Campaign Record Overview

The Overview tab on the campaign record gives you a clear, high‑level snapshot of how a campaign is performing without having to dig into detailed reports. It brings together key metrics, trends, and campaign details in one place so you can quickly answer questions like:

  • How much have we raised so far?

  • Are we on track to hit our goal?

  • When are gifts and donors coming in?

  • What’s the overall health of this campaign?

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

Filters

At the top of the page, filters let you control which gifts are included in the dashboard metrics.

By default, metrics include all cash-in-hand giving received through the fundraising effort. Use filters to focus your analysis.

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 dashboard tiles update instantly so you can easily compare performance across time periods or revenue types 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 give to the campaign and what a typical gift looks like. If there’s no data yet, values display as 0 (with the appropriate currency symbol). Use this tile to quickly spot giving patterns and understand whether your campaign is driven by many small gifts, fewer large gifts, or a mix of both.

Basic info

This tile shows the essential details that define the campaign.

If you have permission, you can:

  • Use Edit to update campaign details, including mark a campaign as active or inactive

  • Use Delete to remove the campaign

This tile keeps critical campaign context visible while you’re reviewing performance.

Revenue by month

This tile shows when revenue comes in over time by displaying the actual revenue collected each month for the selected campaign and filters.

Use it to:

  • Identify peak giving months

  • Spot seasonal trends

  • Understand campaign momentum

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

Progress to goal

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

You’ll see the total amount raised for the selected date period. You’ll also see progress toward the campaign goal and the goal amount, if one is set. If no gifts exist yet, values display as 0. When you select Total gift, a flyout appears for you to browse gifts.

Tip: If you need to change the campaign goal, go the Basic info tile on the Overview tab and edit the campaign details.

Cumulative revenue

This tile shows how revenue builds over the life of the campaign by displaying a running total of revenue received month over month, helping you:

  • Visualize growth over time

  • Track momentum

  • See progress toward your goal in context

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

Summary

Use the campaign’s Summary note to capture context — such as the campaign’s purpose, timeline, or major milestones. You can add or edit notes at any time, making this a shared space to document what’s happening and why.

Donors by month

This tile shows how donor engagement changes over time by displaying the number of unique donors contributing each month, helping you:

  • Monitor donor participation

  • Identify high‑engagement periods

  • Understand whether the donor base is growing or steady

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

  • Check progress often to ensure the campaign stays aligned with goals

  • Watch donor trends to understand engagement patterns

  • Document context in the Summary so metrics don’t lose their meaning

  • Keep campaign details current so reporting stays accurate