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How do I use the upgrade downgrade graph to improve my fundraising?

The upgrade downgrade graph indicates donor health by comparing your year over year progress.

The following feature is available for Insights Pro customers. If you’d like to unlock this feature, please click here to upgrade.

By tracking your giving history for upgrades and downgrades using the upgrade Downgrade graph on your Causemo Insights Giving Dashboard, you can see how many of your donors year over year have increased their donations (upgrade), Decreased their donations (downgrade), Lapsed (loss), Given the same as the year before (stayed), or given for the first time (new)

Screenshot 2018-07-05 11.24.51


Questions to consider - are your donors increasing, staying the same? You can then export the list and tailor your messaging to communicate with these key donor segments.