RaiseTell
Lapse Prevention

Revenue Opportunity Analysis

Identifies areas of focus to deliver improved fundraising outcomes from your existing donor base

By CI Blog May 17, 2025 10:32:47 AM 1 min read

The Revenue Opportunity Analysis

The Revenue Opportunity Analysis analytic provides visibility into the key levers that can be used to drive increased fundraising performance outcomes.  It focuses on seven "levers"  that fundraising teams have access to across their three Active Donor segments (Top, Middle, and Bottom), based on annual giving totals per donor.  

There is a chart and supporting data for each of the seven levers.  Fundraising teams should analyze these and prioritize resources based on the amount of fundraising revenue that each lever could impact.  For example, if the organization is having to replace significant dollars from the Top segment donors each year because of high lapse rates in this segment, they could focus resources on an enhanced stewardship program, or add additional senior development officers so that those top donors have a more personal relationship with the organization. 

This analytic should be part of annual strategic planning and resource allocation.


Analytics Reference: QX142

Focus: 3.3: Dashboards

Type: Diagnostic | Lifecycle: Portfolio Management | Time: Retrospective | Audience: Advanced

Segments: All/None specified | Scope: Organization, Segment

COLLECTIONS: New Development Director Starter Kit

Standalone analytic — no direct navigation links


Analytic Details

Analytic ID
RT1
Analytic Name
Revenue Opportunity Analysis
Focus
2.1: Outright Lapse Mitigation YOY
Type
Cohort Portfolio Management Retrospective Operational
Segments
Top Middle Bottom New Individual Donor
Collections
Lapse Prevention Toolkit
Workflows
Lapse Prevention Protocol (Step 1)
Also Try
RT146 Recently Lapsed Top Donors (15 mo); RT18 Attrition Warning Summary View; RT20 Attrition Warning Detail; RT5 Active Top Donors FYTD vs Last Year
Columns Included
Constituent ID, Donor, Last Gift Date, Last Gift Amount, First Gift Date, Consecutive FYs Giving, Avg Gift Amount, Avg # of Months Between Gifts, Total Fiscal Years with Gift, Total Gifts, Total Giving, Deceased, Constituency, Assigned Fundraiser