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Understanding Fundraising Analysis

  • April 28, 2026
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Erica Saffer
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Feature Overview: EveryAction's Fundraising Analysis

 

Fundraising Analysis with Que

Que's Fundraising Analysis skill gives fundraisers a clearer picture of what's working, what isn't, and where to focus next, without digging through reports manually. Instead of spending time pulling data from multiple sources and trying to make sense of it, Que does the analysis for you and surfaces what matters most.

Using the chat interface, you can ask Que to review your fundraising performance, explain what's driving your results, identify your highest-opportunity areas, and recommend an actionable plan for what to tackle first. Que pairs its analysis with exportable charts so you can share findings with your team, and includes a risk and upside view to help you make more confident decisions.

What can Fundraising Analysis with Que do for you?

Bonterra Que's Fundraising Analysis skill helps Marcus, a Development Director at a mid-size environmental nonprofit, quickly get on top of his organization's fundraising health before his quarterly board meeting. With limited time to build a slide deck, he opens Que and types, "Can you give me an overview of our fundraising performance this quarter and tell me what's driving the results?"

Que returns a clear performance summary, showing where the biggest opportunities lie, starting out with a high-level summary of dollars and donors, then details what the performance drivers are. It explains the factors behind the trends, flags the area most at risk if left unaddressed, and outlines an actionable priority for Marcus to focus on first. Que also surfaces an exportable chart he can drop directly into his board presentation. When Marcus asks what the upside would be if he re-engaged lapsed mid-level donors, Que walks him through the risk and potential return.

Que uses the data available in your account to shape its analysis and will ask follow-up questions if more context would sharpen its recommendations. The more specific your question, the more targeted and useful the output will be.

Key Features at a Glance

Feature

Description

Suggested Prompts

Performance Overview

Get a clear, plain-language summary of your fundraising performance across campaigns, channels, and donor segments — without manually pulling reports.

  • Can you give me an overview of our fundraising performance this quarter?

Performance Driver Analysis

Understand what's actually behind your numbers — which factors are contributing to strong results and which are creating drag — so you can make informed decisions.

  • What's driving the decline in our average gift size this month?

Opportunity Identification

Que surfaces your highest-opportunity areas so you know where to focus your energy for the greatest impact.

  • Where are our biggest fundraising opportunities right now?

  • Which donor segments have the most potential for growth?

Actionable Priority Plan

Beyond the analysis, Que recommends a clear action to tackle first — turning insight into a next step your team can actually execute.

  • Give me a plan to address out biggest opportunity.

  • What's the single most important thing we can do to grow revenue before year-end?

Risk & Upside Analysis

Understand the potential downside of inaction and the upside of specific moves, so you can make the case for investment or course-correction with confidence.

  • What's the risk if we don't re-engage our lapsed donors this cycle?

  • What would happen is I moved 20 donors from $100-$500 up to $500+?

Exportable Charts

Que generates charts relevant to your analysis that you can export and share with leadership, your board, or your broader team.

  • Show me a chart of my donor retention trends YoY.

 

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?