Performance Assessment Report

Hello!

Does anyone know of a report that exists that will allow me to compare the information below for the current fiscal year, the previous fiscal year and two fiscal years ago? This is information we are hoping to review every year, so it would be most helpful to have a report that can automatically generate these findings.

ACTIVE DONORS

  • Number of active donors
  • Total Revenue

  • Number of Gifts
  • Revenue per donor (year to date)
  • Revenue per gift (average gift amount)
  • Gifts per donor
  • Number of 2+ givers

RETAINED DONORS

  • Number of retained donors
  • Donor retention rate
  • Retained donor revenue
  • Revenue retention rate
  • Revenue per retained donor

NEW DONORS

  • Number of new donors
  • New donor revenue
  • Number of new donor gifts
  • Revenue per new donor
  • Revenue per new donor gift

REACTIVATED DONORS

  • Number of reactivated donors
  • Reactivated donor revenue
  • Number of reactivated gifts
  • Revenue per reactivated donor
  • Revenue per reactivated gift

ATTRITION RATE

  • Attrition rate
  • Number of donors active in last 2 years
  • Number of donors active in last 3+ years
  • Number of donors lost from last year
  • Number of 2 year donors lost from last year

Thank you in advance for your help!

Andrew