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?”
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
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.
If Include tax claim amount in giving totals is selected in Settings, Control panel, Giving analysis, Gift Aid, dashboard totals on campaigns, funds, and appeals records Analysis include Tax claim amount. In Gift lists, Amount (total gift amount) excludes Tax claim amount as it displays in a separate column.
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?”
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.
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.
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.
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?”
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.
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.