Income concentration
How much of your income rests on a small number of donors — your concentration risk. KPIs — share of income from your top 1% / 10% / 25% of donors, and a Gini measure (0 = perfectly even giving, 1 = all income from one donor; higher = more concentrated). Charts — a Lorenz curve (cumulative income vs cumulative donors; the further it bows from the diagonal, the more concentrated). Tables — income by donor tier (donors, total income, mean gift, % of file, % of income). Controls — a year selector.Screenshot to add — Income concentration: KPI row + Lorenz curve.
Campaign attribution
Which campaigns actually drove giving, with gifts matched to a mailing within an attribution window. Charts — attributed income per campaign (top N, filterable by channel). Tables — per-campaign detail with optional response rates, plus a by-channel comparison (total / median income per channel).Screenshot to add — Campaign attribution: top campaigns by attributed income + channel comparison.
Income seasonality
When income arrives across the year — and how exposed you are to a single period. KPIs — peak month and its share of annual income, plus the Nov–Dec concentration. Charts — a monthly income heatmap (absolute and % of annual), and a year-overlay line of monthly patterns across years.Screenshot to add — Income seasonality: monthly heatmap + year-overlay.
Gift distribution
Where donors are giving now — the spread of gift sizes. Charts — a histogram of gift amounts, and a year-on-year change by band. Tables — the most common gift amounts (count and % of total). Controls — a year selector.Screenshot to add — Gift distribution: histogram + YoY change by band.
Income waterfall
The single most useful “what happened to our income?” view — it decomposes the change between two periods into drivers. KPIs — net income change (with %), opening and closing income, and a biggest-lever callout naming the bucket that moved the total most. Chart — the waterfall: Opening → + New → + Reactivated → + Upgrade → − Downgrade → − Lapsed → Closing. Green steps add income, red remove it. Detail — the same waterfall per segment (subscription, sporadic, large + middle donors), with a per-bucket breakdown (amount and donor count). Controls — rolling-12-months vs calendar-year view, with a year selector.Screenshot to add — Income waterfall: the overall waterfall + an expanded per-bucket breakdown.