What's New In Raiser's Edge NXT EAP: New Default Insights

Steve Stegelin

To help ease common analysis, you can use several insights out-of-the-box in Analysis. With these new default insights, you can analyze everything from gifts and constituents to actions and, with Prospect Research Management, opportunities.

• Appeal giving — How much each appeal acquires, through both received and committed revenue
• Campaign giving — How much each campaign raises, through both received and committed revenue
• Constituents — How many constituents meet specific criteria. By default, this insight breaks down constituents by their primary constituent code, but you can apply additional attributes such as Constituent age group or Constituent lifecycle status.
• Constituents by next ask amount — How many constituents Target Analytics suggests for each next ask amount, based on their giving history
• Constituents over time — How many constituents were added each year
• Constituents over time, last 12 months — How many constituents were added each month of the past year
• Donors by lifecycle status — How many constituents are at each stage of the donor lifecycle, such as Retained or Lapsed
• Gift amount by city — How much you raise from each city, as both received and committed revenue
• Gifts by constituent code — How many gifts you raise from each constituent code, as both received and committed revenue
• Giving by fundraising effort — How much each fundraising effort raises through received, committed, and recognized revenue, and in total. By default, this breaks down giving by Appeal description, but you can apply additional attributes such as Campaign description or Fund description.
• Fund giving — How much each fund raises, through both received and committed revenue
• Fundraiser actions by category — How many actions of each category are assigned to each fundraiser
• Fundraiser actions by status code — How many actions of each category are assigned to fundraisers, by their current status
• Fundraiser gifts — How many gifts — and how much — each assigned or credited fundraiser acquires
• Fundraiser opportunities — How many opportunities — funded, and in total — each fundraiser is assigned, and how much they raise
• Opportunities by campaign — How many opportunities raise giving toward each campaign, and how much they ask for, expect, and receive as funding
• Opportunities by fund — How many opportunities raise giving toward each fund
• Opportunities by status — How many opportunities are at each stage of your solicitation process
• Package giving — How much each package acquires, through both received and committed revenue
• Pledge installments by constituent — How much each constituent paid (or will) through pledge installments, and how much of that giving is past due

For more information, see the Insights Help.