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Insights: Drilling Into Your Program's Performance

A deeper look at how to drill into Avid insights to gain deeper insights and understanding.

 

Drilling Deeper into Avid Insights

Avid Insights is designed to show you not just what’s happening in your fundraising program, but why it's happening. This deeper level of analysis is what sets Avid apart from traditional one-size-fits-all reporting tools.

Let’s take a closer look at how you can use Avid to diagnose trends and take meaningful action.

Understanding Today's Top Five Insights

When you log into Avid Insights, you’ll immediately see the top five key changes in your fundraising program. These insight are customized to you based on the prioritization you set in your profile.

Here's what you'll find in your top five insights:

  • The biggest changes happening within your program overall—both good and bad.
  • The biggest changes happening with your specific area of focus. If you've told Avid you care more about online channels, you'll see more online channel insights.

  • Avid automatically interprets this data in plain language, making it easy to understand at a glance.

  • If you notice a sudden drop or increase, it’s time to investigate further.

Moving Beyond the What—Discovering the Why

The top five insights dashboard tells you what is happening and changing. To understand why it's happening, we have to drill deeper.

  1. Click the ‘View Insights’ Button – This takes you to a deeper analysis of the metric you’re examining.

  2. See Curated Reports & Charts – Unlike other reporting tools that overwhelm you with endless graphs, Avid prioritizes the most relevant insights.

  3. Analyze New Donor Details – If you’re behind on new donor acquisition, Avid will show you exactly where those losses are happening.

Identifying the Source of the Problem

Let’s say Avid shows that your new donors are down by 500 compared to last year. Where do you go from here?

  • New Donor Gifts by Month – This chart helps you determine whether the drop is consistent or if it happened in a specific time frame.

  • New Donors by Acquisition Channel – This view breaks down which fundraising channels are bringing in (or losing) new donors.

  • Sub-Channel Performance – If online giving is down, you can go even deeper to see which specific strategies—such as paid Facebook ads—are underperforming.

These deeper level of insights helps you pinpoint why a change is happening so you can take an action to fix it.

Taking Action Based on Insights

Once you’ve pinpointed the source of the issue, it’s time to act. If Avid shows that paid Facebook ads are driving 300 fewer donors than last year, you might consider:

  • Testing New Targeting Strategies – Are you reaching the right audience?

  • Refreshing Creative & Messaging – Are your ads compelling enough?

  • Adjusting Budget Allocation – Do you need to invest more in top-performing channels?

Stay Proactive, Not Reactive

Avid empowers you to move beyond passive reporting and take proactive steps to improve your fundraising performance. By consistently reviewing your insights and drilling deeper when needed, you can spot issues early, make data-driven decisions, and ultimately drive better results.

Take a moment to explore your Avid Insights now. What trends do you see, and how can you act on them today?

 

Ready to Keep Learning? Check out the next article on Insights: A Deeper Dive on Insight Reports »