Programme Scorecard

Vital to any fundraising manager or director is the ability to understand what is going on across their programme at an overall level. The Canopy Programme Scorecard gives you exactly this. The Programme Scorecard provides a comprehensive snapshot of the organisation’s fundraising performance. It consolidates key metrics into a single, easy-to-read view, offering an at-a-glance picture of your current fundraising performance and comparisons against previous years . The programme reports include value metrics such as total income, number of gifts and average gift size as well as supporter volumes covering recruitment, lapsed donor information and crucially your overall file size.

This scorecard helps decision-makers quickly assess the effectiveness of the fundraising programme and then dive into greater depth to diagnose issues and understand key drivers.

And each dimension can then be further explored through the detailed suite of reports which sit below it.

Scroll down to discover the details of each report.

Income

Gifts

Average Gift

Recruits

Lapsed

Filesize

Income

The Income Report delves into the financial aspect of the fundraising programme. It details the total funds raised during a specific period, breaking down contributions from various products and channels, with opportunities to view this by engagement scores or segmentation.

This report provides crucial insights into the organisation’s financial make-up and the success of different fundraising initiatives.

Gifts

Focused on the number and types of donations received, the Gifts Report provides a detailed breakdown of transactions. It displays the volume of gifts based on their origin, product and recency.

This report helps organisations understand which donation channels are most successful and identifies patterns in giving behaviour, facilitating targeted strategies to maximise fundraising efforts.

Average Gift

The Average Gift Report calculates and analyses the average amount donated by supporters. This metric helps organisations understand the typical contribution size and variations over time.

Insights from this report guide strategies for setting fundraising goals, tailoring appeals, and building relationships with donors based on their giving capacity.

Recruits

Focusing on donor acquisition, the Recruits Report evaluates the success of recruiting new supporters to the cause. It provides details on the number of new donors acquired, their product they were recruited on to and how, demonstrating the effectiveness of various recruitment channels.

This report is instrumental in refining strategies to expand the donor base and enhance recruitment efforts.

Lapsed

The Lapsed Donors Report identifies and analyses cohorts of donors who were once active contributors but have discontinued their support. It provides insights into the types of supporter that is lapsing from the file rather than just a count, enabling organisations to design targeted re-engagement campaigns and understand where the problem lies – if there is one.

Understanding the dynamics behind donor attrition is crucial for developing strategies to win back support, and prevent future lapses.

Filesize

The Filesize Report focuses on the size of the file overtime – providing the impact of both recruitment and retention activities across the donor database. It includes metrics related to the size of the donor database, and trends across different supporter groups.

This report is essential for ensuring that the organisation’s fundraising base is not undergoing any significant changes that are hidden from the overall counts. It surfaces any underlying changes that an organisation should be aware of.