A Handy Tool in the Arsenal: The Annual Giving Dashboard
The Annual Giving Dashboard shows a quick snapshot of your program’s performance YoY (year over year). By using this tool, you can see YTD gift, revenue, and donor summaries broken down by donor type (renewed, reactivated, or acquired). You’ll also see a summary of your unit’s leadership annual giving numbers, retention rate, and top solicitations. The donor detail tab is filterable, sortable, and clickable, allowing you to really get into the weeds if you have time!
This dashboard can be accessed in GAIL: Analysis > Analytic Tools > Annual Giving Dashboard.
Pro Tip: Once you’re on the report page, add this to your shortcuts so that it’ll appear on the left Explorer bar and you’ll save yourself some clicks finding it next time!
If you have any questions about the Annual Giving Dashboard, please contact your Annual Giving Liaison or Sherry Abrams.
Be sure to check out the helpful legend for this dashboard here!
P.S. – Looking for other ways to dig deeper into your annual giving numbers? Check out this blog post!
Original article created by RAshton, updated by CS Team.