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History Import & Analysis
If you have years of giving in Excel, this feature turns that history into usable analytics and donor insight.
Why this is a must-have
- Retention matters: knowing who stayed, who left, and who returned drives real growth.
- Trends matter: leadership needs year-over-year clarity, not “best guess” totals.
- Strategy matters: you can focus outreach based on facts, not assumptions.
What you can do
- Import multi-year totals from Excel
- Run cohort and retention analysis
- View year-over-year trends
- See attrition and donor movement (upgrade/downgrade)
- Export diocesan-style analytics to Excel
Value you get immediately
- Clear picture of donor behavior over time.
- Better planning for campaigns and annual goals.
- Board and leadership reporting becomes easy because it’s already organized.