Analytics & Reports
Know where the money stands before anyone asks. Live dashboards for the morning check-in, donor and campaign reports for the board packet, pulled from the same records your team works in all day.
The analytics dashboard in FundraiserMax. Real product, not a mockup.
What the Dashboards Show
Real-Time Dashboards
Total raised against goal, donations and pledges recorded, contact counts, and campaign progress update as gifts are recorded. Open the dashboard in the morning and the numbers already match today's donation records. No rebuild, no refresh request to finance.
Donor Analytics
Giving patterns and major-donor prospects come from the same contact records your team updates every day. Filter by campaign, date range, gift status, amount, or payment method, and drill from a total down to the individual gifts behind it.
Custom Reports
Build a report for any timeframe or criteria, then export to Excel or PDF for board packets, grant applications, and campaign finance filings. Save the filter set under a name so the same cut is one click away next quarter.
From Top-Line Trend to Individual Gift
Fundraising Metrics
Track total raised against goal, donation and pledge totals, average gift size, and campaign progress. Compare performance across campaigns and date ranges to identify what works.
Donor Insights
Review giving patterns across your donor file. Sort and filter by total given, gift count, average gift, and last gift date to decide who to ask next, then send that list straight into email, SMS, or a call time block.
Campaign Performance
See per-campaign email results (opens, clicks, bounces, and unsubscribes) alongside per-event financials built from the donations and pledges recorded against each event, and adjust your fundraising mix from what the numbers show.
Filtered Financial Reporting
Filter any financial report by campaign, date range, gift status, amount, payment method, or batch number, then export the result. Track pledge fulfillment for a single campaign, or pull only the gifts still marked unthanked. Save the filter set under a name and re-run it next quarter against whatever has been entered since.
Open Data Access
Your data is never locked in. Export any report to Excel or PDF for spreadsheets and grant applications, and pull live numbers through the REST API. The built-in MCP server lets AI assistants query your fundraising data directly, so you can ask plain-language questions about your giving history without building a single report by hand.
Who Runs on This
Campaign managers
Check total raised against goal and this week's gifts on the dashboard before the 9 a.m. call, instead of asking finance to run an export the night before.
Finance directors and treasurers
Pull the quarter's donations and pledges by campaign, payment method, and batch number from the same records the dashboards use, then hand the contribution detail to the accountant without re-keying a number.
Nonprofit executive directors
Export the board packet (campaign totals, gifts and pledges by period, average gift) to PDF the night before the meeting, with every figure traceable to the gifts behind it.
Development directors
Compare the spring appeal's opens and clicks against the gifts recorded in the same window, and decide which list gets the follow-up before the next send.
Frequently Asked Questions
What is fundraising analytics software?
Fundraising analytics software turns your donor and donation data into dashboards and reports you can act on. In FundraiserMax, analytics is built into the CRM itself, so metrics like total raised, gifts recorded, and progress against goal update in real time as donations, pledges, and outreach are recorded.
Is analytics included in every FundraiserMax plan?
Yes. FundraiserMax has one plan: $40 per user per month, or $425 per user per year. Dashboards, donor analytics, custom reports, and exports are never gated behind a higher tier, and there is no separate charge or usage meter for reporting.
Can I export reports for board meetings or campaign finance filings?
Yes. Reports export to Excel or PDF, so you can drop numbers straight into board packets and grant applications. For political committees, the same donation records your dashboards use produce the contribution export your treasurer or filing vendor works from. No re-keying data between systems.
Which fundraising metrics does FundraiserMax track?
Dashboards cover total raised against goal, donations and pledges recorded, contact counts, and campaign progress. You can compare across campaigns and date ranges, and drill from a total down to the individual gifts behind it. Financial reports add average gift size, totals by payment method, and pledge fulfillment.
Can AI assistants access my fundraising analytics?
Yes. FundraiserMax includes a REST API and an MCP server, so AI assistants can query your fundraising data directly. Ask plain-language questions about giving history and campaign totals and get answers grounded in your live CRM data, with unlimited contacts on every account.
The numbers, without the export.
Connect your donor data during the 7-day trial and watch the dashboards fill in from your own gift records.Reports aren't a premium tier. Every seat gets everything, $40 per user per month.