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Donation Analysis

Dashboard in Apteco Orbit · 4 tabs · 23 insights

Who gives, how often, how much, and is that changing? Income is one number. A donor base is a shape, and the shape tells you what to do next.

Request this dashboardLearn to use it
OverviewA fundraiser would use it to understand the whole donor base and pick groups to contact.This YearA fundraiser would use it to track this year's giving month by month and welcome new donors.HistoricCharts show gifts by month across 2024 and 2025, average gift by month, and side-by-side bars for each year showing donor status, donor stages, Capacity Signal, how often people give, first-gift size and whether gifts are going up or down.IndividualCharts show gifts by quarter and the average gift by month.
Donation Analysis · Overview, in Apteco Orbit: The Overview tab, with lifetime giving cards above a grid of charts on when donors last gave, how often, how much, and their status and stage.
Donation Analysis · Overview The Overview tab, with lifetime giving cards above a grid of charts on when donors last gave, how often, how much, and their status and stage. A fundraiser uses it to understand the donor base and pick groups to contact.
Donation Analysis · This Year, in Apteco Orbit: The This Year tab, with cards for giving so far, charts of gifts and new donors by month, first-gift size and a Capacity Signal, and a monthly table.
Donation Analysis · This Year The This Year tab, with cards for giving so far, charts of gifts and new donors by month, first-gift size and a Capacity Signal, and a monthly table. A fundraiser tracks this year's giving month by month and welcomes newcomers.
Donation Analysis · Historic, in Apteco Orbit: The Historic tab, with cards comparing last year with the year before, gifts by month, and paired bars for donor status, stages and giving habits.
Donation Analysis · Historic The Historic tab, with cards comparing last year with the year before, gifts by month, and paired bars for donor status, stages and giving habits. A fundraiser or board member sees how the donor base changed year on year.
Donation Analysis · Individual, in Apteco Orbit: The Individual tab, with a Donor Details card for one supporter beside totals for all giving, gifts by quarter and average gift by month.
Donation Analysis · Individual The Individual tab, with a Donor Details card for one supporter beside totals for all giving, gifts by quarter and average gift by month. A fundraiser filters to one donor and reads their giving story before a call or visit.

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

What it answers

Most charities can say how much came in. Fewer can say how many people gave, how often each one gives, and whether this year's new donors look like last year's. Donation Analysis answers those.

Donation Analysis is the donor and gift dashboard.

4

tabs, each with its own cards and charts

23

insights Orbit works out for it

4

tables it reads: Addresses, Donations, Emails, Supporters

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

  • 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.
  • 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.
  • 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.
  • Giving ConsistencyLooks at how many times a supporter has given relative to how long they have been on file. Someone who has given 10 times over 3 years is more consistent than someone who has given 3 times over 10 years. Placed into groups: Highly Consistent, Consistent, Occasional, or Infrequent. Identify your most reliable givers for sustainer conversion asks. Highly Consistent donors are your best candidates for monthly giving programs.
  • First Gift BandedPlaces each supporter into a group based on the size of their first ever gift. Use in any module to compare long-term performance of donors who entered at different giving levels.
  • Capacity SignalCompares the supporter's largest ever gift to their most recent gift. If the largest is more than double the latest, they are marked as having demonstrated higher capacity. Find donors giving below their demonstrated capacity. A High Capacity signal means they've proven they can give more. Build a targeted upgrade appeal around these supporters.
  • 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.
  • Lifetime Value BandedPlaces each supporter into a value tier based on their total lifetime giving. Use in any module to compare retention, engagement, and giving patterns across value groups.
  • First Donation ValueTakes the earliest all donation amounts across all of the supporter's donations. Understand entry-level giving. Compare first gift amounts across acquisition channels to see which sources bring in higher-capacity donors from day one.
  • 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 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.
  • 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.
  • Smallest Donation ValueFinds the smallest all donation amounts across all of the supporter's donations. Identify the floor of a donor's giving range. Useful for setting minimum ask amounts in targeted appeals.
  • 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.
  • Donations This YearCounts the number of records across all of the supporter's donations. Live year-to-date giving count per donor. Use in any module to track current year engagement as it happens.
  • 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.
  • New donors this yearA list Orbit keeps up to date by itself. Every dashboard tile that counts this list shows the same number, because they all read the same list. Welcome them. Chart them by the month of their first gift, so each new donor counts once.
  • New donors last yearA list Orbit keeps up to date by itself. Every dashboard tile that counts this list shows the same number, because they all read the same list. Last year's new donors: the bottom of the new donor retention sum.
  • First gift dateOrbit lines up each supporter's gifts by date and takes the earliest one. Find new donors by the year of their first gift. Chart new donors by the month of that first gift, so each one counts once.

Fields from your data

  • Supporter IDSupporters
  • Donation IDDonations
  • Donation AmountDonations
  • Donation DateDonations
  • Donor Full NameSupporters
  • Contact TypeSupporters
  • First NameSupporters
  • Last NameSupporters
  • EmailEmails
  • CityAddresses
  • State ProvinceAddresses
  • Postal CodeAddresses
  • Job TitleSupporters
  • Date of BirthSupporters

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 NXT23 of 23
  • Salesforce NPSP23 of 23
  • Salesforce Nonprofit Cloud23 of 23
  • DonorPerfect23 of 23
  • Bloomerang23 of 23
  • Little Green Light23 of 23
  • CiviCRM23 of 23
  • HubSpot23 of 23
  • Givebutter23 of 23

Learn to use it

Overview tells you what kind of donor base you have. This Year tells you whether the new donors coming in are bigger or smaller starters than before. Historic tells you whether the bands are moving the right way. When a band looks wrong (Lapsing growing, Downgraded growing), that band is your next audience.

Learn Mission: Donation Analysis

Watch the lesson · about a minute

Questions people ask

What does the Donation Analysis dashboard show?

Most charities can say how much came in. Fewer can say how many people gave, how often each one gives, and whether this year's new donors look like last year's. Donation Analysis answers those.

Donation Analysis is the donor and gift dashboard.

Which data does it need?

Supporter ID, Donation ID, Donation Amount, Donation Date, Donor Full Name, Contact Type, First Name, Last Name, Email, City, State Province, Postal Code, Job Title, Date of Birth.

Which CRMs does it work with?

How many of its 23 insights each CRM's data can build, by the Field Guide's mapping: Raiser's Edge NXT: 23 of 23; Salesforce NPSP: 23 of 23; Salesforce Nonprofit Cloud: 23 of 23; DonorPerfect: 23 of 23; Bloomerang: 23 of 23; Little Green Light: 23 of 23; CiviCRM: 23 of 23; HubSpot: 23 of 23; Givebutter: 23 of 23.

How do I use it?

Overview tells you what kind of donor base you have. This Year tells you whether the new donors coming in are bigger or smaller starters than before. Historic tells you whether the bands are moving the right way. When a band looks wrong (Lapsing growing, Downgraded growing), that band is your next audience.

How do I get the Donation Analysis 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.

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