Payment & Retention Insight for Supporter Management
Upload a donor transaction file to reveal the full spectrum of income trends, donor retention, campaign performance, forecasts, and board-ready recommendations.
The sum of all positive donation amounts in the selected date range, after applying your filters. The percentage below compares this income with the same date range one year earlier: (current income − previous income) ÷ previous income × 100. If previous income is below £1, the calculation uses £1 as its denominator.
The number of distinct donor identifiers with a positive donation in the selected date range, after applying your filters. Each donor is counted once, regardless of how many gifts they made. The new donor count includes donors whose first gift in this selection falls in its latest calendar year, excluding those assigned to the lapsed, loyal, high value or repeat segments.
Estimated income for the next 12 months. Income in the selected date range is divided by the number of months containing donations to find a monthly average. This average is multiplied by (1 + annual income growth ÷ 100 ÷ 3), then by 12. Growth compares the selected range with the same dates one year earlier, with declines capped at −35% for this projection.
The percentage of donors from the same date range one year earlier who also donated in the current selection: returning donors ÷ distinct previous-period donors × 100. Both periods use your current filters. If the previous period has no donors, this shows 0%. The repeat count below is the current selection's repeat donor segment, which excludes donors classified as lapsed, loyal or high value.
The percentage of donors from the same date range one year earlier who did not donate in the current selection: previous-period donors who did not return ÷ distinct previous-period donors × 100. Both periods use your current filters. If the previous period has no donors, this shows 0%. The lapsed count below is a separate measure: donors whose last gift in the current selection is older than the configured lapsed donor window, measured from today.
Total income divided by the number of positive donation transactions in the selected date range, after applying your filters. This is an average per gift, rather than per donor. The median below is the middle gift when amounts are sorted; for an even number of gifts, the higher of the two middle amounts is used. An empty selection shows £0.
Average recorded giving per donor who donated in the selected date range. For those distinct donors, all their positive donations across the uploaded history are summed, then divided by the number of selected donors. Your column filters still apply, but donations outside the selected dates are included in the total. This measures recorded giving in your data. An empty selection shows £0.
New donors: First donation in the latest year currently visible in the selected data.
Repeat donors: More than one donation, without meeting a higher-priority segment.
High value: Total giving meets or exceeds the configured high value threshold.
Lapsed donors: Last donation is older than the configured lapsed donor window.
Loyal donors: Three or more donations, without being lapsed.
Active donors: Currently active donors who do not meet another segment rule.
Cumulative income from distinct donors, ranked by total giving from highest to lowest. Uses the current date range and filters.
Donor counts round up to the next whole donor.
Fundraising income is £2,910 across 9 donors. Major Donor Dinner is the leading campaign, contributing £1,200.
60% of 2025 donors gave again in 2026. Attrition is 40%, with 0 donors outside the 12-month activity window.
Events is the strongest income channel. Prioritise retention journeys and upgrade asks for donors acquired through this route.
| Campaign | Income |
|---|---|
| Major Donor Dinner | £1,200 |
| Corporate Challenge | £550 |
| Legacy Programme | £420 |
| Christmas Appeal | £300 |
| Summer Match Fund | £200 |
| Spring Appeal | £130 |
File: Demo charity transactions
Rows after filters: 16
Valid donations: 16
Donations in date range: 9
Date range: 12 Oct 2025 to 12 Oct 2026
High value threshold: £500
Lapsed donor window: 12 months
Trend view: periodic, previous year shown
Donor identifier: Donor ID
Donation date: Date
Donation amount: Amount
Campaign or appeal: Campaign
Fundraising channel: Channel
No include/exclude filters applied
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