Apteco Mission Field Guide Schedule Time with an Apteco Architect Play with a Live System

Campaign Performance

Dashboard in Apteco Orbit · 4 tabs · 14 insights

Which appeals bring in the money, and are this year's on track? Find the appeal that is falling behind in June, not in the December post-mortem.

Request this dashboardLearn to use it
OverviewA fundraiser or board would use it to see which kinds of campaigns bring in the most money and the most donors.This YearA fundraiser or board would use it to check which campaigns are ahead of or behind their goals this year.HistoricA fundraiser or board would use it to see which past campaigns worked best and plan next year.IndividualCharts show gifts by quarter and money raised by each campaign.
Campaign Performance · Overview, in Apteco Orbit: The Overview tab, with headline cards for all campaigns ever, charts splitting money and donors by campaign type, and a top campaigns table.
Campaign Performance · Overview The Overview tab, with headline cards for all campaigns ever, charts splitting money and donors by campaign type, and a top campaigns table. A fundraiser or board member sees which kinds of campaigns bring in the most money and donors.
Campaign Performance · This Year, in Apteco Orbit: The This Year tab, with headline cards for the year so far, bars showing each campaign against its goal, and new and returning donors by month.
Campaign Performance · This Year The This Year tab, with headline cards for the year so far, bars showing each campaign against its goal, and new and returning donors by month. A fundraiser checks which campaigns are ahead of or behind their goals this year.
Campaign Performance · Historic, in Apteco Orbit: The Historic tab, with headline cards across the top, a bar chart comparing past years and a ranked list of campaigns against their goals.
Campaign Performance · Historic The Historic tab, with headline cards across the top, a bar chart comparing past years and a ranked list of campaigns against their goals. A fundraiser uses it to see which past campaigns worked best before planning next year.
Campaign Performance · Individual, in Apteco Orbit: The Individual tab, with a Donor Details card for one supporter beside totals for all giving, gifts by quarter and income by campaign.
Campaign Performance · Individual The Individual tab, with a Donor Details card for one supporter beside totals for all giving, gifts by quarter and income by campaign. A fundraiser looks up a donor before a call and sees how they fit the bigger picture.

Sample charity: the people and numbers in these screens are made up, so the picture shows the tool, not a result.

What it answers

Campaign results often live in the email tool, the giving platform and a spreadsheet of goals. Campaign Performance joins them: every gift carries its campaign, so every campaign has a result.

Campaign Performance has four tabs.

4

tabs, each with its own cards and charts

14

insights Orbit works out for it

3

tables it reads: Campaigns, Donations, Supporters

2

pathways use it

What it is built from

Every insight is worked out by Orbit for every supporter. Click one to read it in the Field Guide.

Insights

  • Lifetime ValueAdds up all donation amounts across all of the supporter's donations. Group your donors by total giving to prioritize stewardship. Identify your top 10% of lifetime givers for personal thank-you calls or major gift cultivation.
  • Latest Donation DateTakes the most recent all donation dates across all of the supporter's donations. Quickly see who has given recently and who has gone quiet. Separate active donors from lapsed donors in any campaign list.
  • First Donation DateLooks up the date of the supporter's very first donation. Compare retention rates between donors who started giving in different years. See which campaigns brought in the most loyal supporters over time.
  • Latest Donation ValueTakes the most recent all donation amounts across all of the supporter's donations. Compare a donor's most recent gift to their history. Use alongside Giving Trend to spot donors whose giving is climbing or declining.
  • Largest Donation ValueFinds the largest all donation amounts across all of the supporter's donations. See the peak gift a donor has ever made. When their latest gift is much lower than this, it signals recoverable capacity for a targeted upgrade ask.
  • Number Of Lifetime DonationsCounts the number of records across all of the supporter's donations. Group by engagement depth. Donors with 1 gift need a different retention strategy than donors with 10+. Build different stewardship journeys for each group.
  • Average Lifetime Donation ValueAverages all donation amounts across all of the supporter's donations. Set personalized ask strings in appeals. A donor averaging $250 should see different suggested amounts than a donor averaging $50.
  • Days Since Last DonationCounts the number of days between Latest Donation Date and today. The core recency metric. Use to trigger automated re-engagement sequences at 365, 545, and 730 days, or to prioritize phone outreach to recent lapsers.
  • Donor StatusCategorizes supporters based on days since their last gift. Active = within 1 year, Lapsing = 1-2 years, Lapsed = 2-3 years, Deeply Lapsed = 3+ years, Never Given = no donation on record. Sort any report by Active, Lapsing, Lapsed, or Deeply Lapsed. The starting point for year-end appeals or re-engagement campaigns.
  • Donor Development StageLooks at three things: whether the donor has ever given, how many times they have given, and how recently. Based on those answers, places them into a stage: Non Donor, New Donor, Lapsed First Gift, Developing, Established, or Loyal. Build lifecycle-specific journeys. New donors get a welcome series, Developing donors get deepening asks, Loyal donors get recognition and legacy giving conversations.
  • Giving TrendCompares the supporter's most recent gift to their lifetime average. If the latest gift is 25%+ above average, they're Trending Up. Within 25% either way is Stable. Below 75% of average is Downgraded. Spot donors trending up for upgrade conversations. Spot donors trending down for stewardship calls before they lapse.
  • Returning Donor FlagChecks whether the supporter has given more than once. Split reports between first-time and returning donors to measure retention separately from acquisition. Use in board reporting to show the health of your donor base.
  • Donor RetentionUses Returning Donor Flag: one gift ever goes in New Supporters, two or more in Returning Supporters. Split one-time donors from repeat donors in any chart, like New vs Returning Donors on Campaign Performance. For the share of last year's donors who gave again this year, use the Retained donors audience divided by Gave last year.
  • Number Of CampaignsCounts the number of distinct values for all caName across all of the supporter's donations. See how many campaigns each donor has responded to. Multi-campaign responders are more engaged and may be ready for deeper cultivation.

Fields from your data

  • Campaign Goal RevenueCampaigns
  • Campaign NameCampaigns
  • Campaign StatusCampaigns
  • Campaign TypeCampaigns
  • Donation SourceDonations
  • Donation AmountDonations
  • Donation DateDonations
  • Supporter Full NameSupporters
  • Contact TypeSupporters
  • Do Not EmailSupporters
  • Do Not MailSupporters
  • Do Not PhoneSupporters
  • Do Not SMSSupporters
  • Do Not TradeSupporters
  • First Name
  • Supporter ID
  • Last Name
  • Is Opt OutSupporters
  • Job TitleSupporters
  • Date of Birth

Which CRMs can feed it

The Field Guide maps every insight to the fields each CRM keeps. This is how many of this dashboard's insights each one can build.

Filter the Field Guide by your CRM

  • Raiser's Edge NXT14 of 14
  • Salesforce NPSP14 of 14
  • Salesforce Nonprofit Cloud14 of 14
  • DonorPerfect14 of 14
  • Bloomerang14 of 14
  • Little Green Light14 of 14
  • CiviCRM14 of 14
  • HubSpot14 of 14
  • Givebutter14 of 14

Pathways that use it

Each pathway reads this dashboard's numbers, then acts on them.

  • Cost to Acquire a SupporterWhat each campaign and channel really costs per new supporter, next to what those supporters give in their first year.
  • Channel EffectivenessWhich channels win the first gift, and which keep supporters giving, side by side, every month.

Learn to use it

Mid-year, open This Year and read Goal Progress: anything far behind gets attention now, not at year end. Before planning next year, open Historic and compare Goal Achievement by Campaign across two years. A campaign that wins twice is a keeper.

Learn Mission: Campaign Performance

Watch the lesson · about a minute

Questions people ask

What does the Campaign Performance dashboard show?

Campaign results often live in the email tool, the giving platform and a spreadsheet of goals. Campaign Performance joins them: every gift carries its campaign, so every campaign has a result.

Campaign Performance has four tabs.

Which data does it need?

Campaign Goal Revenue, Campaign Name, Campaign Status, Campaign Type, Donation Source, Donation Amount, Donation Date, Supporter Full Name, Contact Type, Do Not Email, Do Not Mail, Do Not Phone, Do Not SMS, Do Not Trade, First Name, Supporter ID, Last Name, Is Opt Out, Job Title, Date of Birth.

Which CRMs does it work with?

How many of its 14 insights each CRM's data can build, by the Field Guide's mapping: Raiser's Edge NXT: 14 of 14; Salesforce NPSP: 14 of 14; Salesforce Nonprofit Cloud: 14 of 14; DonorPerfect: 14 of 14; Bloomerang: 14 of 14; Little Green Light: 14 of 14; CiviCRM: 14 of 14; HubSpot: 14 of 14; Givebutter: 14 of 14.

How do I use it?

Mid-year, open This Year and read Goal Progress: anything far behind gets attention now, not at year end. Before planning next year, open Historic and compare Goal Achievement by Campaign across two years. A campaign that wins twice is a keeper.

How do I get the Campaign Performance dashboard?

Send a request with the form on this page. An Apteco Architect gets in touch to set it up with you. To learn it first, open the course stop.

Request this dashboard

Tell us who you are and what you need. An Apteco Architect gets your request and gets in touch to set it up with you.

Clients, partners and Apteco offices are all welcome.

We use what you send only to reply to you. Privacy

The standard dashboards

All Mission Resources