Overview
The headline health check on your file — whether your active base and income are holding up, growing, or slipping, and how this year compares to last. KPIs- Donors still giving — count of donors with a gift in the active window.
- Donors gained or lost vs. last year — net change in active donors against the same point last year.
- Income gained or lost vs. last year — net change in income against last year.
- Active donor tiers (when tier data is present) — counts for Standard / Middle / Major / Regular givers.
- Active donors — monthly with 12-month rolling average — bars are monthly active donors; the line smooths seasonality to show the underlying trend.
- Monthly income with 12-month rolling average — the same treatment for income.
- Donor segments — Total / Active / Inactive / Monthly (subscription) / Sporadic, with donor counts and average donation.
- Year-on-year comparison — period, active donors, total income, and YoY % change.
Screenshot to add — Overview: KPI row + active-donor tiers, and the monthly trend charts.
Data coverage
A transparency view, primarily for you and your Allyy account manager, confirming the data landed correctly. KPIs (per selected table) — Type, Rows, Date range, and Span (days). Charts- Null rate per column — missing-value rate, to spot gaps.
- Records per month — volume over time.
- Response outcomes per month — how responses break down (for response-type tables).
- Summary — per source: rows, date min/max, span, positive/response rate, total amount.
- Entity breakdown — the top entities in the table.
Screenshot to add — Data coverage: the per-source summary table and a per-table drill-down (KPIs + monthly volume).