Use this link to share with your colleagues:
Add-On Reports and Dashboards for Development: https://help.pm.leapevent.tech/a/1109660
Analytical reports and dashboards in PatronManager are the way to track progress toward a goal, solve a problem, or get a big-picture understanding of your patron data. We've designed a group of reports and dashboards to improve you view of your fundraising data.
If you're interested in these add-on dashboards or reports, head over here for instructions on installing the PatronManager Donation Reporting Add-ons package.
First time using dashboards? Check out our Introduction to Dashboards article to get your feet wet.
Donor Giving Analysis Dashboard
This report is based on a customizable formula called "Giving Analysis" that compares what a donor has given this fiscal year versus last fiscal year. Use it for high-level development research, such as:
- Overall donor retention
- % of donors who increased their giving since last year
- % of donors who decreased their giving since last year
After installation, configure this dashboard by following the steps in this article.
If you're looking for an LYBUNT report, try out CRM Snapshots! The Donor Giving Analysis Report is more for an overall glance at your donor base, rather than the specifics you'll find on the LYBUNT snapshot.
Donor Percentage Analysis Report
For an even deeper analysis, this report shows you the distribution of donations amongst your complete donor base. For example, the report below shows that the top 5% of this organization's donors has given 67% of the total donations for the fiscal year.
Development Progress Dashboard
An exciting-looking dashboard, full of gauges that track your progress towards fundraising goals in different areas:
At the beginning of each fiscal year, the dashboard will automatically reset. You can adjust the goals and groupings for each dashboard element whenever you need to.
Top Donors Dashboard
Your Major Gifts Officer probably knows who your top ten donors are, but do other people at your organization? This dashboard gathers data about lifetime donation history and groups the top ten donors in various configurable categories into a neat "leader board".
