Every figure is unioned across all your giving — one-off gifts, mailing responses and recurring-gift payments — so totals reflect every channel, not a single table.
The four themes
The dashboards are grouped by the question they answer:Data health
Can I trust the data? Is the file healthy and growing?
Where income comes from
What drives our income — which donors, campaigns, seasons and gift sizes?
My donor base
Who are our donors, how do they move between segments, and are we over-contacting them?
Growing & keeping value
How do we grow regular giving, retain value, and win back lapsed donors?
How to read any dashboard
KPIs
Headline numbers at the top — the one-glance summary.
Charts & tables
The detail behind the headlines, often filterable by year or channel.
Callouts
Plain-language notes that flag what’s notable and, often, what to do about it.
Donor tiers used throughout
| Tier | Meaning |
|---|---|
| Major | Annual giving at or above your major-donor threshold. |
| Middle | The upper band of single-gift donors, below major. |
| Standard | Single-gift donors below the upper band. |
| Regular giver | On a recurring direct debit / standing order (a cadence, not a value tier). |