CRM

Donor Analytics

BetterUnite donor analytics compute the retention numbers most small nonprofits never get to: retention and attrition rates with named lists of who lapsed, lifetime value by source, cohort analysis, and revenue by channel, geography, and demographics. A top-20 donor bubble graph plots gift size against recency so a lapsing major donor is unmissable, and gift-size clustering shows where to set giving levels.

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The retention numbers most small nonprofits
never compute, computed for you.

01

The Top-Donor Bubble Graph

Your top 20 donors plotted by gift size and recency. A big bubble drifting toward “hasn't given lately” is a major donor at risk, visible at a glance.

  • Plot the top 20 donors by gift size and how recently they gave
  • Spot the large bubble drifting away from recent, before the lapse becomes permanent
  • Catch major donors who have not given lately, made visually unmissable

02

Retention, Measured

Retention rates, retained revenue, year-over-year comparison, and cohort analysis, with attrition lists that name exactly who lapsed.

  • Measure retention and attrition rates, retained revenue, and year-over-year change automatically
  • Name the lapsed donors on an attrition list, not just a percentage
  • Compare cohorts to see how each year's new donors behave over time

03

Where Revenue Really Comes From

Lifetime value by source, an online versus offline channel split, and revenue broken down by the dimensions you actually plan around.

  • Trace lifetime value back to the source that brought each donor in
  • Split revenue by online and offline channel
  • Break revenue down by zip code, city, state, age, employer, company, record owner, and gender

04

Set Smarter Ask Amounts

Revenue by gift size and gift-size clustering show where gifts naturally land, so giving levels and suggested amounts can sit just above them.

  • See revenue by gift size across the whole donor base
  • Find the clusters where individual gifts naturally group over time
  • Set giving levels and suggested ask amounts just above the clusters to lift the average gift

05

Board-Ready by Default

Trend visualization and board dashboards run on live CRM data, and deeper cross-organization reporting lives on Reports & Dashboards.

  • Show trends as charts the board can read without a walkthrough
  • Open board dashboards that are current the moment the meeting starts
  • Go deeper with exportable, cross-organization reports on Reports & Dashboards

Frequently Asked
Questions

How does BetterUnite show donor retention?

Retention rates, attrition rates, retained revenue, and year-over-year comparisons are computed automatically, plus named attrition lists, so you see exactly which donors lapsed this year, not just a percentage.

What is the top-donor bubble graph?

Your top 20 donors plotted by gift size and recency. A big bubble drifting toward “hasn't given lately” is a major donor at risk, visible at a glance, before the lapse becomes permanent.

Can donor analytics help us set giving levels?

Yes. Gift-size clustering shows where individual gifts naturally cluster over time. Set suggested amounts and giving levels just above those clusters to lift average gift size.

Can we slice revenue by geography or demographics?

Yes. Revenue breaks down by zip code, city, state, age, employer, company, record owner, and gender, plus an online vs. offline channel split, without a BI tool.

Do we need a data analyst to use this?

No. Analytics run on your live CRM data automatically, dashboards are board-ready by default, and every view pairs with exportable reports on Reports & Dashboards.

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Find the major donor you're about to lose.

A walkthrough with your real numbers: your retention, your questions. No pressure, no endless sales cycle.

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