Appeal Record Overview Tab

The Overview area of the appeal record gives you a clear, high‑level snapshot of how an appeal is performing without digging into detailed reports. It brings together key metrics, trends, and appeal details in one place so you can quickly understand how a specific solicitation is driving giving.

Use the Overview to answer questions like:

  • How much revenue has this appeal generated so far?

  • Is the appeal on track to meet its goal?

  • When are gifts and donors responding to this appeal?

  • What does overall appeal performance look like right now?

All tiles on the Overview tab are interactive and designed to help you monitor appeal performance at a glance.

Filters

At the top of the page, filters let you control what data you’re viewing across the Overview tab.

  • Use the Gift date filter to focus your analysis on a specific time period, such as This Fiscal Year (default), Last Fiscal Year, This Calendar Year, or Last Calendar Year.

  • Use the Revenue type filter to choose whether to include only received revenue from cash-in-hand giving or to also include committed revenue from pledges and matching gifts. By default, results show Received revenue.

As you change filters, all tiles update instantly so you can compare appeal performance across time periods or revenue contexts without leaving the page.

Tip: Filters are cumulative. For example, selecting both a revenue type and a date range shows only gifts of that type and within the selected time period.

Overview Tiles

Gifts

This tile shows how donors are giving to the appeal and what a typical gift looks like. Use it to quickly understand whether the appeal is driven by many smaller gifts, fewer larger gifts, or a mix of both.

If there’s no giving activity in the selected period, values display as 0 with the appropriate currency symbol.

Basic Information

This tile shows the essential details that define the appeal, such as its description, dates, category, goal, and whether the appeal is active or inactive.

If you have permission, you can:

  • Select Edit to update appeal details

  • Select Delete to remove the appeal

Keeping this information visible helps ensure you always have the right context while reviewing performance.

Revenue By Month

This tile shows when revenue is coming in by displaying the actual revenue collected each month based on the selected filters.

Use it to:

  • Identify peak response periods

  • Spot seasonal or mailing-based trends

  • Understand appeal momentum over time

If there’s no revenue in the selected period, a message appears.

Progress To Goal

This tile shows how close the appeal is to reaching its fundraising goal.

You’ll see the total amount raised for the selected date range, progress toward the goal, and the goal amount when one is set. If no gifts exist yet, values display as 0.

Select Total gifts to open a flyout where you can browse the underlying gift records.

Tip: To change the appeal goal, edit the appeal from the Basic Information tile.

Cumulative Revenue

This tile shows how revenue builds over time by displaying a running total of revenue month by month.

Use it to:

  • Visualize growth across the life of the appeal

  • Track momentum across solicitation cycles

  • See progress toward the goal in context

If there’s no revenue in the selected period, a message appears.

Summary

Use the appeal’s Summary note to capture important context — such as messaging strategy, target audience, key mailing dates, or known performance considerations.

You can add or edit the summary at any time so metrics don’t lose their meaning.

Donors By Month

This tile shows how donor engagement changes over time by displaying the number of unique donors who gave in each month.

Use it to:

  • Monitor donor participation

  • Identify high-response periods

  • Understand whether revenue changes are driven by donor volume or gift size

If no donors exist in the selected period, a message appears.

Tips For Getting The Most Value

  • Compare performance by switching date ranges or revenue types

  • Review progress shortly after appeal launches or major drops

  • Watch donor trends to understand response behavior over time

  • Capture strategy notes so performance data stays meaningful

  • Keep appeal details current so reporting and analysis remain accurate