DonorSnap Analytics – Ideas for Reports and Dashboards
Need help with what to ask about? Brainstorm using this list of potential questions you may have:
DONOR RETENTION DASHBOARD
Who Stopped Giving?
Show me donors who gave in the previous calendar year but haven't given in the current calendar year, sorted by their total giving amount.
Who’s About to Lapse?
Show me donors whose most recent donation was 9 to 18 months ago, including their last gift amount and date.
New Donors Needing Follow-Up
Show me donors whose first donation was in the last 90 days and who have only made one donation total.
My Retention Rate
Calculate what percentage of donors who gave in the previous calendar year also gave in the current calendar year.
Multi-Year Givers Who Stopped
Show me donors who gave in at least 3 consecutive years but haven't given in the current calendar year.
REVENUE & GIVING INSIGHTS
This Year vs Last Year
Compare total donation amount, number of donations, and average donation amount between the current calendar year and previous calendar year.
My Top Donors
Show me my top 25 donors ranked by total lifetime donation amount, including their most recent donation date.
Revenue by Donation Type
Show me total donation amount grouped by donation type for the current calendar year, sorted from highest to lowest.
Monthly Giving Trends
Show me total donation amount by month for the last 12 months.
Revenue by Appeal
Show me total donation amount grouped by appeal for the current calendar year, sorted from highest to lowest.
DONOR SEGMENTS
Mid-Level Donors
Show me donors whose total giving in the current calendar year is between $1,000 and $10,000.
Major Donors
Show me donors whose total giving in the current calendar year is $10,000 or more.
Consistent Small Donors
Show me donors who have given in 5 or more different calendar years but whose average gift amount is under $250.
Donors Giving More
Show me donors whose total giving this year is at least 25% higher than their total giving last year.
One-Time Donors
Show me donors who have made exactly one donation ever, sorted by donation amount.
EVENT PERFORMANCE
Event Revenue Over Time
Show me total donation amount by year for donations containing event-related keywords in the appeal or type fields.
Event Participants
Show me all donors who have made donations with event-related keywords in the donation type in the last 2 years.
Event Attendees Who Give Otherwise
Show me donors who have both event-related donations and non-event donations in the current calendar year.
Sponsorship Analysis
Show me donations with sponsorship-related keywords in custom fields, grouped by sponsorship level.
Auction Performance
Show me total donation amount by year for donations with auction-related keywords in the donation type.
CONTACTS & RELATIONSHIPS
Contacts by Type
Show me contact counts and total giving grouped by contact type.
High-Value Contact Types
Show me which contact types have the highest average donation amount.
Volunteers Who Donate
Show me contacts who have both volunteer hours recorded and donations made.
Volunteers Who Don’t Donate
Show me contacts who have volunteer hours recorded but no donations.
Related Contacts
Show me contacts who are linked through affiliations and their combined giving totals.
ORGANIZATIONAL DONORS
Contacts by Organization Type
Show me total giving grouped by contact type, focusing on organizational types.
Employer Analysis
Show me contacts grouped by employer field where there are multiple contacts per employer.
Company Giving Potential
Show me donors with employer information who gave $250 or more this year.
Organization Contacts
Show me contacts where the organization contact field is populated, with their giving history.
OUTREACH & COMMUNICATION
Missing Email Addresses
Show me donors who gave in the last calendar year but don't have an email address on file.
Communication Preferences
Show me contact counts grouped by mail code preferences.
Missing Phone Numbers
Show me donors who gave $1,000 or more in the current year but don't have a phone or cell number on file.
Contact Completeness
Show me what percentage of donors have email, phone, and mailing address all populated.
Recent Donors Without Interaction
Show me donors who gave in the last 6 months but have no interactions recorded in that same period.
GIVING PATTERNS
Frequent Givers
Show me donors who made 4 or more donations in the current calendar year, with their total giving.
Year-End Giving
Show me what percentage of annual donations occur in October, November, and December.
Time Between Gifts
Show me the average number of days between consecutive donations for donors with 3+ donations.
Gift Size Trends
Show me donors whose average gift this year is at least $100 higher than their average gift in previous years.
Giving Frequency Changes
Show me donors who gave 3+ times in previous years but only gave once this calendar year.
HIGH-VALUE OPPORTUNITIES
Top Donors by Lifetime Value
Show me donors in the top 10% by total lifetime giving.
High Lifetime Value Donors
Show me all donors whose total lifetime giving exceeds $25,000.
Geographic Concentration
Show me total donations grouped by zip code or state for the current year, sorted by total amount.
Donor Age Analysis
Show me donors with birth dates indicating they are age 60 or older, with their giving history.
Long-Term Supporters
Show me donors whose first donation was 10 or more years ago, with their lifetime giving total.
DATA HEALTH CHECKS
Potential Duplicates
Show me contacts with the same last name and email address.
Contacts Needing Update
Show me contacts who donated recently but whose data hasn't been modified in over 3 years.
Inactive Records
Show me contacts with no donations, interactions, or volunteer activity in the last 3 years.
High-Value Incomplete Records
Show me donors who gave $500+ this year but are missing email or phone.
Data Validation Needed
Show me contacts marked with deceased indicators but with activity after that date.
RELATIONSHIPS & NETWORKS
Linked Contact Analysis
Show me groups of contacts connected through affiliations and their combined giving.
Affiliation Types
Show me contact counts grouped by affiliation relationship type.
Family Giving Potential
Show me affiliated contacts where one has given but the other hasn't.
Network Giving
Show me affiliated contact groups where multiple members are donors.
RISK & WARNINGS
Donor Concentration
Show me what percentage of total revenue comes from the top 10, 25, and 100 donors.
Large Donor Dependency
Show me any single donor who represents more than 5% of total annual revenue.
Declining Engagement
Show me donors whose number of gifts this year is less than half their historical average.
Shrinking Donations
Show me donors whose average gift amount this year is 30% or less than their historical average.
No Contact with Top Donors
Show me donors who gave $5,000+ in the last year but have zero interactions recorded in that period.
TIME-BASED ANALYSIS
Month-Over-Month
Compare total donations, number of gifts, and average gift for the current month versus the previous month.
Quarterly Performance
Show me total donations for each quarter of the current year compared to the same quarters last year.
Year-Over-Year Trends
Show me total donation amount by calendar year for the last 5 years.
Monthly Breakdown
Show me for each month of the current year: total donations, number of donors, and average gift.
Donation Anniversary
Show me donors whose first donation date anniversary falls within the next 30 days.
CAMPAIGN ANALYSIS
Appeal Performance
Show me number of donations and total amount grouped by appeal for the current year.
Appeal Response Rate
Show me for each appeal: number of donors, total amount, and average gift, sorted by participation.
Campaign Comparison
Show me year-over-year performance for appeals that appear in multiple years.
Multi-Year Campaign Trends
Show me total amount by year for appeals containing specific keywords, for the last 5 years.
ACTIONABLE LISTS
Anniversary Thank You List
Show me donors whose first donation was exactly 1 year ago from today.
Outreach Priority List
Show me the top 20 donors by total giving who haven't had an interaction in the last 60 days.
Recent First-Time Donors
Show me donors whose first donation occurred in the last 7 days.
Reactivation Campaign List
Show me donors who gave in the year before last, gave last year, but haven't given this year.
New Prospect List
Show me donors who gave $1,000+ this year but have no event-related donations.
BOARD REPORTS
Executive Summary
Show me side-by-side: total revenue, number of donors, average gift, and retention rate for this year vs last year.
Donor Acquisition Trends
Show me count of first-time donors by year for the last 5 years.
Revenue Mix
Show me total giving grouped by contact type for the current year.
Multi-Year Performance
Show me for each of the last 5 years: total revenue, donor count, average gift, and retention rate.
Growth Rate Analysis
Show me year-over-year percentage change in total donations and donor count for the last 5 years.
INTERACTION TRACKING
Interaction Volume
Show me count of interactions by interaction type for the current year.
Contacts by Engagement
Show me contacts grouped by number of interactions in the last year.
Interaction Effectiveness
Show me average donation amount for contacts with different numbers of interactions.
Untracked Relationships
Show me donors with significant giving but few or no interactions recorded.
VOLUNTEER INSIGHTS
Volunteer Activity
Show me total volunteer hours by year for the last 3 years.
Top Volunteers
Show me top 25 contacts by total volunteer hours, including their donation history.
Volunteer Trends
Show me number of unique volunteers by year for the last 5 years.
Volunteer Event Participation
Show me volunteer hours grouped by event code.