Visual - Fundraising

This dashboard provides a comprehensive view of fundraising activity, tracking recurring donations, total raised, donors at risk, upsell contributions, major gifts, donor retention, and event fundraising performance.

Dashboard

The Dashboard includes the a variety of widgets that are part of other, more comprehensive reports. You can access the full report from each widget by selecting or toggling to the Predefined Reports tab.

Widget	Description	Predefined Report
Recurring Donations Trend	The total amount of recurring donations over time based on the selected segment, and date filter. Includes a trend line. Users can hover over this widget for more specific numbers.	Recurring Donations
Total Raised - Cumulative	Tracks the total amount of revenue raised over time, accumulating each period’s donations to show overall growth and fundraising momentum.	Total Raised
Recurring Donations	The total amount and percentage of single and recurring donations based on the selected segment, and date filter. Users can hover over this widget for more specific numbers.	Recurring Donations
Donor Retention	Represents the percentage of supporters who gave in the last 12 months, compared to the previous 12 months, reflecting donor loyalty and relationship strength.	Donor Retention
Funds Raised by Page Name	Breaks down fundraising totals by donation page to identify top performers.	Total Raised
Major Gifts	Shows donations from the top 10 supporters based on fundraising pages, providing insight into high-value donor contributions.	Major Gifts
Event Fundraising Performance	Displays the total tickets sold based on event tags to assess their success.
Refunds	Reports the total amount of refunds, useful for monitoring financial accuracy and donor satisfaction	Refunds
Total Raised by Email	Breaks down total revenue generated directly from email campaigns (classic and MT) to assess their effectiveness in driving donations	Email Performance Report

Predefined Reports

This will list the full reports associated with each widget shown the dashboard.

Recurring Donations

This report tracks the performance of recurring donations, including total raised, ongoing gifts, and donors at risk with the flexibility to choose from the recurring frequency.

Metric	Definition
Total Raised	The total raised amount from recurring donations based on the recurring frequency, selected segment, and date filter.
Initial Recurring Donations	The total amount from initial recurring donations (first payment), based on the recurring frequency, selected segment, and date filter.
Ongoing Recurring Donations	The total amount from ongoing recurring donations (subsequent payments), based on the recurring frequency, selected segment, and date filter.
Failed Donations	The total amount from failed donations (with suspended status), based on the recurring frequency, selected segment, and date filter.
Active Recurring Donations	The number of active recurring gifts based on the recurring frequency, selected segment, and date filter.
Donors at Risk	The number of donors at risk who are on their final retry, based on the recurring frequency, selected segment, and date filter.
Average Amount	The average gift amount for recurring payments, based on the recurring frequency, selected segment, and date filter.
New Donors	The number of new donors based on the recurring frequency, selected segment, and date filter.
Recurring Donations Trend	The total amount of recurring donations over time based on the selected segment, and date filter. Users can hover over this widget for more specific numbers.
Recurring Donations	The total amount and percentage of single and recurring donations based on the selected segment, and date filter. Users can hover over this widget for more specific numbers.

Sample data reporting

Under the reporting widgets, there is a list of recurring donors. The list includes the following details about each supporter.

Field	Definition
First, Last, Email	Personal information of the donor
City, Region, Country	Address information of the donor
Total Donations Amount	The total sum of all successful donations made by the donor.
Donation Currency	The currency in which the donations were made (e.g., USD, CAD, EUR).
Latest Recurring Date	The most recent date on which a recurring donation was successfully processed or attempted.
Recurring Day	The calendar day of the month when the donor’s recurring donation is scheduled (e.g., the 15th).
Latest Recurring Status	The status of the latest recurring donation (e.g., ACTIVE, SUSPENDED, etc).
Months Since Start	Number of months since the donor made their first recorded donation.
Last Refund Amount	The amount of the most recent refund given to the donor, if any.
Total Refunded	The total sum of all refunds issued to the donor.
Number of Refunds	The total count of refund transactions processed for the donor.
Donor at Risk	Donor is on their final retry for a recurring gift and is at risk for lapsing.

Total Raised

This report provides a comprehensive overview of total funds raised, average gift sizes, and additional upsell contributions with the flexibility to choose from the donation source.

Metric	Definition
Total Raised	The total raised amount based on the fundraising source, selected segment, and date filter.
Total Raised per Donor	The total raised per donor based on the fundraising source, selected segment, and date filter.
Total Number of Donations	The total number of donations based on the fundraising source, selected segment, and date filter.
Total number of supporters	The total number of supporters based on the fundraising source, selected segment, and date filter.
Average Single Gift	The average single gift amount based on the fundraising source, selected segment, and date filter.
Average recurring gift	The average recurring gift amount based on the fundraising source, selected segment, and date filter.
Major Donor (%)	The percentage of major donors based on the fundraising source, selected segment, and date filter. Major donors are defined as any supporter who made a donation larger than $10,000.
Mid-Level Donor (%)	The percentage of mid-level donors based on the fundraising source, selected segment, and date filter. We define a mid-level donor as any supporter who made a donation between $1,000 and $9,999.
Low-Level Donor (%)	The percentage of low-level donors based on the fundraising source, selected segment, and date filter. We define a low-level donor as any supporter who made a donation less than $1,000.
Total Raised - Cumulative	Tracks the total amount of revenue raised over time, accumulating each period’s donations to show overall growth and fundraising momentum.
Funds Raised by Page Name	The total number of donations by page name based on the selected segment, and date filter.

Sample data reporting

Field	Definition
Page Name	Name of Page
Page Type	Page type e.g. Fundraising, Peer to Peer, etc
Created	Date page was created
Modified	Last date page was modified
Total Raised	Total donations raised on the page
Average Donation	Average donation made on the page
Median Donation	Median donation made on the page
Highest Donation	High donation made on the page
Total Fee Cover	Combined total of donations where fee cover was chosen
Total Upsell	Combined total of donations upsold from an upsell lightbox
Number of Supporters	Number of supporters who have submitted the page
Number of Single Donors	Number of donors who made one time donations on the page
Number of Recurring Donors	Number of donors who made recurring donations on the page
Number of Donations	Total number of donations made on the page
Average Raised per Supporter	Average donation per supporter
Average Single Gift	Average one time donation made on the page
Average Recurring Gift	Average recurring donation made on the page
Gateway	Payment gateway used on the page

Major Gifts

This report highlights the donations from the top 100 supporters. Key metrics in this report include the total funds raised, average gift size, and the highest donation received.

Metric	Definition
Total Raised	The total raised amount for the top 100 supporters, based on fundraising pages and the selected segment and date filter.
Average Gift Amount	The average gift amount for the top 100 supporters, based on fundraising pages and the selected segment and date filter.
Highest Donation Amount	The highest donation amount for the top 100 supporters, based on fundraising pages and the selected segment and date filter.
Lowest Donation Amount	The lowest donation amount for the top 100 supporters, based on fundraising pages and the selected segment and date filter.
Major Gifts	Shows donations from the top 10 supporters based on fundraising pages, providing insight into high-value donor contributions.
Funds Raised by Supporter	Breaks down fundraising totals by supporter to identify top performers.

Sample data reporting

Field	Definition
First, Last, Email	Personal information of the donor
City, Region, Country	Address information of the donor
Last Donation Date	Donor’s last donation date
Last Donation Amount	Donor’s last donation amount
Highest Donation Amount	Donor’s highest donation amount
Average Donation Amount	Average donation of the donor
Total Donation Amount	Donor’s total donation sum
Fee Cover Amount	Donor’s total fees covered
Most Recent Opt-in Status	Donor’s most recent opt in status
Is a Recurring Donor	If the donor is a recurring donor Y/N
Last Refund Amount	Donor’s last refund amount
Total refunds amount	Donor’s combined total refunds
Number of refunds	Donor’s number of refunds

Donor Retention

This report provides key insights into donor retention, highlighting trends in donor engagement, frequency of donations, and changes in recurring donor behavior over the last 12 months.

Metric	Definition
Retention Rate	The percentage of supporters who gave in the last 12 months, compared to the previous 12 months, based on the selected segment.
Number of Donors	The number of donors based on the selected segment.
Single Donors Who Donated Once	The number of one-time donors who only donated once, based on the selected segment.
Single Donors Who Donated More Than One Time	The number of one-time donors who donated more than once, based on the selected segment.
Recurring Donors With Additional 1x Gifts (%)	The percentage of active recurring donors who made an additional 1x gift, based on the selected segment.
Donor Lifetime Value	An estimate for how much a donor will contribute to your organization over their lifetime, based on the selected segment.
Donor Retention	Represents the percentage of supporters who gave in the last 12 months, compared to the previous 12 months, reflecting donor loyalty and relationship strength.
Donation Trends	Displays the number of donors who gave this year, last year and both years.

Refunds

This report summarizes donor refunds, including total refund amounts, average refund values, and the impact on overall fundraising performance. The report is based on refunds processed through EN when using the “Refund Donation” option.

Metric	Definition
Total Refund Amount	The total refund amount for supporters, based on the selected segment and date filter.
Number of Refunds	The number of refunds for supporters, based on the selected segment and date filter.
Average Refund Value	The average refund value for supporters, based on the selected segment and date filter.
Number Of Donors	The number of donors based on the selected segment and date filter.
Total Raised	Total raised based on the selected segment and date filter.
Refunds	Total amount of refunds based on the selected segment and date filter.
Refunds By Gateway	Total amount of refunds by payment gateway based on the selected segment and date filter.

Sample data reporting

Field	Definition
Last Refund Amount	The amount refunded in the most recent refund transaction.
Total Refunds	The total monetary value of all refunds issued to the donor.
Number of Refunds	The total number of refund transactions processed for the donor.
Refund Rate	The percentage of refunded amount over total donations. Calculated as:`(Total Refunds / Total Donations) × 100`
Last Donation Date	The date when the donor made their most recent donation.
Last Donation Amount	The monetary value of the donor’s most recent donation.
Donation Currency	The currency used for the donor’s transactions (e.g., USD, EUR).
Total Donations	The cumulative amount the donor has contributed (excluding refunds).
Average Donation Amount	The average donation size, calculated as:`Total Donations / Number of Donations`
Highest Donation Amount	The largest single donation made by the donor.
Fee Cover Amounts	The total amount donors contributed to cover transaction fees (optional donation to cover platform/processing fees).

Event Fundraising Performance

This report provides an overview of event fundraising performance, including total raised from tickets, ticket sales amount, and additional donations amount.

Metric	Definition
Total Amount	The total amount raised from events, based on the selected segment and date filter.
Ticket Sales	The total amount raised from ticket sales, based on the selected segment and date filter.
Additional Donations	The total amount raised from additional donations, based on the selected segment and date filter.
Number of Tickets Sold	The number of tickets sold based on the selected segment and date filter.
Average Ticket Size	The average ticket size based on the selected segment and date filter.
Tickets Remaining	The number of tickets remaining based on the selected segment and date filter.
Event Fundraising Performance	Displays the total tickets sold based on event tags to assess their success.
Event Sales Breakdown	Total amount of event sales based on the selected segment and date filter. Also includes breakout by Additional Donation and ticket sales

Sample data reporting

Field	Definition
First, Last, Email	The donor’s first name, last name, and email address.
City, Region, Country	The donor’s location, broken down by city, state/region, and country.
Total Donations Amount	The total sum of all donations made by the donor.
Donation Currency	The currency in which the donor has made their contributions (e.g., USD, EUR).
Latest Recurring Date	The most recent date a recurring donation was attempted or processed.
Recurring Day	The day of the month when recurring donations are scheduled (e.g., the 15th).
Latest Recurring Status	The status of the most recent recurring donation (e.g., ACTIVE, SUSPENDED, etc).
Months Since Start	The number of months since the donor's first recorded donation.
Last Refund Amount	The amount of the most recent refund issued to the donor.
Total Refunded	The total value of all refunds issued to the donor.
Number of Refunds	The count of separate refund transactions for the donor.
Donor at Risk	Donor is on their final retry for a recurring gift and is at risk for lapsing.