How the scorecard works
Every metric is compared across four groups: Org (organisations sharing your brand), Market (same country), Size (same income band: <$10m, $10m–$25m, $25m–$50m, $50m–$100m, $100m+) and All participants.
Within each group, organisations are ordered by their value. Rank 1 is best. Ties share the same rank. Your rank is shown as rank / group size, e.g. 3/11.
Organisations with no suitable data for a metric are excluded from that metric's group entirely — they neither rank nor count toward the group size.
The Overall average rank is the mean of your ranks across all metrics in the All dimension. A Q5 badge marks metrics where you sit in the bottom 20% of all participants.
For Pareto concentration and Channel reliance metrics (marked ↓), a lower value is better because it signals less dependence on a small group of donors or one channel. These are ranked ascending, and a negative difference is shown as favourable.
The Average is the mean of the other organisations in the group — your own value is excluded. Difference is your score minus that average; light figures are favourable, red is unfavourable.
You will never see another organisation's name, individual value or any detail that identifies them. Calculations run inside the database and only aggregated results for your organisation are returned.
If a group has fewer than 3 other organisations, the average and difference are withheld and shown as “Not enough peers”. Rank and group size are still shown.
| Category | Metric | Unit | Definition |
|---|---|---|---|
| Individual Giving | Individual giving income | $ | Total income from individual donors in the period. |
| Individual Giving | Individual giving growth | % | Year-on-year change in individual giving income. |
| Individual Giving | Active individual donors | qty | Individuals who gave at least once in the period. |
| Individual Giving | Donor retention rate | % | Share of last period's donors who gave again. |
| Individual Giving | Average annual value per donor | $ | Individual giving income divided by active donors. |
| Individual Giving | Pareto concentration ↓ | % | Share of income from the top 20% of donors. Reverse ranked. |
| Individual Giving | Channel reliance ↓ | % | Share of income from the largest channel. Reverse ranked. |
| Regular Giving | Regular giving income | $ | Total income from recurring gifts. |
| Regular Giving | Regular giving growth | % | Year-on-year change in regular giving income. |
| Regular Giving | Active regular givers | qty | Donors with an active recurring gift at period end. |
| Regular Giving | New regular givers recruited | qty | Regular givers recruited in the period. |
| Regular Giving | 12-month regular giver retention | % | Recruits still giving 12 months after sign-up. |
| Regular Giving | Average monthly gift | $ | Average monthly value of active recurring gifts. |
| Regular Giving | Regular giving upgrade rate | % | Regular givers who increased their gift. |
| Regular Giving | Regular giving channel reliance ↓ | % | New regular givers from the largest channel. Reverse ranked. |
| Single Giving | Single giving income | $ | Total income from one-off gifts. |
| Single Giving | Single giving growth | % | Year-on-year change in single giving income. |
| Single Giving | Single gift donors | qty | Donors making one-off gifts. |
| Single Giving | Average single gift | $ | Average value of one-off gifts. |
| Single Giving | Second gift conversion | % | First-time donors who gave again within 12 months. |
| Single Giving | Single giving Pareto concentration ↓ | % | Single income from the top 20% of donors. Reverse ranked. |
