Fund Analytics

Fund Analytics gives you a deep dive into fund performance with interactive charts and trend analysis. Understand how your funds are performing over time and make better financial decisions.

Key Metrics

Fund Balance Trends: See how each fund's balance has changed over time
Restricted vs. Unrestricted Ratio: Monitor the proportion of restricted to unrestricted funds
Fund Utilization Rate: Track how quickly restricted funds are being spent for their intended purpose
Revenue by Fund: Compare which funds are receiving the most donations
Expense by Fund: See where money is being spent across funds

Charts & Visualization

Interactive charts let you compare funds side by side, filter by date range, and drill down into specific transactions. Export charts for board presentations.

Availability

Fund Analytics is available on Plus, Pro, and Enterprise plans.