Mission Resources

• Charity OverviewWhat does each tab of Charity Overview tell you, and which tile do you read first?Request
• Donation AnalysisWho gives, how often, how much, and is that changing?Request
• Campaign PerformanceWhich appeals bring in the money, and are this year's on track?Request
• Instant InsightsWho needs you this week, who is drifting, and who could give more?Request
• Jumping Off MetricsWhat are the handful of numbers a board should watch every quarter?Request
• Grant TrackingWhich applications are out, what is likely to come in, and which funders stay with us?Request
• Event InsightsWho comes to our events, do they come back, and do they ever give?Request
• Volunteer InsightsHow many volunteers do we have, how many come back, and how many also give?Request
• Volunteer Insights (v2)What share of last year's volunteers came back, and what share of this year's are new?Request
• Program ImpactWhat did the money do? How many were served, at what cost, with what outcome?Request

Field Guide audiences

• Lapsed Givers Still Showing UpSupporters whose giving has lapsed but who still come to events or volunteer. Your CRM calls them lapsed. They are still here.Request
• Look-alikes of Your Best SupportersPeople already on your file who most resemble your best supporters, scored by Orbit’s Find Look-alikes on the variables your administrator chooses. The seed group is excluded, so every name is someone new to target.Request
• Volunteers Starting to DriftVolunteers who gave their time last year but have not logged a shift this year.Request
• Funders Due a ReportGrants whose report due date has passed with no report received yet, alongside how often each funder has given before.Request
• Sleeping GiantsWho in your database is already acting like a major donor? These supporters score 3 or more out of 5 on signals of untapped potential: long tenure, growing gifts, a strong first gift, giving outside their peak month and a steady giving…Request
• Lapse PreventionWho is about to lapse, and how many days do you have? These supporters are close to, or already past, the point where their own giving rhythm says they have gone quiet.Request
• Gala Guests Who Never GaveSupporters who came to one or more events but have never made a gift. They showed up for your mission. They just haven't been asked the right way yet.Request
• Critical Action RequiredWho should you contact this week? These supporters have the most urgent signals firing at once. They need a personal conversation now, not a mass appeal.Request
• Upgrade WindowWho is giving less than they used to, and how much is that worth? These supporters have already shown they can give more: their largest gift is more than double their most recent one.Request
• Monthly Giving CandidatesWho already gives like a monthly donor without being asked? Their gifts arrive on a steady rhythm at a steady amount. They just haven't been asked to make it official.Request
• Silent Major DonorsSupporters with high lifetime giving who have never come to an event or volunteered. Generous but invisible. You may not even know what they look like.Request
• Volunteers Who Have Never DonatedHow many of your volunteers have never been asked to give? They already give you their time. They're the warmest supporters you have.Request
• New Donor WelcomeSupporters in the first year after their first gift. What happens in their first 90 days shapes whether they give again.Request
• Second Gift PushWhich new supporters will give a second time? These supporters have given once and are still in the window for a second gift. A faster second gift is strongly associated with long-term retention.Request
• Drifting DonorsWhose giving pattern just changed? These supporters are overdue against their own personal giving rhythm. Not lapsed yet, but the gap is widening.Request
• Peak Month OutreachSupporters whose personal peak giving month is now or next month. Their own history says this is when they are most likely to respond.Request
• Multi-Channel ChampionsSupporters who give, come to events and volunteer. They show up in every way your organization offers.Request
• Household Giving GapsHouseholds where one person gives and others at the same address don't. Untapped capacity sitting at the same address.Request
• Event Regulars, Gift IrregularsSupporters who come to events consistently but whose giving is sporadic or declining. The connection is strong. The giving pattern needs attention.Request
• Re-engagementSupporters 1 to 2 years past their last gift. Not deeply lapsed yet, and still recoverable with the right message at the right time.Request
• Loyal StewardshipSupporters who have given across many years and sit in the Loyal or Established stage. Some of your most valuable relationships.Request
• Value UpgradersSupporters who moved into a higher value band than last year. Their giving is growing, and they are responding to your work.Request
• First Event, First GiftSupporters whose first gift came shortly after their first event. Events are how they found their way to giving.Request
• Event to Donor ConversionSupporters who come to your events but have not yet become regular givers. They are already engaged with your mission.Request
• Lapsing Volunteers Who Still GiveSupporters who stopped volunteering but still give. Something changed in their availability, not their commitment.Request
• Campaign Responders Going ColdSupporters who responded to past campaigns but are now drifting away. Your campaigns used to reach them. Something stopped working.Request
• Cold Month SuppressionSupporters who have never given in the current calendar month, across their whole history. An ask right now is likely to be ignored.Request
• Returning Funders at RiskFunders who have granted more than once but whose most recent application or decision was a long time ago. The relationship may be cooling.Request

Behaviour audiences

• Gave this yearPeople who gave at least once this year, from 1 January to today. This year's donors so far. Leave them out of a "we miss you" appeal.Request
• Gave last yearPeople who gave at least once last year. The bottom of the retention sum: donor retention divides by this audience.Request
• Gave year before lastPeople who gave at least once in the year before last. Two years back, for comparing full years.Request
• Retained donorsPeople who gave last year and have given again this year. These are your kept donors. Donor retention is this audience divided by Gave last year. Divide by last year's donors, not this year's.Request
• Gave last year, not yet this year (LYBNT)People who gave last year but have not given yet this year. The same people as Gave Last Year But Not This Year (LYBUNT). Your year-end recovery list. It and Retained donors add up to everyone who gave last year.Request
• Gave before, not yet this year (SYBNT)People who gave in any year before this one but have not given yet this year. The same people as Gave Some Year But Not This Year (SYBUNT). Your wider win-back pool. Leave out the LYBNT audience to find people who stopped longer ago.Request
• New donors this yearPeople whose first-ever gift was this year. Welcome them. Chart them by the month of their first gift, so each new donor counts once.Request
• New donors last yearPeople whose first-ever gift was last year. Last year's new donors: the bottom of the new donor retention sum.Request
• New donors last year, retainedPeople whose first-ever gift was last year and who have given again this year. New donor retention is this audience divided by New donors last year.Request
• Volunteered this yearPeople with at least one timesheet this year. Your volunteers this year, counted as people. Someone with ten shifts counts once.Request
• Volunteered last yearPeople with at least one timesheet last year. The bottom of the volunteer retention sum.Request
• Volunteered year before lastPeople with at least one timesheet in the year before last. The bottom of the "kept from the year before" sum.Request
• Volunteered this year and last yearPeople with timesheets this year and last year. Volunteer retention is this audience divided by Volunteered last year.Request
• Volunteered last year and year beforePeople with timesheets last year and the year before. Divide by Volunteered year before last to see how many of that year's volunteers stayed on.Request
• Volunteered 3 years runningPeople with timesheets in all three years. Your steadiest volunteers. Thank them by name.Request
• Volunteers lapsingPeople with a timesheet last year but none yet this year. Call them before the next event. It and Volunteered this year and last year add up to everyone who volunteered last year.Request
• New volunteers this yearPeople whose first-ever timesheet was this year. Welcome them. Recruitment rate is this audience divided by Volunteered this year.Request
• New volunteers last yearPeople whose first-ever timesheet was last year. Divide by Volunteered last year for last year's recruitment rate.Request
• Lapsed volunteersPeople whose last timesheet was more than a year ago. A welcome-back list: what has changed since they last came, and an easy way to return.Request
• Volunteered before this yearPeople whose first timesheet was before this year. Everyone who started before this year. With New volunteers this year, it adds up to everyone who has ever volunteered.Request

Behaviours

• Gifts this yearBehaviourThe building block for "gave this year". Pair it with Gifts last year to see who came back and who hasn't yet.Request
• Gifts last yearBehaviourThe starting line for retention: everyone with 1 or more here is one of last year's donors. Retention asks how many of them gave again.Request
• Gifts year before lastBehaviourCompare two full years side by side, the way Donor Movement does.Request
• Gifts before this yearBehaviourThe wider win-back pool: anyone with 1 or more here who hasn't given yet this year is in the SYBNT audience.Request
• Giving last yearBehaviourSee where last year's money came from. Take away Giving year before last to see who gave more and who gave less, the way the Donor Movement chart does.Request
• Giving year before lastBehaviourThe baseline for Giving last year. The gap between the two is each supporter's change in giving.Request
• First gift dateBehaviourFind new donors by the year of their first gift. Chart new donors by the month of that first gift, so each one counts once.Request
• Shifts this yearBehaviourThe building block for "volunteered this year". Count the people with 1 or more, and each volunteer counts once.Request
• Shifts last yearBehaviourThe starting line for volunteer retention: everyone with 1 or more here volunteered last year.Request
• Shifts year before lastBehaviourCheck who has volunteered two or three years running.Request
• First shift dateBehaviourFind new volunteers by the year of their first shift, and chart recruitment year by year.Request
• Last shift dateBehaviourSpot volunteers who have stopped coming: a last shift more than a year ago makes someone a lapsed volunteer.Request

Giving History

• Donor Development StageBuild lifecycle-specific journeys. New donors get a welcome series, Developing donors get deepening asks, Loyal donors get recognition and legacy giving conversations.Request
• Donor MovementBuild a donor movement waterfall for your board: how many supporters are new, re-engaged, increased, unchanged, decreased, or lost.Request
• Giving TrendSpot donors trending up for upgrade conversations. Spot donors trending down for stewardship calls before they lapse.Request
• Capacity SignalFind 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.Request
• Donor StatusSort any report by Active, Lapsing, Lapsed, or Deeply Lapsed. The starting point for year-end appeals or re-engagement campaigns.Request
• Giving ConsistencyIdentify your most reliable givers for sustainer conversion asks. Highly Consistent donors are your best candidates for monthly giving programs.Request
• Days Since Last DonationThe core recency metric. Use to trigger automated re-engagement sequences at 365, 545, and 730 days, or to prioritize phone outreach to recent lapsers.Request
• Donor RetentionSplit 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.Request
• Returning Donor FlagSplit 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.Request
• Lifetime ValueGroup your donors by total giving to prioritize stewardship. Identify your top 10% of lifetime givers for personal thank-you calls or major gift cultivation.Request
• Average Lifetime Donation ValueSet personalized ask strings in appeals. A donor averaging $250 should see different suggested amounts than a donor averaging $50.Request
• Largest Donation ValueSee 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.Request
• Number Of Lifetime DonationsGroup by engagement depth. Donors with 1 gift need a different retention strategy than donors with 10+. Build different stewardship journeys for each group.Request
• First Donation DateCompare retention rates between donors who started giving in different years. See which campaigns brought in the most loyal supporters over time.Request
• Latest Donation DateQuickly see who has given recently and who has gone quiet. Separate active donors from lapsed donors in any campaign list.Request
• First Donation ValueUnderstand entry-level giving. Compare first gift amounts across acquisition channels to see which sources bring in higher-capacity donors from day one.Request
• Latest Donation ValueCompare a donor's most recent gift to their history. Use alongside Giving Trend to spot donors whose giving is climbing or declining.Request
• Smallest Donation ValueIdentify the floor of a donor's giving range. Useful for setting minimum ask amounts in targeted appeals.Request
• Number Of CampaignsSee how many campaigns each donor has responded to. Multi-campaign responders are more engaged and may be ready for deeper cultivation.Request
• Donor & Participant FlagIdentify supporters who both give and attend events. Multi-channel supporters have higher retention and lifetime value.Request
• Donations Last YearYear-over-year comparison building block. Use with Donations Year Before Last to calculate retention rates and movement analysis.Request
• Donations Year Before LastThe comparison baseline for Donor Movement. Pair with Donations Last Year to build year-over-year donor movement waterfall charts.Request
• Donation Value Last YearYear-over-year revenue comparison by donor. Use to calculate same-donor revenue growth or decline between periods.Request
• Donation Value Year Before LastRevenue baseline for year-over-year comparison. Pair with Donation Value Last Year to build revenue movement analysis.Request
• Donations This YearLive year-to-date giving count per donor. Use in any module to track current year engagement as it happens.Request
• Gave Last Year But Not This Year (LYBUNT)Your year-end recovery list: supporters who gave last year and have not given yet this year. Pull them into fall and year-end appeals before the calendar year closes.Request
• Gave Some Year But Not This Year (SYBUNT)Your wider win-back pool. Exclude LYBUNT donors to isolate supporters who lapsed longer ago, then give them a softer re-introduction rather than the same ask you send last year's donors.Request
• Second Donation DateTrack the critical second gift. The gap between first and second donation is the strongest predictor of long-term retention.Request
• Days To Second DonationMeasure conversion speed. Donors who give a second time within 90 days retain at dramatically higher rates. Use to evaluate welcome series effectiveness.Request
• Donation Value First 3 MonthsEvaluate early giving intensity. High first-3-month value predicts long-term major gift potential.Request
• Donation Value First 12 MonthsFirst-year giving total per donor. Compare groups of donors by start year to see which channels produce the highest early-value supporters.Request
• Donation Value This YearLive year-to-date revenue per donor. Use to build current-year value tiers and track progress against annual fundraising targets.Request

Volunteering

• Volunteer Donor StatusSee which volunteers also give and vice versa. Use to build cross-engagement campaigns that convert volunteers into donors.Request
• Volunteer Engagement TierGroup volunteers by activity level for recognition programs. Your most active volunteers should receive personal outreach.Request
• No. Of Times VolunteeredRank volunteers by frequency. Your most active volunteers are often your best candidates for giving conversations.Request
• Total Volunteer HoursQuantify volunteer contribution in hours for impact reporting and grant applications that require volunteer hour totals.Request
• Years As VolunteerRecognize tenure milestones. A 5-year volunteer anniversary is an opportunity for a thank-you and a conversation about legacy giving.Request
• Volunteer This YearPull a list of current-year active volunteers. Use for volunteer appreciation campaigns and year-end giving asks.Request
• Volunteer Last YearTrack volunteer retention year over year. Compare with Volunteer This Year to measure volunteer churn.Request
• Volunteer This Year And Last YearIdentify your most committed volunteers who show up consistently. These supporters are prime candidates for board recruitment or donor conversion.Request
• First Date As VolunteerTrack volunteer tenure. Long-serving volunteers deserve recognition milestones and legacy giving conversations.Request
• Last Date As VolunteerSpot volunteers who have stopped showing up. Pair with Years Since Last Volunteered for re-engagement outreach.Request
• First Volunteered This YearIdentify new volunteers for a welcome and onboarding sequence. First-year volunteers need different communication than veterans.Request
• Volunteer Year Before Last YearBuild a three-year volunteer movement analysis alongside Volunteer Last Year and Volunteer This Year.Request
• Volunteer Last Year And Year BeforeIdentify consistently active volunteers over a two-year window. These are your most reliable volunteer corps.Request
• First Volunteered Last YearTrack second-year volunteer retention. Did last year's new volunteers come back this year?Request
• Years Since Last VolunteeredIdentify lapsed volunteers for re-engagement. A supporter who volunteered for years and then stopped may need a personal check-in.Request
• Volunteer FlagIdentify supporters who have volunteered at least once. Build volunteer-specific communications and appeals.Request

Event History

• No. Of Events AttendedMeasure breadth of event engagement. It counts registrations, so pair it with Attendance Status when you need the events someone actually came to.Request
• Days Since Last Event AttendedTrigger re-engagement outreach when event engagement lapses. Set automated touchpoints at 90, 180, and 365 days.Request
• Participated In EventsIdentify donors who also attend events. Multi-channel engagement correlates with higher retention and lifetime value.Request
• Total Event FeesTrack fee revenue per supporter. Useful for event ROI analysis and identifying supporters who engage financially beyond donations.Request
• First EventFind when a supporter first engaged through events. Use to compare event-acquired supporters vs donation-acquired supporters.Request
• Last EventIdentify supporters whose event engagement has gone cold. Pair with Days Since Last Event Attended for re-engagement targeting.Request
• Paid ParticipantsSeparate paid from free event attendees. Paid participants demonstrate financial commitment beyond donations.Request
• Total Hours At EventsQuantify volunteer and participant time investment. High-hours supporters are deeply engaged even if their giving is modest.Request
• Last Event AttendedQuick reference for the most recent event a supporter attended. Useful in conversation prep before a phone call or meeting.Request
• Event Participant FlagIdentify supporters who have attended at least one event. Separate event-engaged from event-inactive donors.Request
• Total Events AttendedCount of events per supporter. Use to measure breadth of event engagement alongside Total Hours At Events.Request

Volunteers

• Volunteer HoursThe building block behind Total Volunteer Hours. Use it at timesheet level to see where volunteer time is going, shift by shift.Request

More insights

• Lifetime Value BandedUse in any module to compare retention, engagement, and giving patterns across value groups.Request
• First Gift BandedUse in any module to compare long-term performance of donors who entered at different giving levels.Request
• Rhythm BandSeparate on-rhythm donors from those who are drifting or overdue in any module.Request
• Sleeping Giant FlagPull a list of High or Very High potential Sleeping Giants for your major gift officer or stewardship team.Request
• Cliff Edge BandSeparate donors by lapse urgency. Critical donors need immediate personal contact. Urgent donors need a priority email sequence.Request
• Upgrade Window BandIdentify your highest-priority upgrade targets: supporters with the biggest gap between what they gave last and what they have given before.Request
• First Donation Month BandSee which months of the year bring in the most new donors. Use for planning acquisition campaigns.Request
• Peak Giving QuarterPlan your campaign calendar around when your donors actually give. Align major appeals with peak quarters.Request
• Contact Window StatusSee whether right now is a good time to reach out to each donor, based on when they tend to give.Request
• Peak Giving Month BandPlan your campaign calendar around each donor's peak giving month.Request
• Giving RegularityIdentify your most predictable givers. Highly Consistent donors are your most forecastable revenue source and strongest monthly giving conversion candidates.Request
• Metronome BandIdentify which donors are most ready for a monthly giving ask. Priority donors should be first on your sustainer conversion list.Request
• This Year Value BandUse in any module to split donors into five current-year value groups. Updates automatically from your data.Request
• Last Year Value BandUse in any module to compare with This Year Value Band and see who has moved up, down, or stayed the same.Request
• Donor Value MovementSee which donors upgraded, downgraded, lapsed, or stayed stable between last year and this year. Build targeted outreach for each group.Request
• Donor Median Interval BandGroup donors by giving cadence: monthly, quarterly, twice a year, or annual.Request
• Second Donation Speed BandGroup donors by how quickly they gave a second time. Fast converters retain better.Request
• Primary Action FlagTells your team exactly what to do for each donor this week. Phone call, thank-you, upgrade appeal, monthly giving ask, or re-engagement outreach. Pull this list every Monday.Request
• Action Clock Score BandGroup donors into urgency levels: Critical, High, Moderate, Low. Allocate your team's time across the levels.Request

Donor Scoring

• LAI ScoreCombined major gift prospect rating using Linkage, Ability, and Interest. Sort by LAI Score to build your major gift prospect list. Higher scores mean stronger candidates for personal cultivation.Request
• Linkage ScorePart of the LAI major gift rating. Measures how connected a supporter is to your organization through giving frequency, volunteering, and event attendance. Use alongside Ability and Interest to build a major gift prospect list.Request
• Ability ScorePart of the LAI major gift rating. Estimates financial capacity based on largest gift ever made. Identify supporters who have demonstrated the ability to give at major gift levels.Request
• Interest ScorePart of the LAI major gift rating. Reflects demonstrated engagement through recency of giving, volunteering, event attendance, and geographic proximity. Use to identify supporters who are actively interested in your mission.Request
• Strong Entry ScoreIdentify donors who entered at or above their own average. Strong entry predicts higher retention and lifetime value.Request

Others

• All SupportersThe default starting point for any chart in a module. Shows everyone with no conditions applied.Request

Supporters

• Donor AgeGroup communications by life stage. Younger donors may respond to digital channels, older donors to mail and phone.Request
• Donor Age (Banded)Use in any module to compare giving patterns, event attendance, and retention across age groups.Request

Campaigns

• Campaigns CountSee how many campaigns each supporter is linked to. Multi-campaign supporters are more deeply embedded in your program.Request

Donations

• Days Between DonationsFeeds into the Donor Median Interval Days calculation.Request
• Donation MonthFeeds into the Peak Giving Month calculation.Request
• Off Peak Donation FlagFeeds into the Off Peak Giving Flag.Request
• Donation YearFeeds into the Number of Giving Years calculation.Request
• Current Month Of Year FlagFeeds into the Cold Month Flag.Request
• Is Within 3 Months Of AcquisitionFeeds into the Donation Value First 3 Months calculation.Request
• Is Within 12 Months Of AcquisitionFeeds into the Donation Value First 12 Months calculation.Request
• Is Within Expected IntervalFeeds into the Consecutive Giving Streak calculation.Request

Insights

• Action Clock ScoreYour daily priority queue. Sort donors by Action Clock Score to see who needs attention right now. The highest scores have the most urgent and overlapping signals.Request
• Primary Action Flag ScoreFeeds into the Primary Action Flag.Request
• Rhythm Drift ScoreIdentify donors who are overdue relative to their own pattern. A score above 1.5 means they're late. Prioritize outreach to drifting donors before they fully lapse.Request
• Predicted Days To LapseSee exactly how many days each donor has before they cross their personal lapse point. Prioritize outreach to donors with the fewest days remaining.Request
• Metronome ScoreYour monthly giving conversion list. Donors scoring 3-4 already behave like monthly givers with their cash gifts. Ask them to formalize what they're already doing.Request
• Cold Month FlagAvoid wasting outreach on months when a donor has never given. Use to suppress contacts during cold months and concentrate effort during warm ones.Request
• Predicted Next Donation DateKnow when each donor is next expected to give. Time your outreach to arrive just before their predicted date for maximum relevance.Request
• Missed Expected Donation FlagPull a list of donors who should have given by now but haven't. These are your most time-sensitive outreach targets.Request
• Capacity Suppression RatioFind donors giving well below their demonstrated peak. If the number is 0.3, they are giving only 30% of what they have given before. Build an upgrade ask around the gap.Request
• Revenue Gap Per DonorQuantify the dollar value you could recover if each donor returned to their peak. Sum this across your file to show leadership the total recoverable revenue.Request
• Weighted Forecast ContributionEstimate next-gift revenue weighted by reliability. Sum across your active donor file for a confidence-adjusted revenue forecast.Request
• Donor Median Interval DaysUnderstand each donor's personal giving rhythm. A donor with a 90-day median gives roughly quarterly. Use to time asks to land when the donor naturally gives.Request
• Peak Giving MonthTime your asks to land in each donor's peak month. An appeal sent in someone's peak month converts at higher rates than one sent off-season.Request
• Sleeping Giant ScoreYour upgrade prospect list. Donors scoring 3+ out of 5 have multiple signals of untapped capacity. Build a personal outreach plan for your Sleeping Giants.Request
• Floor ScoreFind donors who give at a consistent level regardless of ask amount. These supporters have a stable giving floor and are reliable revenue you can forecast.Request
• Tenure ScoreIdentify long-tenure supporters (3+ giving years). These donors have demonstrated sustained commitment and are strong candidates for legacy giving conversations.Request
• Momentum ScoreSpot donors whose giving is accelerating. A latest gift 25%+ above their average signals growing commitment and readiness for an upgrade conversation.Request
• Consecutive Giving StreakSee how many donations in a row a donor has made within their expected rhythm. Longer streaks indicate deeply embedded giving habits.Request
• Donor Unique IdLets the supporter ID appear in tables in Orbit.Request
• Off Peak Giving FlagIdentify donors who give outside their peak month. These supporters respond to asks year-round, making them good candidates for additional mid-year appeals.Request
• Number Of Giving YearsCount of distinct calendar years with at least one donation. Use to identify long-tenure supporters for legacy giving conversations and milestone recognition.Request
• Acquisition YearCompare groups of donors by the year they first gave. Essential for measuring long-term retention by source.Request
• Second Donation Within 90 DaysSpot donors who converted quickly after their first gift. These supporters have high retention potential and deserve immediate stewardship investment.Request
• First Donation MonthSee which month of year each donor first gave. Useful for understanding seasonal acquisition patterns.Request
• Contact Window Status ScoreFeeds into the Contact Window Status label.Request
• Months Since AcquisitionTrack donor tenure in months. Useful for building time-based retention curves and identifying critical churn windows.Request
• Next Donation In 90 DaysBuild a 90-day outlook of expected donations. Use to forecast near-term revenue and plan outreach.Request
• Interval Standard DeviationFeeds into the Giving Regularity classification.Request
• Interval CvFeeds into the Giving Regularity classification.Request
• Donation Amount Standard DeviationFeeds into the Donation Amount Consistency Score.Request
• Donation Amount Consistency ScoreFeeds into the Metronome Score.Request
• Donor Value Movement ScoreFeeds into the Donor Value Movement label.Request
• Donation Value Same Period Last YearThe fairest year-over-year comparison. Use in any module to show "same period" revenue tracking without seasonal distortion.Request

Participants

• Event Capacity PercentageSee what percentage of capacity each event has filled. Use to trigger promotional pushes for under-filled events.Request
• AttendedSee confirmed attendees. Measure actual vs registered attendance and spot no-shows.Request
• Event No ShowA personal note after a no-show can recover the relationship and improve future attendance.Request
• Days Registered Before EventMeasure how far in advance people register. Early registrants may respond to early-bird pricing or VIP offers.Request
• Days Until EventCountdown to each upcoming event. Use to trigger pre-event communications at 30, 14, and 7 days out.Request
• Event CounterUsed for event-level calculations in your modules.Request
• Max Revenue For Event FeeCalculate maximum potential fee revenue per event if every spot fills. Use for event budgeting and ROI projections.Request
• Event HoursDuration of each event in hours. Feeds into total volunteer and participant hours.Request
• AttendanceCompare engagement and giving patterns between attendees and no-shows.Request
• Total Events CountUsed for percentages in your modules.Request

Grants

• Grant Report Received CountTrack which grants have submitted reports. Spot outstanding report deadlines.Request
• Grant Due Date - Past FlagSpot overdue grant reports. Pull a list of past-due grants for immediate follow-up.Request
• Full Amount GrantedIdentify grants where you received the full requested amount. Compare against partial grants to understand funder patterns.Request
• Grant ReceivedIdentify grants where at least one payment has been received. Separate committed from pending grants.Request

Grant History

• Returning Funder FlagIdentify funders who have given more than once. Returning funders are your most reliable grant revenue source.Request
• Funder RetentionSeparate new from returning funders in any module. The grant equivalent of donor retention.Request
• Total Amount GrantedTotal grant revenue per funder organization. Rank your funders by total giving to prioritize stewardship.Request
• Total GrantsCount of grants per funder organization. Identify your most active grant relationships.Request
• First Grant Application DateTrack when you first applied to each funder. Useful for measuring funder relationship tenure.Request
• Latest Grant Application DateSee the most recent application date per funder. Identify funders you haven't applied to recently.Request
• First Grant Decision DateTrack your earliest decision from each funder. Useful for understanding funder decision timelines.Request
• Latest Grant Decision DateSee the most recent decision per funder. Pair with Latest Grant Application Date to measure decision lag.Request