Understand Giving Trends with Performance Summary

The Performance summary enables you to track results across all donation forms. From Online Giving, Overview, you can view the results under Performance summary.

Use the chart to compare your fundraising performance across a period of time, by gift type, and amount raise versus . These charts help you evaluate a specific time period of activity, identify seasonal patterns, and monitor progress toward your goals.

Tip: To change the time period for the charts, you can filter by Time range and Gift type.

What the Performance Summary Charts Display

The charts displays two lines, one for each time period you filter for. Each point represents the totals for a specific month. When you select a point, the chart shows the following details:

• Amount raised

• Average gift amount

• Number of gifts

These values help you understand how donor behavior changes throughout the time period you chose.

Note: Changes made to a gift after the initial transaction, such as a refund are not reflected in the charts.

The charts and summary details can help you answer questions such as:

• How does this year’s giving compare to the previous year?

• Which months show the strongest or weakest performance?

• Are average gift amounts increasing?

• Are gift counts rising, stable, or declining?

Tip: To view similar details for a specific donation form select the form from Online Giving, Donation forms. Under Performance, view the Performance summary chart.