Campaign Performance Review

New Prompt chain

See how your campaigns are performing against their fundraising goals, and get concrete strategies to close any gap. This workflow moves from a full revenue breakdown by campaign, to a clear goal-versus-actual comparison for the campaign you want to dig into, to targeted recommendations for improving what's underperforming.

Start broad by asking for a revenue breakdown across all your campaigns, so you can see where performance stands overall and spot the ones that may need attention. Then narrow your focus by naming a specific campaign, appeal, or fund, whether you already had it in mind or spotted it in the first response, to see how it's tracking against its goal. Once you know where the gap is, ask for strategies to close it and turn that insight into action.

You don't have to start with the full breakdown. If you already know which campaign, appeal, or fund is underperforming, jump straight to checking it against its goal instead.

Tip iconTip: If your organization's fiscal year doesn't run January through December, say "2025 fiscal year" rather than just "2025", so Chat for Blackbaud AI applies the correct 12-month date range.

Note: Not every campaign, appeal, or fund has a goal set. If a response can't compare received revenue against a goal, check whether one exists on that record before assuming something went wrong.

Prompt

Show me total received revenue by campaign for the [CALENDAR OR FISCAL YEAR].

Check whether a specific campaign, appeal, or fund met its fundraising goal.

Did the [CAMPAIGN, APPEAL OR FUND NAME OR ID] come in below the [CALENDAR OR FISCAL YEAR] and did we meet our goal and by how much?

Get strategies to close the gap.

What are some strategies to improve the [CAMPAIGN, APPEAL OR FUND NAME OR ID]'s performance?

Sample Response

Prompt 1

Prompt 2

The Fall Gala came in below goal for 2025. The campaign's goal was $75,000, and it received $58,900 in total revenue, a shortfall of $16,100.

Prompt 3

Here are the most relevant strategies to improve the Fall Gala:

  • Focus on major gift prospects already connected to the campaign

  • Re-engage lapsed and undergiving donors

  • Build segmented cultivation plans for top, mid-level, and lapsed supporters

  • Make stronger, more specific asks tied to campaign impact

  • Use optimized opportunities for high-value prospects

  • Reconnect with previous supporters through a LYBUNT-style approach

If you'd like, I can help you turn this into a practical campaign turnaround plan for Playground.