Analytics and Exports

Overview

The Analytics dashboard provides a comprehensive view of your trip's fundraising performance, participant progress, and task completion rates. Use it to monitor your trip at a glance and export data for reporting.

Accessing Analytics

1

Navigate to Trip Details

Go to the Trip Details page.

2

Open Analytics tab

Click the Analytics tab (available alongside Participants, Budget, Tasks, Milestones, and Documents).

Dashboard Metrics

The analytics dashboard displays three categories of metrics:

Fundraising Metrics

Metric	Description
Total Raised	Sum of all donations received for the trip
Progress vs Goal	Visual progress bar showing percentage of fundraising goal reached
Average Donation	Mean donation amount across all contributions
Unique Donors	Number of distinct individuals who have donated
Donation Frequency	Breakdown of one-time vs recurring donations

Participant Metrics

Metric	Description
Individual Progress	Each participant's fundraising amount vs their individual goal
Goal Completion Rate	Percentage of participants who have met their fundraising target
Top Fundraisers	Leaderboard ranking participants by amount raised

Task Completion Metrics

Metric	Description
Overall Completion	Percentage of all task assignments completed across all participants
Per-Task Rates	Completion percentage for each individual task
Overdue Tasks	Count of tasks past their due date that remain incomplete

Date Range Filtering

You can filter analytics data by time period using the range selector:

• Last 7 days

• Last 14 days

• Last 30 days

• Last 90 days

Refreshing Data

Analytics data is cached for performance. To see the latest numbers:

• Click the Refresh button at the top of the dashboard to reload stats.

• Data automatically refreshes when new donations are received.

CSV Exports

Export trip data for external reporting or record-keeping. Three export types are available:

Export	Contents
Donations CSV	Full donation details including donor name, amount, date, designation, and payment method
Participants CSV	Participant names, contact info, roles, individual goals, amounts raised, and progress percentages
Tasks CSV	Completion matrix showing each participant's status for every task

To export:

1

Open Export menu

Click the Export dropdown button.

2

Choose export type

Select the desired export type.

3

Download CSV

The CSV file will download to your device.