Insights

Insight	Description
Added	The date the contact was added to the system
Last Changed	The date the contact was last changed
Last Changed By	The user/system user who last changed the contact
Giving Status (Donor Status)	High = Donated in the last 2 years greater than $1000 Active = Donated in the last 2 years Lapsed = Donated in the 7 years but not the last 2 years Inactive = No donation in the last 7 years Never Donated = No donation
Campaign Response	Calculated using successful payment history and campaigns received
Average contact per donation	The average number of campaigns a contact receives before a donation. Excludes recurrng giving payments
Days to second donation	Calculated using successful payment history
Average donation rate (days)	Life Time Days divided by Life Time Count
Proximity Ratio	Calculated on these indicators Campaign response rate Recurring giver status Attributes of Member, Staff, Volunteer or Alumni
Donation anniversary	The number of years since their first donation
Recurring Payment Due	The next due date for a recurring payment

Payment Statistics

Statistic	Description
1st Payment	Date of first payment received
Average Payment	Average payment amount calculated using susscessful payments
# Payments	Number of successful payments payments received
Total Payments	Total dollar value of successful payments
Recur 1st Payment	The date of the first recurring payment received
# Active Years	Number of years the contact has been an active donor
# Related Payments	Number of payments from related contacts
Total Related Payments	Total dollar value of payments from related contacts
# Fundraised Payments	Number of payments fundraised by the contact
Total Fundraised Payments	Total dollar value of payments fundraised by the contact

Insights and statistics will only show if they apply to the contact selected
Insights and statistics are computed from donation and engagement data. After you edit a contact, these fields refresh in the background (eventual consistency), so updates won’t appear immediately
Insights and statistics can be found in the query tool output columns under the headings Payment Summary Outputs and Recurring Payment Summary Outputs and can be queried