Church leadership room with warm amber data visualizations representing giving analytics

Online Giving

Giving Analytics.
See the Full Picture.

Real-time dashboards, twelve executive reports, AI summaries, and stewardship pastoral care — included with every account. No add-ons required.

12 Reports 100+ Metrics per Donor 24/7 Real-Time Dashboard AI Executive Summaries
Included Free No Add-Ons All Plans

Real-Time Intelligence

Live Giving Dashboard

Every KPI, chart, and breakdown updates as gifts arrive — no waiting for overnight batch jobs.

Real-time KPIs

Total amount, gift count, new users, and future scheduled revenue update instantly.

12+ interactive charts

New vs existing, one-time vs recurring, average gift, year-over-year growth, weekly rhythm.

Fund & source analysis

Break down giving by fund, sub-fund, and gift source — web, kiosk, text, app.

Campus scoping

Filter every chart to a specific campus and its sub-funds.

Giving Dashboard

Total Giving

$0

Gifts

0

New Donors

0

Future Revenue

$0

Weekly Giving Pattern

Mon
Tue
Wed
Thu
Fri
Sat
Sun
Active Sessions
Live
0

visitors right now

S
Sarah M.
Austin, TX 12 pages
J
James K.
Nashville, TN 8 pages
G
Guest
Denver, CO 5 pages

Live Engagement

Active Sessions

See who’s on your giving site right now — page views, logged-in donors, top networks, and a geographic heatmap of visitor locations.

Live visitor count

Authenticated users, unique networks, and total page views in real time.

Geographic heatmap

Interactive map showing exactly where visitors are connecting from.

Top users & networks

See which logged-in donors are most active and from which networks.

Session history

Browse historical session data to spot engagement trends over time.

Executive Overview

Generosity Snapshot

The flagship executive report — every metric your leadership team needs in a single view. Watch it build:

Pastoral Health Score — composite 0–100 from YoY growth, engagement, retention
At a Glance — amount, count, unique givers for week/month/YTD with year-over-year %
Period comparison — side-by-side weekly, monthly, YTD with prior-year columns
Donor lifecycle — first-time, returning, new recurring, lapsed, upgraded
Payment methods — card, ACH, check, cash, PayPal breakdown
Cover the Fee — giver adoption %, transaction adoption %, total fees offset
Fund breakdown — top funds with per-fund lifecycle stats
AI Executive Summary — expandable panel + one-click PDF export
Generosity Snapshot June 2026

Pastoral Health Score

0

This Month

$47,650

Unique Givers

134

YoY Growth

+18.4%

First-Time 12 Returning 98 Recurring 67 Lapsed 8
AI Executive Summary

Included Reports

Twelve Executive Reports.
Zero Add-On Fees.

Deep-dive reports for finance, stewardship, and leadership — all built in.

Generosity Snapshot

Every metric your leadership needs in one view.

Donation Report

Top donors, fund breakdown, activity charts.

Donor Report

Sortable roster with totals and CSV export.

Growth Report

Multi-year monthly volume and trend projections.

Fund Report

Per-fund totals with sub-fund rollups.

Recurring Forecast

Projected revenue by fund with forecast chart.

Recurring Fund

Active vs cancelled by fund and churn analysis.

Fund Snapshot

Generosity Snapshot scoped to a single fund.

Campus Snapshot

All-campus combined analytics for multi-site.

Campaign Analytics

Pledge progress, completion, and campaign charts.

ChMS Metrics

Unified online + offline giving with Church Metrics.

Stewardship Care

At-risk donors, recovery tracking, AI care briefings.

Financial Planning

Recurring Forecast

See exactly what’s coming — by fund, by frequency, by donor. Plan budgets with confidence using data, not guesswork.

Cumulative projection

Rolling 12-month forecast line showing total projected recurring revenue.

Fund breakdown

See projected revenue split by every fund and sub-fund.

Donor count forecast

Track projected active recurring donors alongside revenue.

Frequency analysis

Weekly, bi-weekly, monthly, quarterly — see the mix.

12-Month Forecast $0

By Fund

General Tithe $28,400
Building Fund $15,620
Missions $9,940
Youth Ministry $5,680
SM

Sarah Mitchell

Member since 2019 · Austin, TX

Engagement Score

0

Giving Personality

 

Gives on the 1st & 15th

Lifetime

$24,850

This Year

$4,200

YoY Change

+22%

At-Risk Status Healthy
Channels:

Per-Donor Intelligence

User Profile Analytics

Every donor gets a comprehensive intelligence profile — computed automatically from giving history, engagement, login activity, and location data.

Giving personality

Planned, Impulse, Seasonal, Event-Driven, New Member, or Sporadic — with day/time patterns.

Engagement score

Composite score from active days, login frequency, giving consistency, and session history.

Revenue forecasting

Per-donor annual forecast from recurring revenue and historical one-time patterns.

Subscription health

Active recurring count, longest streak, cancellation dates, and churn indicators.

Geo-intelligence

Home city, travel patterns, seasonal locations, and farthest gift distance.

AI context generation

Full donor intelligence synthesized into AI-ready context for pastoral briefings.

Giving Personality Engagement Score At-Risk Tier Care Priority Revenue Forecast Geo-Intelligence Channel Mix Subscription Health Pledge Tracking Login Profile Crypto & Stock Form Activity

100+ metrics computed per donor — refreshed automatically every 24 hours.

AI-Powered

Ask Your Data Anything

Type a question in plain English. AI queries your live giving database and returns the answer.

Data Chat

Ask a question about your giving data…

Location Intelligence

See Where Giving Happens

Interactive heatmaps on sessions, transactions, donors, and households — see exactly where your community connects from.

Session activity heatmap

Interactive geographic map on your Active Sessions page showing where visitors are connecting from right now.

Per-donor geo-intelligence

Each donor profile includes a location panel with home city, IP-derived travel profile, and farthest gift distance.

Heatmaps across every module

Geographic heatmaps on transactions, payments, checkouts, form submissions, and AI conversations.

Household location mapping

Density heatmap on your household list showing geographic concentrations of giving families.

Session Activity
Live Feed
Nashville, TN just now
Giving page
Austin, TX 2m ago
Completed gift
Atlanta, GA 4m ago
Recurring setup
Denver, CO 6m ago
Viewing funds
Chicago, IL 8m ago
Completed gift
Seattle, WA 11m ago
Account login
Miami, FL 14m ago
Completed gift
Heatmaps on sessions, transactions, donors, households, forms & AI

Pastoral Intelligence

Stewardship Pastoral Care

Identify at-risk donors, track recovery, and equip your care team with AI-generated briefings — all from a dedicated pastoral report.

Three care tiers

Priority Care, Personal Outreach, and Gentle Check-in based on giving patterns and cadence breaks.

Recovery tracking

Track recovered donors vs newly at-risk. See the measurable impact of your pastoral care.

Former recurring

Dedicated view of donors whose recurring gifts have ended — sorted by care priority.

AI pastoral briefing

AI-generated weekly/monthly care summary per campus with specific donor recommendations.

Stewardship Report This Month
Priority Care 8 donors
Personal Outreach 15 donors
Gentle Check-in 23 donors

Recovered

0

donors this month

Avg Recovery Time

0

days

Share & Deliver

Export & Scheduled Reports

Get data out of the platform and into the hands of your team — on demand or on schedule.

01

Full transaction CSV

Export every transaction with all fields for custom analysis.

02

15+ ChMS CSV formats

Pre-formatted exports for Realm, Shelby, PowerChurch, Raiser's Edge, and more.

03

Print & PDF export

Print or save any report as PDF. One-click AI Executive Summary PDF.

04

Scheduled email delivery

Generosity Snapshot, fund reports, and pastoral care briefings on your schedule.

05

Fund-scoped scheduling

Per-fund opt-in sends fund-specific snapshots to fund leaders automatically.

Your analytics platform extends across every product

Modern church at dawn

Understand Your Generosity Story

Every metric, every report, every insight — included with your Online Giving account.

Included Free No Add-Ons All Plans