This page will provide you with interactive charts to quickly view the health of your campaigns. You can export images suitable for your presentations or reports and view where you are succeeding in different campaigns.
If you have the feature as part of your contract, you can go to Reporting > Insights to work with the interactive Insights page.
There are four sections to the Insight page:
- Top Campaigns: This bar graph will show up to the top 10 campaigns in your account.
- Donations by Date: This heat map will show which days were better or worse for your donations
- Recurring Donation: This ring chart will show they types of recurring donations you have
- Donations by Amount: This bar graph will show the number of donations and dollar amounts within different amount ranges.
To download an image or spreadsheet of one of the charts, hover over a chart and a action bar will appear in the upper right of that chart. Click on the Action dots menu and select Download > Image or Download > CSV.
Please note that the spreadsheet only contains what is shown on this chart. For more granular information about the various transactions, you would need to run a full report under Reporting > Transactions. For more information on this reporting, click here.
Click on a campaign's bar to change the other charts to see the data specific to that campaign. By default the bars will show both the Recurring and the One Time donations.
You can click on the Recurring or One Time icon below the chart to turn that type of donation off and on.
If you click on one of the bars in the chart, this campaign will be selected and the other three charts will change to show only the numbers for that campaign.
To revert to the default view of all the top campaigns, click on the Clear Selection box above the chart.
By giving you the option to show/hide Recurring and One Time Donations, you can quickly determine those factors to see if one campaign was better on just the one element.
Donations by Date
Hover over a square to show the Total amount collected for that specific day.
Click on a date to change the other charts to see the data collected on that specific date. Donations by Date will show you six months at a time, that you can scroll through using the arrows above the heat maps.
To revert to the default view of all dates, click on the Clear Selection box above the chart.
Hover over the ring to show the percentages of the different frequencies of Recurring Donations and their percentage of the total number of recurring donations.
Click on the chevron by the Amount in the grid to change the order of the frequencies.
Donations by Amount
You can click on the # of Transactions or Total Donations icon below the chart to turn off and on that bar in the chart.