Evaluate Donor Engagement and Revenue Performance for Donation Forms

From Online Giving, Overview, view Intelligent analysis summary to understand your donor engagement and revenue trends. It highlights key performance indicators and provides context for how your organization’s fundraising activity performed during the year, last month, and yesterday.

Key metrics:

• Average gift shows how the typical gift compares to year‑to‑date (YTD) results.

• Conversion rate shows the percentage of supporters who responded to your solicitations. Conversion rate historical data starts with June 2025.

• YTD raised shows how your cumulative revenue compares to the same period last year.

You can use the Year to date, Last month, and Yesterday views to:

• Identify where engagement increased or decreased.

• Evaluate conversion patterns starting with available historical data from June 2025.

• Determine how revenue growth aligns with year‑to‑date goals.

To review ways to further analyze trends, select Explore more ways to analyze your fundraising performance. Chat for Blackbaud AI will open and give you suggestions to help optimize your fundraising strategies.

Tip: The summary is available only if your organization enables Generative AI features and you have permission to use them.