Step 1: Open Bonterra Que
From your EveryAction dashboard, click the Ask Que icon to launch the assistant.
Step 2: Request a Fundraising Analysis
In the chat, type your request and ask about general performance of drivers like retention, reactivation, acquisition, etc.
Try prompts like:
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Can you give me an overview of our fundraising performance this year and tell me what's driving the results?
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What's the risk if we don't re-engage our lapsed donors this cycle, and what's the potential upside if we do?
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What should we prioritize to improve our fundraising results before the end of Q2?
Que will analyze your organization's data and return a full response, including a performance summary, an explanation of what's driving your results, your highest-opportunity areas, and a recommended action to focus on first.
Step 3: Review Your Performance Overview
Que will display a plain-language summary of your fundraising performance — no spreadsheets required. If something surprises you or you want to go deeper on a specific area, just ask a follow-up in chat.
Step 4: Explore Deeper Insights
Use natural language to dig further into the analysis. Que can explain the factors behind your results, surface your highest-priority opportunity, and walk through the risk and potential upside of specific decisions. Try prompts like:
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Why did our average gift size decline this year compared to last quarter?
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What's the single most important thing we can do to grow revenue before year-end?
Que will ask follow-up questions if more context would sharpen its recommendations — for example, which campaign, which donor segment, or what time frame you have in mind.
Step 5: Export Your Charts
Where relevant to the analysis, Que will generate exportable charts you can share with your leadership team, board, or colleagues. Download the chart directly from the chat to use in presentations, reports, or internal updates.
Step 6: Take Action on Que's Recommendations
Once you have your analysis, Que will surface a clear recommended next step, whether that's re-engaging a specific donor segment, adjusting your outreach cadence, or shifting campaign focus. Use that recommendation to move directly into your workflow, or continue the conversation to refine the plan further before acting.
What do you want to do next?
Interested in learning how Bonterra keeps your data safe? Read more about Bonterra's AI Responsibility and Data Security Practices here.
Ready to dive into Formbuilder now? Access these ‘How do I’ articles:
Want to learn more about Que Skills? Check out the Que Skill Index here.
Not what you are looking for? Return to Understanding Bonterra Que here.
How do I analyze my fundraising performance in Bonterra Que? | What prompts should I use for Fundraising Analysis in Que? | How does Bonterra Que analyze campaign performance? | How do I get a fundraising performance overview in EveryAction? | How do I identify my highest-opportunity donors with Bonterra Que? | How do I export charts from Bonterra Que? | Best practices for fundraising analysis prompts in Bonterra Que?