Insights

The Raised graphs help you see your fundraising efforts at a glance.

There are three Raised graphs:

• Total raised. This is the main graph that shows the total number and value of all donations (one-time and recurring combined) in the account currency.
• First installments. This graph shows the total number and value of the first installments of recurring plans for the selected period.
• One-time donations. This graph shows how many one-time donations were made and their total value over the selected period.

By default, these graphs show your total fundraising efforts. Use the filters at the top of the page to select a specific Campaign, Designation, or Source. These graphs are not affected by the Frequency filter.

To select the specific time period for these graphs, set the date range in the upper left corner below the word “Insights”. By default, the results for this date range (thick blue line on the chart) are compared to the previous period (thin gray line). Use the Compared to drop-down menu to set a different comparison period or no comparison at all.

The dates you select are inclusive and run from midnight on the start date to 11:59 PM on the end date, according to your organization's time zone.

You can view the number of new supporters that you've acquired in a selected period. To do this, select the One time and Recurring (first installments) checkboxes in the Frequency filter at the top of the page. The data will appear in the main graph.

The Performance section is designed to help you understand if you are getting the most out of the Fundraise Up tools. We recommend that you revisit it regularly to monitor your progress.

Here, “saved” means that the supporter started the cancellation process, but then decided to either change the amount or skip the installment, rather than cancel the donation entirely.

The higher the number in this section, the better it is for your organization. If you don’t have any saved recurring plans, we recommend that you go to the Settings section of your organization’s Donor Portal and enable these options:

• Supporter can reduce amount in Donor Portal.
• Supporter can pause recurring gifts (skip installments).

The data shown here is not affected by the Frequency filter.

Upsell is the strategy that our checkout form automatically applies to encourage supporters to upgrade from a one-time donation to a recurring donation plan. Upsells are designed to have no negative impact on conversion rates. The exact upsell scenario depends on the supporter's actions and is determined by AI.

• Pre-donation upsell happens during the checkout process, after a supporter has selected a one-time donation amount, but before they select a payment method.
• Post-donation upsell is offered after a supporter completes a one-time transaction on the Checkout form.

The higher the numbers in these sections, the more money your organization received from the upsell tool.

You can check if automatic upsell is enabled, which we recommend for every campaign. To do this, go to Dashboard > Campaigns > [Campaign name] > Settings > Frequencies and review the checkbox settings.

The data shown here is not affected by the Source or Frequency filters.

You can offer your supporters the option to cover the transaction costs associated with their donation. When supporters agree to cover the transaction costs, they donate an additional amount that approximately covers the Fundraise Up platform fees and payment processing fees.

In the Covered costs section, you can see the percentage of all donations that are covered. The higher this number is, the better it is for your organization.

To improve this result, check the Transaction cost setting for your campaigns. To do this, go to Dashboard > Campaigns > [Campaign name] > Settings > Transaction costs. We recommend selecting the Adaptive cost coverage option to make better use of AI. Learn more about Transaction costs →

No data will be displayed if Recurring migration is selected as the only Source filter.

Here you can see the number of fraudulent payment attempts that were prevented by our system. We use a mix of machine learning and manual review to effectively prevent card and bank fraud. Learn more →

You can minimize the risk of fraudulent activities by establishing a minimum donation amount. To do this, go to Dashboard > Campaigns > [Campaign name] > Settings > Minimum amounts. You can choose any amount, but we recommend $5 or equivalent. Learn more about minimum donation amounts →

The data shown in this section is not affected by the Source, Frequency, or Designation filters.

It is important to monitor the number of donations made on mobile devices. This will help you better understand the behavior of your supporters and change your fundraising strategy if necessary.

In this section you can see the percentage of donations that were made from a phone or tablet, including donations from recurring plans that were first created on a mobile device. If you find that this number is increasing over time, it is a good practice to review the usability of your site for mobile users and the way you communicate with them.

This data will not be displayed if only Virtual Terminal and/or Recurring migration are selected in the Source filter. Also, no data will be displayed if only Recurring (next installments) is selected in the Frequency filter.

This heatmap visualizes all your donations by day and time, according to your organization's chosen time zone. Data is aggregated by hour.

Darker shades of blue indicate more donation-dense time periods. This heatmap uses the average data for each day and time over the entire time period that you have selected.

To see exact statistics from the past week, select Last 7 days in the date picker at the top of the page. Hover your mouse over a cell to see exact figures for how much was raised and from how many donations.

The default view excludes donations from the Recurring migration source. By default, it displays data for One-time donations and Recurring (first installment) donations. You can adjust both the Source and Frequency filters to customize the view.

Use these graphs to identify your most loyal supporters, see how they give, and find new ways to connect with them.

Here you can see the most popular donation frequency for your organization. Based on this data, you can experiment with different strategies to find the optimal frequency for your supporters.

Frequencies are set at the campaign level (Dashboard > Campaigns > [Campaign name] > Settings > Frequencies). If you don’t see all the options there, go to your organization’s Recurring plans settings and select additional frequencies.

This graph is not affected by the frequency filter.

You can remove lines by clicking on the corresponding label in the data table.

This graph helps you understand how your supporters prefer to pay. It shows information on all payment methods that are available to your organization, including those that have not yet been enabled.

To check which payment methods are enabled for your organization, go to Dashboard > Settings > Payment methods.

You can remove lines by clicking on the corresponding label in the data table.

If you have designations enabled in your Dashboard, this graph will show designations that your supporters use the most.

We recommend that you enable designations, because supporters are likely to give more if they can direct their gift to something that is important to them. You can add multiple designations and choose your default designation. Learn more →

You can remove lines by clicking on the corresponding label in the data table.

The Countries graph shows your organization's reach across countries. It can help you identify potential growth areas and expand your donor base.

If you see activity from your foreign supporters, consider translating your campaigns to make them easier to use.

You can remove lines by clicking on the corresponding label in the data table.

Tribute giving allows supporters to honor or memorialize loved ones with their donations. This graph shows the total amount of tribute donations and the most common type of tribute within your organization. This is a valuable opportunity to connect with your supporters through personalized outreach.

Learn how to engage supporters with tribute giving →

You can remove lines by clicking on the corresponding label in the data table.

If you have enabled supporter-driven fundraising, this graph will show the Fundraisers that are associated with your account.

Only Fundraisers that existed during your selected time period will be shown.

Supporter-initiated fundraising is a powerful way to raise money. By turning your supporters into fundraisers, you can engage their networks and build a stronger community around your campaign. Learn how to create a supporter-driven Fundraiser →

This graph is not affected by the frequency and source filters.

You can remove lines by clicking on the corresponding label in the data table.

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