Recurring Giving Dashboard
The "Recurring Giving Dashboard" provides a focused view of your organization's recurring giving activity over a selected period of time. It can also compare that activity directly with the previous equivalent period, helping you see whether your recurring program is growing, shrinking, or remaining steady.
The Dashboard combines subscription-level information, such as active recurring plans and recurring revenue, with Gift-level information showing how recurring giving compares with one-time fundraising.
At the top of the Dashboard, you can select the date range you want to view, optionally narrow the results to a specific Campaign, and choose whether to compare the selected period with the previous period.
Select a Date Range
Use the "Date Range" dropdown to choose the period you want to review.
Available options include:
"Last 12 Months"
"This Month"
"Last Month"
"This Quarter"
"Last Quarter"
"This Fiscal Year"
"Last Fiscal Year"
"This Year"
"Last Year"
"Custom"
The selected date range determines the period used throughout the recurring giving metrics and graphs. Use "Custom" when you want to review a specific period that is not covered by one of the predefined options.
Filter by Campaign
The "Campaign" dropdown allows you to narrow the Recurring Giving Dashboard to one specific Campaign.
Select a Campaign when you want to review recurring giving associated with a particular fundraising initiative. Leave the Campaign filter unselected when you want to review recurring giving across your organization.
Compare With the Previous Period
Use the comparison toggle to choose whether the Dashboard should compare your selected date range with the previous equivalent period. When comparison is turned on, the Dashboard adds previous-period information to the summary tiles and displays an additional comparison line on the Active Plans graph.
For example, if you select "This Month", the comparison is made against the previous month. If you select "This Fiscal Year", the comparison uses the previous fiscal year.
If you do not want to compare periods, select the option for no comparison. The Dashboard will then focus only on the current period.
Recurring Giving Summary Tiles
Four summary tiles provide a quick view of the recurring giving program for the selected period. When the previous-period comparison is turned on, the tiles also provide comparison information showing how the current period relates to the previous one.
Active Plans
The "Active Plans" tile shows the number of recurring plans that are active for the selected period.
When comparison is turned on, the tile also shows:
The number of Active Plans in the previous period
The percentage change between the current and previous periods
A green or red trend arrow indicating whether the number of Active Plans has increased or decreased compared with the previous period
This gives you a quick way to see whether your active recurring donor base is growing or declining.
Monthly Recurring Revenue
"Monthly Recurring Revenue" converts the amounts from your active recurring plans into a monthly value.
This provides a standardized monthly estimate of the revenue represented by the active plans, even when those plans may use different recurring frequencies.
When comparison is turned on, the tile also shows:
The Monthly Recurring Revenue for the previous period
The percentage increase or decrease compared with the previous period
A green or red trend arrow showing whether Monthly Recurring Revenue has gone up or down
For example, if a donor's recurring plan was previously $50 per month but has since been changed to $75 per month, the historical comparison uses the plan's current $75 amount rather than the former $50 amount.
Keep this in mind when interpreting changes in Monthly Recurring Revenue, particularly if your organization frequently changes the amounts of existing recurring plans.
Plan Retention
"Plan Retention" shows the percentage of recurring plans that were active going into the selected period and were still active at the end of that period.
This metric helps you understand how effectively your organization is retaining existing recurring commitments over time.
For example, if 100 recurring plans were active going into the period and 90 were still active at the end, the Plan Retention rate would be 90%.
When comparison is turned on, the tile also includes a green or red trend arrow showing whether retention increased or decreased compared with the previous equivalent period.
Average Plan Size
"Average Plan Size" shows the average monthly value represented by each active recurring plan. This is calculated by dividing the Monthly Recurring Revenue represented by active plans by the number of Active Plans.
This metric can help you understand whether the average value of your recurring commitments is changing over time.
When comparison is turned on, the tile also shows:
The Average Plan Size for the previous period
The percentage increase or decrease
A green or red trend arrow showing whether the average has moved up or down
Active Plans Over Time Line Graph
Below the summary tiles, the Active Plans Over Time graph shows how the number of active recurring plans changes throughout the selected date range.
The graph shows the current period as a solid line. When you turn on previous-period comparison, it adds a dashed line for the equivalent previous period.
This makes it easier to visually compare the growth or decline of active recurring plans over time rather than relying only on the beginning or ending totals.
For example, two periods could end with a similar number of Active Plans but follow very different patterns. One period may show consistent growth throughout, while another may show more cancellations followed by new plans later in the period.
Which Recurring Plans Are Included?
The Active Plans metrics and graph are based on recurring subscriptions DonorDock can identify and track as recurring plans.
This currently includes active recurring subscriptions from:
Stripe through DonorDock Online Giving Pages
GoFundMe Pro, when connected through the Integrations page
FundraiseUp, when connected through the Integrations page
OneCause, when connected through the Integrations page
Recurring Gifts that are added manually with the "Is Recurring" field set to True do not currently create recurring plans and therefore are not represented in the Active Plans graph or plan-based metrics. PayPal recurring Gifts are also not currently represented as recurring plans in this portion of the Dashboard.
Recurring vs. One-Time Funds Raised Graph
Below the Active Plans graph, the Recurring vs. One-Time Funds Raised bar graph shows Gifts received by month and separates recurring fundraising from one-time fundraising.
The Active Plans graph focuses on the recurring plans themselves, while the Recurring vs. One-Time Funds Raised graph focuses on the Gifts you've received. This lets you see how much of your received fundraising comes from recurring Gifts compared with one-time Gifts.
Because this graph is based on received Gift records rather than recurring plan records, it can include recurring Gifts that do not appear in the Active Plans graph.
The Recurring vs. One-Time Funds Raised graph includes manually added Gifts and PayPal Gifts when their "Is Recurring" field is set to True. A recurring gift may contribute to the recurring fundraising total in this graph even though there is no corresponding recurring plan represented in the Active Plans graph above.