Subscriptions
The health of your regular-giving (direct debit / standing order) base. KPIs — active regular givers, committed income, attrition rate, and average gift size. Charts — monthly net change in both count and committed income (starters vs cancellations, with a net line); attrition by tenure (where in the lifecycle cancellations cluster); and how donors convert to regular giving (conversion rate + when in their journey they converted). Controls — a date-range slider, and an acquisition-cohort selector on the conversion funnel.Screenshot to add — Subscriptions: KPI row + monthly net change + attrition-by-tenure.
Donor value movement
Who moved up or down a tier from last year to this year. KPIs — the share of donors who moved up / stayed / moved down / lapsed. Charts — a tier-transition matrix (last year → this year), with upgrade candidates surfaced.Screenshot to add — Donor value movement: the tier-transition matrix.
Lapsed donors
The win-back opportunity, sized. KPIs — total lapsed donors, potential recovery revenue (at an assumed reactivation rate), and a highlight on lapsed middle donors. Charts — lapsed donors by band (warm → cooling → cold), with projected recovery revenue. Tables — the bands detail.Screenshot to add — Lapsed donors: KPI row + lapsed-by-band charts.
Cohort retention
Whether your supporters stick around — tracked by the year they were acquired. KPIs — donors in the selected tier. Charts — a retention matrix and heatmap: for each acquisition year, the share still giving in later years. Controls — a tier selector (split by lifetime-value tier), with the LTV cut-offs shown.Screenshot to add — Cohort retention: the retention heatmap.
Donor trajectory
How giving evolves over a donor’s lifetime. KPIs — donors in the selected tier. Charts — median and mean gift by years since first gift, per value tier; and, for top-tier donors, an origin breakdown (always major vs grew into it). Controls — a tier selector, with the LTV cut-offs shown.Screenshot to add — Donor trajectory: the giving-trajectory chart + origin breakdown.