Fund Record Analysis

The Analysis tab gives you a visual view of fund 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 fund 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, interactive dashboard

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

This layout helps you explore fund performance without rebuilding reports or switching pages.

Filters

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

  • Use the Gift date filter to focus your analysis on a specific time period. By default, the Analysis tab shows At any time to support longer-term trend analysis.

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

What Each Analysis Tile Shows

Gifts By Constituent Code

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

Use it to:

  • See which audiences are driving fund revenue

  • Compare participation and dollars across segments

  • Identify donor groups to prioritize in future outreach

This view helps you answer questions like, “Who is really supporting this fund?”

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 stewardship and messaging are producing the intended gift profile

  • Inform cultivation and upgrade strategies

It’s especially useful for shaping donor growth planning tied to the fund.

Donors By Cumulative Giving

This tile segments donors based on their cumulative giving to the fund.

Use it to:

  • Identify high-value donor cohorts

  • Spot mid-level growth opportunities

  • Understand long-tail donor 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 one-time gifts, recurring gifts, and pledges.

Use it to:

  • Understand the fund’s revenue mix

  • Assess predictability and timing of revenue

  • Align fundraising and finance expectations around realization

This chart helps distinguish immediate revenue from future-oriented commitments.

Received And Projected Revenue By Month

This tile compares received and projected revenue month by month.

Use it to:

  • Track pacing and seasonality

  • See where the fund is ahead of or behind expectations

  • Identify months that may need outreach or operational adjustments

It’s ideal for answering, “Where are we underperforming — or outperforming — right now?”

Cumulative Received And Projected Revenue

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

Use it to:

  • Evaluate overall momentum toward fund goals

  • Understand longer-term performance trends

  • Support planning, forecasting, and leadership updates

This chart often serves as the headline view, with the 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 received and projected 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 — supporting smarter decisions about stewardship, outreach, and strategy.