Giving Level Analysis for Campaigns, Funds, or Appeals

To analyze the type of gifts — and how much — constituents give in response to an appeal or toward a campaign or fund, you can quickly view a breakdown of the ranges of its gift amounts on its record or analyze giving across all your active campaigns, fund, or appeals.

Tip: With the Revenue type filter, you can choose whether to analyze revenue received through cash-in-hand giving or committed through pledges and matching gifts. For more information, see Revenue and Recognition.

Tip: To view a list of gifts included in the number-crunching, select the total or metric. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.

If a campaign, fund, or appeal struggles to resonate with constituents, consider these best practices:

Tip: For a quick pulse-check of the size of gift the campaign, fund, or appeal attracts, compare its average and median gift amounts. For more information, see Campaign Summary, Fund Summary, or Appeal Summary.

For details about a campaign, fund, or appeal, select its description to open its record. For more information, see Campaign Records, Fund Records, or Appeal Records.

Note: Hang tight! It may take up to three hours for these metrics to update based on new or edited information. If no one at your organization has used the reports in over a month, the initial data refresh might take up to 24 hours.