What It Is
Momentum’s Reports section provides light-touch, purpose-built insights designed for fundraisers and their managers. While it's not a full CRM analytics suite, these tools focus on what matters most: donor touches, progress, and real-world results driven by relationship-building.
Key Reports
1. Fundraiser Activity Report
Track your individual or team engagement efforts across:
- Touchpoints completed
- Emails sent
- Calls logged
- Meetings held
Who Uses It:
- Gift Officers to track personal outreach activity
- Supervisors to support accountability, coaching, and pacing
2. Impact Report
See how relationship-building efforts lead to actual donor contributions. This report shows:
- Number of donors who gave after receiving at least one Momentum touchpoint
- Total dollars raised from those donors
- An expandable detail view listing each donor and gift included in the total impact calculation
Why It Matters:
- Helps connect fundraising activity to donor outcomes
- Offers transparency in gift attribution (even when it’s not always linear)
- Reinforces the value of timely, intentional outreach
Who Uses It:
- Fundraisers to see the results of their efforts
- Managers to assess team-wide momentum and coaching opportunities
Why It’s Useful
- Keeps teams focused on relationship-building, not just revenue
- Provides a real-time feedback loop for outreach and outcomes
- Supports healthy fundraising habits with visibility and transparency