Fundraising Dashboard

The New Donors tile helps you quickly see how many Contacts have made their first donation during the current reporting period.

• The top number shows the number of new donors for the current month. The month and year displayed on the tile indicate the period being measured.

• The lower number shows the total number of new donors for the current year.

The monthly number gives you a more immediate view of recent donor acquisition, while the yearly number provides a broader look at how many new donors your organization has gained so far this year.

The Fundraising Dashboard includes two comparison tiles that help put your current fundraising totals into context by showing the current period above the equivalent previous period.

This Month Compared With Last Year

The tile to the left of the New Donors tile compares giving this month with the same month last year.

• The top number shows the total giving for the current month and year.

• The lower number shows the total giving from that same month one year earlier.

For example, if you are viewing the Dashboard in October 2026, the top number reflects giving for October 2026, and the lower number reflects giving for October 2025.

This gives you a quick month-to-month, year-over-year comparison without building separate Gift Reports for each period. It can help you see whether fundraising this month is currently ahead of, behind, or similar to the same point last year.

This Year Compared With Last Year

The next comparison tile provides the same type of view at the yearly level.

• The top number shows giving for the current year.

• The lower number shows giving for the previous year.

This provides a broader view of overall fundraising performance and helps you quickly compare the current year's giving against the prior year.

The Donor Retention tile helps show how successfully your organization is bringing previous donors back to give again.

The tile displays two retention rates:

• Year-to-Date Retention Rate shows the percentage of donors from the previous reporting year who have already given again during the current year-to-date period.

• Previous Year Retention Rate shows the completed retention rate from the previous reporting year, giving you a benchmark for comparison.

For example, if 500 unique donors gave during the previous year and 325 of those same donors have already given again during the current year, your Year-to-Date Retention Rate would be 65%.

The Year-to-Date rate will continue to change throughout the year as additional previous donors make another Gift. Because of this, it is best viewed as a measure of how retention is progressing so far rather than as a final annual result.

The Previous Year Retention Rate represents a completed reporting period. Displaying both rates together makes it easier to see whether your current donor retention is tracking ahead of, behind, or roughly in line with the previous year.

Retention focuses specifically on returning donors. New donors who make their first Gift during the current year are not part of the retained donor count because there is no prior-year giving history to retain.

If your organization has a fiscal year configured, the Dashboard uses that fiscal year when determining the current and previous reporting periods. For example, an organization with a July 1 through June 30 fiscal year will compare donors across those fiscal-year periods rather than January through December.

If no fiscal year is configured, DonorDock uses the calendar year.

The Fundraising Dashboard includes LYBNT and SYBNT metrics to help identify donors who have given to your organization in the past but have not yet made a Gift during the current reporting year.

LYBNT stands for Last Year But Not This Year. This group includes donors who gave during the immediately previous reporting year but have not yet given during the current reporting year.

Because these donors gave relatively recently, LYBNT can be especially useful for renewal and re-engagement efforts. These are supporters who demonstrated recent interest in your organization but have not yet returned this year.

SYBNT stands for Some Year But Not This Year. This group takes a broader look at your donor history and includes donors who gave during a previous reporting year but have not yet given during the current year. SYBNT can include donors whose most recent giving was several years ago, as well as donors who also meet the LYBNT definition.

These metrics follow your organization's fiscal year settings when a fiscal year is configured in your organization settings. If no fiscal year is configured, DonorDock uses the calendar year.

The Dashboard tiles provide the total number of donors in each group. To see the individual Contacts behind those totals, you can run the Standard "LYBNT" or "SYBNT" Gift Reports. From those reports, you can review the donors in more detail, add them to Marketing Lists, send communications, create follow-up Activities, or export the results for additional analysis.

The Campaign Performance area provides a quick look at the performance of three Campaigns directly from the Fundraising Dashboard.

For each Campaign shown, the Dashboard displays key fundraising amounts for:

• Received, the amount that has already been received for the Campaign

• Pledged, the amount that has been pledged to the Campaign

• Goal, the fundraising goal established for the Campaign

The Campaign names in this section are interactive. You may click a Campaign to open that Campaign's Overview page, where you can review additional information and manage the Campaign in more detail.

This section is useful when you want a quick snapshot of individual Campaign progress without leaving the Fundraising Dashboard.

The Top Five Campaigns graph visually compares your organization's five top-performing Campaigns, using a bar graph to show their monetary performance and making it easy to compare fundraising totals at a glance.

Because the Campaigns are displayed side by side, you can quickly identify which Campaigns contribute most to your organization's overall fundraising and how their totals compare.

The Year-Over-Year Giving graph compares your organization's fundraising performance across multiple years.

This visualization uses a line graph, with multiple points and lines showing how giving changes over time. Rather than focusing only on a single current-period total, the graph lets you see the shape of your fundraising across years and compare how those years performed against one another.

This can make patterns easier to recognize, such as:

• Whether giving is generally increasing or decreasing over time

• Whether certain parts of the year consistently produce more giving

• How the current year is tracking compared with previous years

• Whether there are noticeable peaks or slower periods in your fundraising cycle

Use this graph when you want a broader view of fundraising trends. If you need to see the individual Gifts behind the totals, use a Gift Report for the applicable date range.

The Gifts by Type shows how your organization's giving is divided among the different Gift Types represented in your fundraising data.

The information is displayed as a doughnut chart. Each section represents a different Payment Type, allowing you to visually compare how much of your overall giving comes from each category.

Payment Types can include:

• ACH

• Cash

• Cash

• PayPal

If you need the individual transactions behind a particular Payment Type, create a Gift Report and use the "Payment Types" filter to narrow the results.

The Top Donors section provides a quick view of your organization's top 10 donors of all time.

Each donor name in the list is clickable. Selecting a donor name opens that donor's individual Contact record, where you can review their giving history, Activities, Contact information, and other details stored in DonorDock.

If you need a more detailed or customizable top-donor list, use a Contact Report and add the applicable lifetime giving total columns. From there, you can sort by giving amount, apply additional criteria, and take bulk actions on the resulting Contacts.

The New Donors section shows donors whose first qualifying Gift occurred during the current month.

Each donor name is clickable. Selecting a donor opens that donor's individual Contact record so you can review their first Gift, Contact information, Activities, and other engagement details.