Understand the performance of your fundraising efforts using givetly’s Insights feature.

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What is Insights?

The Insights section of the Dashboard provides you with detailed, real-time statistics to identify trends and improve fundraising strategies. Discover how to interpret Insights data and use the right tools to optimize your campaigns.

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Raised Graphs

Three key graphs:

  • Total raised: The main graph shows total donations, both one-time and recurring, in the account currency.
  • First installments: Displays first installments of recurring donations for the chosen period.
  • One-time donations: Shows counts and total value of one-time donations in the selected timeframe.

Adjust these graphs using filters for specific Campaign, Designation, or Source. Note: the Frequency filter does not influence these graphs.

Only successful donations appear, omitting pending, refunded, or manually added offline donations.

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Comparing Data

To set a specific date range, adjust the timeline under “Insights.” Results (thick blue line) compare against the previous period (thin gray line). Modify the comparison timeframe via the “Compared to” dropdown.

  • Previous Period: Matches the selected timeframe, but ends a day prior. For instance, choosing May 2-16 shows comparison data from April 17 - May 1.

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Specific Timeframes

Selection ranges are inclusive, spanning from midnight of the start date to 11:59 PM of the end date, respecting your organization’s time zone.

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Identifying New Donations

View new supporters acquired within a selected period by selecting “One-time” and “Recurring (first installments)” in the “Frequency” filter.

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Discovering New Tactics with Performance

The Performance section informs whether you’re maximizing tools. Regularly check this section to track progress.

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Saved Recurring Plans

View recurring plans ‘saved’ when supporters choose to modify instead of canceling. A higher number indicates favorable retention. Enable options in your Donor Portal’s settings for better results.

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Pre-Donation and Post-Donation Upsell

Upsell examples:

- **Pre-donation upsell** during checkout prompts upgrading from one-time to recurring donation.

- **Post-donation upsell** offered after completing a one-time transaction.

To ensure upsell features are active, verify in Dashboard > Campaigns > [Campaign name] > Settings > Frequencies.

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Covered Costs

Allow donors to cover transaction fees with their donation. The higher the coverage percentage, the more beneficial for your organization. Consider enabling “Adaptive cost coverage” under Dashboard > Campaigns > [Campaign name] > Settings > Transaction costs.

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Fraud Prevention

Track fraudulent payment attempts intercepted by automated and manual systems. Minimize risk with a minimum donation threshold: Dashboard > Campaigns > [Campaign name] > Settings > Minimum amounts.

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Mobile Users

Monitor mobile donation trends, which inform mobile strategy refinement. View percentages for mobile-originated donations. Selection filters like Virtual Terminal or Recurring migration may restrict data display.

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Campaign Planning with Day and Time

Use heatmaps to view donation timings, helping future campaign scheduling. Analyse patterns using “Last 7 days” data. Tune view with “Source” and “Frequency” filters.

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Understanding Supporters

Graphs reveal loyal donor profiles and average donation details. Both average and median amounts are provided, with the median giving a clearer representation by sidelining extremes.

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Frequencies

Gather insights on preferred donation frequencies to adjust strategy accordingly. Frequencies are controlled at the campaign level and may need enabling in organizational settings.

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Payment Methods

Understand which payment methods donors prefer. Review enabled methods in Dashboard > Settings > Payment methods.

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Designations

See which donation designations are most popular, encouraging tailored donor outreach. Consider enabling multiple or default designations.

Only designations active during selected periods appear.

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Countries

Monitor your organization’s geographic reach, identifying potential expansion opportunities. Translation efforts for foreign audiences might be considered.

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Tributes

See tribute donation trends to engage deeply with donors through personalized communication.

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Fundraisers

Supporter-driven fundraising efforts are highlighted if enabled. Engage your community by allowing them to create personal fundraising campaigns.

FundraisersRecurring Donations