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.
What the Dashboards Show
Dashboards That Match Today's Records
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. Nobody rebuilds it, and nobody has to ask finance for a refresh.
Donor Analytics
Which donors haven't given since last cycle, and which ones gave three times this year, comes off the contact records your team updates every day. Filter by campaign, date range, gift status, amount, or payment method, and the gifts that make up each total are listed right under it.
Custom Reports
Filter the gift records to the cut you need, then export to Excel or PDF for board packets, grant applications, and campaign finance filings. Save the filter set under a name and re-run it next quarter.
What You Can Filter, Sort, and Export
Fundraising Metrics
Per-campaign totals against goal, with gift and pledge counts for each. Filter by date range to see what the March mailer produced against the February one.
Giving History by Donor
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
Each email campaign shows opens, clicks, bounces, and unsubscribes. Each event shows the donations and pledges recorded against it. Put the spring appeal's numbers next to the spring reception's and decide which one gets the budget next year.
Filtered Financial Reporting
Filter any financial report by campaign, date range, gift status, amount, payment method, or batch number, then export the result. Pull the pledges still open on a single campaign, or only the gifts still marked unthanked. The Hosts report ranks your hosts and bundlers by what they raised and committed, by campaign or event.
Exports, API, and MCP
Every report exports to Excel or PDF, and the REST API returns the same rows. The built-in MCP server lets an AI assistant query your contacts, gifts, and campaign totals with an API key. Ask it what a donor gave last year instead of building a report to find out.
Who Reads the Numbers
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) 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 is the dashboard and report layer on top of your donor and gift records. In FundraiserMax it's built into the CRM, so total raised, gifts recorded, and progress against goal change as soon as a donation or pledge is entered.
Is analytics included in every FundraiserMax plan?
There's one plan, $40 per user per month or $425 per user per year, and reporting is in it. Dashboards, donor analytics, custom reports, and exports are never gated behind a higher tier, and there's no separate charge or usage meter for reporting.
Can I export reports for board meetings or campaign finance filings?
Reports export to Excel or PDF, and the numbers drop straight into a board packet or grant application. For political committees, the same donation records your dashboards use produce the contribution export your treasurer or filing vendor works from. Nothing gets re-keyed between systems.
Which fundraising metrics does FundraiserMax track?
The dashboard shows total raised against goal, gift and pledge counts, contact counts, and campaign progress. Financial reports add totals for any cut you filter to (payment method, batch, pledge status, gifts still unthanked), narrowed by campaign and date range, with the gifts that make up each total listed under it.
Can AI assistants access my fundraising analytics?
Through the REST API and the built-in MCP server. Connect an AI assistant to the MCP endpoint with an API key and ask it for a donor's giving history or a campaign's total; it reads the same records your team entered, not a copy.
Load last year's gifts and read the dashboard.
Import your gift history by CSV during the 7-day trial and the dashboards fill in from your own records.Reports aren't a premium tier. Every seat gets the same features, $40 per user per month.