Top Campaigns Analysis for a Fund or Appeal

Funds and appeals can help direct gifts toward specific campaigns, which represent your overall fundraising efforts or initiatives. For example, a capital campaign for a new building may use separate funds for its design, construction, and landscaping and appeals to ask for gifts for each cause or the overall initiative. On the record of a fund or appeal, its top-grossing campaigns over the past five years appear under Top campaigns. For each campaign, you can view:

To track the campaign's success, Revenue provides how much it raised through the fund or appeal.

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

To view a list of gifts the fund or appeal acquired for a campaign, select this amount. 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.

To help motivate fundraisers and track their effectiveness, your organization may set goals to raise toward specific campaigns. If your organization sets goals for raise for campaigns, Goal provides the target amount to raise.

To help track the effectiveness of the campaign:

  • % of goal provides the percentage of the campaign's goal amount its total gifts raised.

  • Over (Under) provides how much the campaign's total gifts exceed (or fall short of) its goal.

With this information, you can quickly compare the effectiveness of the fund or appeal for each campaign and identify which it impacts the most. If the fund or appeal struggles to drive gifts to a campaign, consider these best practices:

Tip: For deeper analysis of a campaign, select its name to open its record. For more information, see Campaign 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.