Development Agent Dashboard

The Development Agent dashboard brings together fundraising, engagement, and donor retention metrics so you can evaluate your agent's performance over time and identify trends.

From the Development Agent main page, select View full dashboard on the Performance tile.

Weekly summary

Review a snapshot of activity for the selected week, including constituent outreach, planned engagements, fundraising results, and communication performance metrics.

Use the weekly summary to quickly assess recent activity and identify areas that may need attention.

Filter dashboard metrics

Use Date to select the time period displayed throughout the dashboard. All metrics and insights update based on the selected period.

To return to the default view, select Clear all values.

Comparing time periods can help you identify patterns, such as whether message activity, donor response, or fundraising results are improving over time.

Fundraising results

Fundraising overview shows fundraising activity during the selected period.

  • Attributed gifts — Total amount given by constituents assigned to the agent during the selected period.

  • Donors — Number of unique donors who gave during the selected period.

  • Average gift — Average amount of each gift received during the selected period.

  • Influenced gifts — Gifts from constituents assigned to the agent who received an email or text from the agent within 28 days before making a gift.

  • Solicited gifts — Gifts from constituents assigned to the agent who received a solicitation message from the agent within 28 days before making a gift.

Review these metrics together to understand the scale and composition of giving. For example, changes in donor count and average gift may help explain why revenue increased or decreased.

How gifts are counted — A gift is counted when it is made by a constituent assigned to your agent or when your agent's constituent is soft credited for the gift. If a single gift has soft credits for multiple assigned constituents, it is counted only once.

Outreach activity

Top engagement types shows the number of messages sent during the selected period and groups them by engagement type, such as:

  • Solicitation

  • Cultivation

  • Stewardship

  • Engagement

  • Introductions

Use this tile to understand where your agent is focusing outreach and how communication activity changes over time.

Constituent engagement

In Constituent engagement, see how recipients interact with your agent's messages to understand whether they are opening and responding to the outreach.

  • Open rate — The percentage of sent messages that were opened by recipients during this period.

  • Click rate — The percentage of sent messages that included a clicked link during this period.

  • Reply rate — The percentage of messages that received a reply out of all messages sent during this period.

  • Unsubscribe rate — The percentage of recipients who unsubscribed after receiving a message during this period.

Review these metrics together instead of focusing on a single value. For example, a high open rate may show that messages are getting attention, while a higher reply rate can indicate more direct engagement. An increase in unsubscribe rate may be a signal to review message frequency, tone, or content.

Donor retention and recurring giving

Donor summary shows changes in donor growth and retention for the selected time period.

  • Reactivated donors — Number of donors who gave during this period after not giving in the prior period.

  • Retained donors — Number of donors from the last calendar year who gave again during this period.

  • New recurring donors — Number of donors who started a recurring gift during this period.

  • New monthly recurring revenue — Total value of newly started recurring gifts during this period.

Use these metrics to understand donor momentum. New donors may indicate new support, while reactivated and retained donors help show whether relationships are continuing over time.

Agent-generated insights

Narratives from your agent highlight notable trends for the selected period and help interpret the metrics displayed in the tile.

When sufficient data is available, the insight may compare the selected period to a previous period to provide additional context. If there isn't enough activity to generate an insight, a message appears instead.

Use the dashboard effectively

Review the dashboard regularly to track your agent's engagement and fundraising results. Use the date filter to compare performance over time and identify trends you may want to act on.

Note: At this time, dashboard metrics reflect email activity and don't include SMS activity.

When you use the dashboard, focus on patterns across the metrics:

  • Use Top engagement types to understand how much outreach your agent sent.

  • Use Constituent engagement to see how your supporters responded.

  • Use Fundraising overview and Donor summary to understand whether that activity contributed to giving, donor growth, or retention.

If one area changes, check the others for context. For example, lower outreach activity may help explain lower engagement, while stronger engagement may help explain improvements in donor response or recurring support.

Use these trends over time to decide where to adjust your outreach strategy.