Fundraising Insights makes it easy to build fundraising reports, track changes over time and compare different groups of donors and channels.
Fundraising Insights simplifies the process of analyzing your fundraising data by bringing all relevant metrics into on screen. With this tool, you can define your audience, select campaigns, and customize your view based on channels or categories.
Key Features
- Unified Data View: Access all your key metrics on one screen, reducing the need to switch between different reports.
- Audience Customization: Select and filter your audience based on specific campaigns or smart audiences.
- Flexible Grouping and Metrics: Choose how to group your data and which metrics to display, such as donor count, average gift size, and major gifts.
How to Use Fundraising Insights
- Locate the Feature
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Login to Dataro and hover over "Reports" on the left hand navigation bar. Select "Fundraising Insights"
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Define Your Audience
- Select "+ add audience" on the right to find the audience you want to analyze. This could be by Campaign, Saved Audience, Smart Audience, or an uploaded Audience.
- Select "+ add audience" on the right to find the audience you want to analyze. This could be by Campaign, Saved Audience, Smart Audience, or an uploaded Audience.
- Customize Your View
- Choose which channels or categories to include or exclude. This allows you to focus on specific aspects of your fundraising efforts. Learn about channels & categories here. You will only see Categories and Channels that have been used in your campaign tagging.
- Choose which channels or categories to include or exclude. This allows you to focus on specific aspects of your fundraising efforts. Learn about channels & categories here. You will only see Categories and Channels that have been used in your campaign tagging.
- Save and Export Reports
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- Once you've customized your view, save your report for future use, share it with your team or download it for use offline.
- Once you've customized your view, save your report for future use, share it with your team or download it for use offline.
Best Practices
- Start Broad, Then Narrow: Begin with a broad audience and gradually narrow down your view as you identify key trends.
- Identify Campaigns: Use the search functionality to quickly and easily find your campaign, then hit select all to see your report.
Troubleshooting
- Missing Channels or Categories: If certain channels are missing, ensure that the correct tags are applied in your campaign tagging. Sometimes, data issues can prevent channels from appearing.
With Fundraising Insights, you can streamline your fundraising analysis and make more informed decisions. Dive in, explore, and let the data guide your next move!