Campaign Record Analysis Tab

The Analysis tab gives you a visual view of campaign performance, helping you quickly spot trends, understand donor behavior, and track revenue movement over time. Instead of scanning rows of data, you can use charts to see patterns, compare segments, and make informed decisions based on how the campaign is actually performing.

Use this tab when you want to move from “What happened?” to “Why is it happening?” and “What should we do next?”

What You’ll Find on the Analysis Tab

The Analysis tab brings together key visual insights in one place:

  • Filters at the top apply to all charts on the page

  • Charts focused on giving patterns, donor behavior, and revenue performance

  • A responsive dashboard

  • Saved preferences for tile expansion and collapse, so the layout stays the way you like it

Filters

At the top of the page, the filters let you control what data you’re looking at across the dashboard.

  • 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, the tiles update instantly so you can easily compare performance across time periods or revenue types without leaving the page.

What Each Analysis Tile Shows

Giving by constituent code

This tile shows how campaign giving is distributed across constituent code groups.

Use it to:

  • See which audiences are driving campaign revenue

  • Compare participation and dollars across segments (for example, alumni, parents, foundations)

  • Identify audiences to prioritize in future outreach

This view helps you answer questions like, “Who is really powering this campaign?”

Gifts by gift amount

This tile groups gifts into amount ranges to show how giving is distributed by size.

Use it to:

  • Understand whether results are driven by many small gifts, mid‑level gifts, or major gifts

  • Validate whether campaign messaging is producing the intended gift profile

  • Inform cultivation and upgrade strategies

It’s especially useful for shaping pipeline and donor growth planning.

Donors by cumulative giving

This tile segments donors by their total giving contribution.

Use it to:

  • Identify high‑value donor cohorts

  • Spot mid‑level growth opportunities

  • Understand long‑tail participation

This view focuses on donor quality and engagement, not just gift count, making it valuable for stewardship and retention planning.

Gifts by gift type

This tile shows how gifts are distributed across gift types, such as cash, pledges, or other configured classifications.

Use it to:

  • Understand the campaign’s revenue mix

  • Assess risk and timing based on gift type

  • Align advancement and finance expectations around realization

This chart is especially helpful for understanding how much revenue is immediate versus future‑oriented.

Received & projected revenue by month

This tile compares received and projected revenue month by month.

Use it to:

  • Track pacing and seasonality

  • See where the campaign is ahead of or behind plan

  • Identify months that may need operational adjustments

It’s ideal for answering, “Where are we underperforming (or overperforming) right now?”

Cumulative received & projected revenue

This tile shows the running total of received and projected revenue over time.

Use it to:

  • Evaluate overall momentum toward campaign goals

  • Understand long‑term trajectory rather than isolated monthly results

  • Support executive‑level updates and planning conversations

This chart is often the headline view, with other tiles helping explain why it looks the way it does.

How the Tiles Work Together

The Analysis tab is most powerful when tiles are used in combination:

  • Gifts by gift amount + Donors by cumulative giving

    Reveal donor distribution and quality.

  • Gifts by gift type + Revenue by month

    Explain monthly volatility and pacing.

  • Cumulative revenue

    Acts as the overall trend line, with other tiles providing the detail behind it.

Together, these views help turn visual patterns into actionable insight.