Donor Retention Dashboard Widget Has Arrived

by Mark Panger30. December 2015 15:39

You can see your last 10 years of donor retention in a single graph.  Click the image below to see a Youtube video of how to get your own donor retention dashboard.  An explanation of the calculation can be found here:

The chart can be configured for ANY rolling 10 year history (assuming you have 10 years of donor history).  You also have the option to exclude inkind-only donors from the calculation.


Cash Flow Statement has been added (mostly political customers)

by Mark Panger10. December 2015 12:06

A new report to show your sources and uses of cash has been added as of this latest release.  It can be run for any date range.


Click the image to see a full size view



The report is available in the Financial menu branch:




About the author

Something about the author

Month List

Page List