The lesson
The free Donation Analysis and Instant Insights dashboards run on three fields:
- Supporter ID: who gave.
- Donation Amount: how much.
- Donation Date: when.
No names, no addresses, no personal details. From those three columns Mission builds Donor Status, Donor Development Stage, Giving Trend, Rhythm Drift Score and dozens more. The gift Behaviours in Orbit, like Gifts last year and First gift date, need nothing else either.
Three columns is the floor, not the ceiling. Events, volunteering, grants and campaigns each add their own insights when you connect them.