campaign Name Order by Descending	Mass Market or Major Donor and Mass Market
Revenue by Campaign — Trailing	The chart shows the total revenue generated by each campaign, arranged in ascending order, providing insights into the low performing campaigns.	Sum (Campaign Revenue) group by Campaign Name Order by Ascending	Mass Market or Major Donor and Mass Market
Donors by Campaign — Leading	The chart shows the number of unique donors for each campaign, arranged in descending order, providing insights into campaigns with the highest donor participation.	Unique (Donor ID) group by Campaign Name Order by Descending	Mass Market or Major Donor and Mass Market
Donors by Campaign — Trailing	The chart shows the number of unique donors for each campaign, arranged in ascending order, providing insights into campaigns with the lowest donor participation.	Unique (Donor ID) group by Campaign Name Order by Ascending	Mass Market or Major Donor and Mass Market
ROI by Campaign — Leading	The chart shows the average return on investment (ROI) for each campaign, arranged in descending order, providing insights into the efficiency of campaigns in generating returns relative to their costs.	Avg (ROI) group by Campaign Name Order by Descending	Mass Market or Major Donor and Mass Market
ROI by Campaign — Trailing	The chart shows the average return on investment (ROI) for each campaign, arranged in ascending order, providing insights into the campaigns with the lowest returns.	Avg (ROI) group by Campaign Name Order by Ascending	Mass Market or Major Donor and Mass Market
Opportunity Value by Opportunity Name — Leading	The chart shows the value of each opportunity, arranged in descending order, highlighting the highest-value opportunities.	Sum(Opportunity Value) group by Opportunity Name order by Descending	—
Opportunity Value by Opportunity Name — Trailing	The chart shows the value of each opportunity, arranged in ascending order, providing insights into the opportunities with the lowest values.	Sum(Opportunity Value) group by Opportunity Name order by Ascending	—