Year-over-year Fundraising

To access key metrics and insights into fundraising activities, use the Year-over-year fundraising tile on the Home page to see an overview of revenue generated through various campaigns, funds, and appeals, or revenue based on a specific Comparison and Summaries report. This tile features a comparative chart showing the revenue for the current year versus the previous year to give you a clear and immediate insight into the performance and trends of your fundraising efforts.

Tip: This chart displays monthly revenue, not cumulative totals. Expect a dip at the start of each month as revenue resets. On the first day of the month, the report shows month-to-date results for the current year compared to the prior year’s full month. We recommend checking back regularly to track your performance against last year’s results.

If you select to use a Comparison and Summaries report, the tile will display the current year and the previous year regardless of the time periods selected on the report.

Tip: When you set up the report, on the Gift types tab, we recommend you select the same Gift types and settings for Period 1 and Period 2 to ensure a good comparison.