DonorSnap Analytics for Strategic Planning Training Webinar

Explore conversations you can have with your data using DonorSnap Analytics. Use the tool to brainstorm, dig deep into your data, and make strategic decisions for the year ahead.

Download the Training Slides with Report and Widget Prompts

Quick Recap

The DonorSnap marketing team conducted a training webinar on the AI-powered analytics tool, demonstrating how to use it for strategic fundraising planning. The session covered three key areas: donor retention analysis, campaign performance tracking, and goal setting, with detailed examples of how to create reports and dashboards using the tool’s chat-based report builder and visual widgets. The trainer explained that the tool allows users to quickly analyze data without needing SQL expertise, with features to save queries, export reports as CSV files, and track metrics in real-time dashboards that update automatically with new data entries.

Meeting Summary

DonorSnap Analytics Training Overview
The trainer introduced DonorSnap Analytics, an AI tool designed to help nonprofits analyze fundraising data for strategic planning. She outlined the agenda, which includes an overview of DonorSnap Analytics, its benefits for strategic planning, and its application in three key areas: donor retention, campaign performance, and goal setting. The trainer emphasized that the timing is ideal for nonprofits to review their data and make strategic decisions for the year ahead.

DonorSnap Analytics Overview
The trainer provided an overview of DonorSnap Analytics, an AI-powered reporting tool that writes SQL queries for users to easily and quickly analyze their data. She highlighted two main features: AI Reports, a chat-based report builder, and Dashboards, which allow users to create visual widgets to display data. The trainer emphasized the tool’s benefits for strategic planning, including increased speed and creativity in data analysis. She also discussed data security, reassuring users that donor information remains secure. The session focused on using the tool to analyze donor retention rates and other key metrics, with the trainer demonstrating how to access and navigate DonorSnap Analytics.

Donor Retention Analysis Tool Demo
The trainer demonstrated how to analyze donor retention using the tool, showing how to calculate retention rates and identify lapsed major donors. She explained that the tool can provide detailed information about lost donors, including contact details and last gift amounts, and can be sorted by gift size to prioritize major donors. The trainer discussed how to analyze donor retention rates categorized by giving levels for more effective action steps.

Donor Trends and Goal Setting
The trainer analyzed donor data to set goals for 2026, aiming for 40 new donors based on a five-year trend. She examined how many donors increased their giving levels from 2024 to 2025, finding that 32% of donors increased their gift amount, while 43% decreased their contributions. This data will help set realistic goals and track progress throughout the year using the dashboard.

Related Pages

DonorSnap Analytics
DonorSnap Analytics Training Webinar
DonorSnap Analytics – Ideas for Reports and Dashboards