Donor Dashboard

Ask for a read on your giving health and get one built on the spot. Joy reads your donor CRM read-only, then shows total raised against goal, giving by donor segment, new versus returning donors, and your retention rate — a dashboard-style view you can pull up whenever you need to know which segment to work.

For Development Directors Major Gift Officers Advancement Analysts Executive Directors
Sample prompt to Joy's Assistant

Show me a donor dashboard for [this fiscal year] — total raised against goal, giving by [donor segment], retention, and which segment we should work next.

What it can look like

An illustrative example. Your output will reflect your own sources, data, and prompts.

Show me a donor dashboard for fiscal year 2026 — total raised against goal, giving by donor segment, retention, and which segment we should work next.

I read your donor CRM just now and pulled fiscal year 2026 to date into one view: total raised against goal, the split of giving by segment, retention, and where I would focus. You are at $1.24M of the $1.5M goal, and mid-level giving is the one segment worth working next.

Donor dashboard: FY2026 to date

Period: Fiscal year 2026 (year to date)
Source: Donor CRM, read read-only at ask time
Total raised: $1.24M of a $1.5M goal, across four segments

You have raised $1.24M so far this year, 83% of the $1.5M goal with a $260K gap left to close. Major gifts are your largest segment at $520K, 42 cents of every dollar raised, and recurring giving is the fastest riser, up 22% on the same point last year.

$1.24M
Total raised (83% of $1.5M goal)
▲ 6% vs last year
3,180
Donors
▲ 720 new this year
62%
Retention rate
▼ from 66% last year

Here is the full split of giving by segment. Major and mid-level gifts make up two-thirds of the total, while recurring and grassroots giving fill in the base.

$1.24MRaised YTD
Major gifts$520K
Mid-level$310K
Recurring$248K
Grassroots$162K

The movement matters more than the split. Recurring giving is up 22% and major gifts are up 8%, both healthy, but mid-level giving has slipped 12% against last year, and grassroots is off 5%. Here is each segment beside where it stood at this point in 2025.

SegmentRaised YTDSharevs last year
Major gifts$520K42%▲ 8%
Mid-level$310K25%▼ 12%
Recurring$248K20%▲ 22%
Grassroots$162K13%▼ 5%

The segment to work next is mid-level. It is the one part of the base moving the wrong way while everything around it grows, and at $310K it is large enough that a 12% recovery is worth about $42K, a real dent in the $260K still short of goal. Mid-level donors are also the pipeline that feeds major gifts, so the slide costs you twice if it holds. The 62% retention rate, down from 66%, is being dragged mostly by lapsing mid-level and grassroots donors, so a focused re-engagement push there closes the gap and steadies retention at the same time.

Ask for any segment, appeal, or time frame and I will read the CRM again and redraw this view around it. A good next cut is the list of mid-level donors who gave last year but not yet this year, so you know exactly who to call.

Want me to pull the lapsed mid-level donors to call this week, or show the same view broken down by appeal?

From a hand-built breakdown to a view you just ask for

Donor Dashboard turns your donor CRM into an on-demand visual read. Ask for a period and Joy reads the CRM read-only, then draws total raised against goal, the split of giving by segment, new versus returning donors, and your retention rate — and calls out which segment to work next. It is a dashboard-style view built in the conversation, not a report you keep alive.

  1. Connect your donor CRM

    Link your fundraising source once. Joy reads it read-only and only when you ask: gift transactions, donor records, the segments and tags you already use, and the appeals behind each gift.

  2. Ask for the view

    Say the period and how you want giving sliced — by segment, appeal, or campaign. Each time you ask, Joy reads the latest gifts, so the breakdown reflects where giving stands today.

  3. Read the health check

    Get KPI tiles, a segment donut, and a short read of what is up, what is down, and which segment to work next, with retention and new-versus-returning donors in the same view.

  4. Use it where you work

    Ask follow-ups like “show me the mid-level donors who lapsed this year” or “break this down by appeal,” then copy the view into a board update or a note to your development team.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, so anyone can run it in one step.

Make it yours

Segment Donut

Your giving divided across major, mid-level, recurring, and grassroots at a glance, with the total in the middle and every slice labeled.

Raised Against Goal

The headline number set against your goal, so you can see the gap left to close, not just the total in the bank.

Retention Read

Your retention rate and the new-versus-returning split, so you know whether the base is holding or quietly lapsing.

Where To Focus

A short read naming the segment moving the wrong way and worth the most to recover, so the view ends in a decision rather than a chart.

By Appeal

Split the same giving by appeal or campaign instead of segment to see which asks are pulling their weight.

Year Over Year

Compare this year against last at the same point to separate a real trend from a timing difference.

New Versus Returning

Focus the view on how much is coming from first-time donors versus returning ones and how that mix is shifting.

Lapsing Donors

Narrow to the donors who gave last year but not yet this year, ranked so you know who to re-engage first.

Frequently Asked Questions

Is this a live dashboard or a report I have to build?

It is an on-demand visual read, not a report you assemble or a board running in the background. Each time you ask, Joy reads your donor CRM and draws the breakdown — KPI tiles, a segment donut, and a retention read — right in the conversation.

How current are the numbers?

They are as current as your CRM. Because Joy reads the figures at the moment you ask rather than from a saved snapshot, the view reflects the gifts posted in your donor CRM today, including anything that came in this morning.

How are the donor segments defined?

Joy uses the segments and tags you already keep in your CRM — major, mid-level, recurring, and grassroots, or whatever labels your organization uses. If you slice giving a different way, ask for that and Joy redraws the view around it.

How is the retention rate calculated?

Retention is the share of last year's donors who have given again this year, read straight from your gift history. The example shows 62%, down from 66%, with the new-versus-returning split beside it so you can see whether the base is holding.

Does Joy change anything in our CRM?

No. Joy reads your donor CRM read-only. It never writes back, edits a record, or contacts a donor. It only surfaces the breakdown so you and your team can act on it in your own tools.

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