Overview
The Finances section of NationBuilder Insights provides comprehensive financial analytics to help you understand your fundraising performance, donor behavior, and revenue streams. This powerful tool offers deep insights into your organization's financial health across multiple interactive dashboards.
Key dashboards
There are three finance dashboards. Each one looks at your financial health from a different angle:
Transactions dashboard
Offers a detailed view of financial transactions.
Key metrics:
Total Transactions
Total Revenue
Total Contributors
Average Transaction
Visualizations:
Revenue by Month
Transactions by Month
Revenue by Source (donations, memberships, event tickets)
Revenue by Transaction Frequency (One-time, Recurring monthly, Recurring annually)
Revenue by Transaction Size
Revenue by Nation
Revenue by Tracking Code
Contributors dashboard
Provides insights into the people who donate to your organization, purchase memberships, and buy tickets.
Key Metrics:
Total Transactions
Total Revenue
Total Contributors
Average Transaction
Visualizations:
Revenue by Month
Contributors by Month
Contributors by Location
Contributors by Source (donations, memberships, event tickets)
Contributors by Nation
Donors dashboard
Helps you understand donor behavior and opportunities.
Visualizations:
Donors by type (new, retained, reactivated)
Revenue by donor type
Average donation size by donor type
Key Metrics:
Donor retention rate
Donor reactivation rate
Common use cases
Year-over-year performance analysis
Campaign effectiveness tracking
Donor segmentation
Seasonal fundraising planning
Revenue diversification strategies