--- title: Understanding the 4 Donor Insights Tabs description: donor insights --- [Skip to content](https://kbhelp.humanitru.com/knowledge/understanding-the-4-donor-insights-tabs#main-content) English Show submenu for translations [Contact us](https://kbhelp.humanitru.com/knowledge/kb-tickets/new?hsLang=en) [![Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png\]](https://kbhelp.humanitru.com/hs-fs/hubfs/Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png?height=40&name=Humanitru-logo-green-horiz-lo-rez-web-main-RGB-3.png)](https://kbhelp.humanitru.com/knowledge?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://kbhelp.humanitru.com/knowledge/kb-tickets/new) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Help Center](https://kbhelp.humanitru.com/knowledge?hsLang=en) 2. [Humanitru Database](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en) 3. [Donor Insights](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#donor-insights) # Understanding the 4 Donor Insights Tabs **Overview** This overview guide explains how the four Donor Insights sub-sections (Daily Digest, Weekly Nudges, Monthly Recap, and Prospects) work together to provide a comprehensive view of donor behavior and fundraising performance. **When to Use This Guide** Use this guide to understand the Donor Insights module structure, learn which sub-section best serves different organizational needs, and develop an integrated Donor Insights workflow. ### **The Four Sub-Sections at a Glance** **Daily Digest:** Real-time snapshot of today's and yesterday's activity. See donations, memberships, and RSVPs with constituent details. **Weekly Nudges:** AI-powered weekly recommendations for outreach. Ranked by Giving and Engagement Scores, organized into actionable categories. **Monthly Recap:** Month-by-month overview of fundraising performance. Track revenue, new donors, recurring donors, and donor lifetime value. **Prospects:** Proactive prospect identification using eight segments combining engagement and lifecycle stage. Build cultivation lists. ### **Daily Digest: Tactical, Daily Use** Purpose: Monitor daily operations and transaction accuracy. Best for: Staff who need daily activity snapshots—Development coordinators, Finance team, Executive Directors. Key metrics: Daily revenue, donation/membership/RSVP counts, individual transaction details. Use cases: - Each morning, review yesterday's activity to ensure all gifts were recorded correctly and identify any that need immediate attention. - Verify that fundraising events resulted in expected transaction volume. - Track progress toward daily or weekly revenue goals. Time commitment: 10-15 minutes daily. ### **Weekly Nudges: Strategic Outreach Recommendations** Purpose: Identify and prioritize weekly outreach opportunities using AI scoring. Best for: Development Directors, Major Gift Officers, Executive Directors managing donor relationships. Key metrics: Giving Score (likelihood and value of next gift), Engagement Score (activity level), recommendation categories. Use cases: - Each Monday, review the ranked nudges list to identify priority constituents for the week's outreach. - Focus on high-scoring constituents (both Giving and Engagement 70+) for major gift opportunities. - Prioritize Lapsed Donor Re-Engagement category for retention efforts. - Log follow-up actions after outreach to inform future recommendations. Time commitment: 30-45 minutes weekly during outreach planning. ### **Monthly Recap: Performance Analysis and Benchmarking** Purpose: Review monthly fundraising performance against goals and historical trends. Best for: Executive Directors, Development Directors, Board members tracking organizational performance. Key metrics: Total donation revenue, new first-time donors, new recurring donors, average lifetime value per recurring donor. Use cases: - Review monthly performance on the first business day of each month (assess prior month). - Compare actual revenue against monthly goal. - Track new donor acquisition and recurring donor growth metrics. - Export detailed reports for board meetings or strategic planning. - Identify seasonal patterns by comparing the same months year-over-year. Time commitment: 20-30 minutes monthly for review and board reporting. ### **Prospects: Proactive Engagement** Purpose: Identify warm leads and build cultivation lists based on engagement and giving stage. Best for: Development Directors, Executive Directors building strategic engagement lists. Key metrics: Eight prospect segments (Engaged/Curious × Donor/Member/Non-Donor/Lapsed), engagement levels. Use cases: - Quarterly: Review Engaged Non-Donor segment to identify ways to connect and solicit. - Monthly: Review Engaged Lapsed Donor list for strategic re-engagement campaigns. - Ongoing: Use prospects to build strategy for engagement and re-engagement. - Periodic: Analyze segment composition and movement to assess overall engagement health. Time commitment: 1-2 hours quarterly for pipeline review; ongoing for targeted exports. ### **Integrated Donor Insights Workflow** Best-practice organizations integrate all four sub-sections into a coordinated workflow: **Daily:** Development Coordinator reviews Daily Digest to ensure transaction accuracy. **Weekly (Monday):** Development team conducts outreach planning using Weekly Nudges ranked list. Assign constituents to officers, plan contact methods. **Weekly (Ongoing):** Development officers execute outreach to Weekly Nudges list constituents. Log activities in Humanitru for team visibility. **Monthly (1st of month):** Executive Director and Development Director review Monthly Recap. Assess performance, review board presentation needs. **Quarterly (Month-end):** Development team reviews Prospects segments. Identify major gift candidates, build cultivation lists, export for research. ### **Choosing Which Sub-Section for Your Needs** Different questions point to different sub-sections: **"Did yesterday's event generate expected revenue?" → Daily Digest** Get real-time transaction data and verification. **"Who should we call this week?" → Weekly Nudges** Let AI scoring guide your outreach priority. **"Are we on pace to hit our annual revenue goal?" → Monthly Recap** Benchmark actual vs. goal, identify trends. **"Who are our best prospects?" → Prospects** Filter by engagement and giving stage, build cultivation lists. ### **Data Updates and Refresh Frequency** **Daily Digest:** Updated daily; yesterday's data available each morning. **Weekly Nudges:** Updated weekly (typically Monday morning); scores recalculated based on latest transaction and engagement data. **Monthly Recap:** Updated monthly at month-end; previous months available for historical review. **Prospects:** Updated weekly; segment membership refreshed as constituent behavior and scores change. ### **Key Metrics Across All Sub-Sections** Metrics you'll encounter across Donor Insights: - Giving Score: Likelihood and value of next gift (1-99 percentile). - Engagement Score: Activity level and interaction frequency (1-99 percentile). - Revenue: Total donations, memberships, or RSVP revenue. - Lifetime Value (LTV): Projected total value of a constituent over relationship. - Recency: Time since last gift or engagement. - Frequency: How often a constituent gives or engages. - Donor Segment: Classification (e.g., Engaged Non-Donor, Lapsed Major Donor). ### **Best Practices for Donor Insights Success** - Assign clear ownership: Who reviews Daily Digest? Who manages Weekly Nudges outreach? Who handles quarterly Prospects analysis? - Log all activities: When outreach happens, log it in Humanitru so scores and recommendations improve. - Review weekly: Make Weekly Nudges review a fixed meeting (e.g., Monday 9am). - Export and share: Use Monthly Recap exports for board meetings and strategic planning with leadership. - Measure results: Track conversion rates from each sub-section to assess effectiveness of your Donor Insights usage. ### **Common Workflow Mistakes to Avoid** - Ignoring the Daily Digest: Transaction errors can create downstream problems in Nudges scoring. - Not logging Weekly Nudges outreach: Without activity logs, AI can't learn what works and scores stagnate. - Over-relying on AI alone: Scores are guides, not destiny. Always layer in your relationship knowledge and capacity research. - Only using Prospects for donations: Engaged segments also support membership strategies.. - No coordination: If multiple people reach out to the same constituent without knowing, you damage the relationship. ### **Pro Tips** - Encourage your team to use Daily Digest to review donations, memberships and RSVPs for personalized communication, etc. - Use Weekly Nudges categories in your CRM workflow names (e.g., 'Weekly Nudge: Lapsed Donor Re-Engagement') to track which source drove outreach. - Export Monthly Recap reports the day after month-end; don't wait—data changes over time. - Build a strategy for Prospects identified in Donor Insights to communicate effectively and steward relationships with your supporters. - [Humanitru Database](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#main-content) - [Getting Started](https://kbhelp.humanitru.com/knowledge/humanitru-database?hsLang=en#getting-started) - 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