Good to know!

  • Fundraising Intelligence comes standard with dashboard and report templates
  • To edit or share a template dashboard, you'll first need to Duplicate the template

Template Dashboards

Donations | Activity
Displays many widgets for donation activity monitoring. Use this to gain insights into donation performance over a specific timeframe. Growth metric represents growth over the previous time period, based on the donation date filtered range.

P2P | Activity
Displays many widgets for peer-to-peer fundraising activity monitoring. Use this to
gain insights into peer-to-peer performance metrics over a specific timeframe.

Template Reports

Donors | LYBUNTY
Last Year But Unfortunately Not This Year. A standard report that identifies donors who have given in the previous year, but not yet in this year. Use this report to identify your lapsed donors.

Donors | SYBUNTY
Some Year But Unfortunately Not This Year. A standard report that identifies donors who have given in any previous year, but not yet in this year. Use this report to identify your lapsed donors.

Donors | YoY
Displays all your donors with their total donations amounts by year. Use this report to identify trends in increases or decreases in your donors annual giving.

Donors | by Date
Displays donors who donated during a custom time period. For example, use this report to see "Donors this month" or "Top donors last year".

Donations | URL Metrics
Displays an overview of donation performance by URL. Use this to see your most valuable pages on your website and see opportunities for directing traffic to maximize donation performance.

Donations | MoM
Displays several donation performance metrics for each month within the filtered date range. Use this to track your donation statistics over time - a great report for a board meeting.

Donations | Historic YoY
Displays top level donation performance for each year. Use this to see your annual growth since the beginning of time.

P2P | Fundraisers YoY
Displays the total fundraised amount for each fundraiser by year. Use this report to identify trends in increases or decreases in your fundraisers annual impact.

P2P | Fundraisers by Date
Displays fundraisers who have transacting pages during a custom time period. For example, use this report to see "Fundraisers this month" or "Top Fundraisers last year".

P2P | Fundraiser Page Master
Displays an extensive set of data points for each fundraising page.

P2P | Donations by Fundraiser
Displays individual fundraising pages with each donation occurring on the page during the filtered donation date timeframe.

P2P | Donations by Team
Displays team fundraising pages with each donation occurring on the page during the filtered donation date timeframe.


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