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DonorPerfect campaign performance report
Report

Get DonorPerfect campaign results without the spreadsheet

For fundraising and marketing teams who want a campaign's totals, top donors and monthly trend by asking their AI assistant.

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DonorPerfect campaign performance report
How did our Spring Appeal 2026 campaign do in DonorPerfect?
The Spring Appeal 2026 campaign (code SPRING26) raised 86,400 from 312 gifts. - Donors: 274 distinct donors, average gift 277 - Split: 71,900 outright gifts, 14,500 pledge payments - Peak month: April, with 39,800 - Top donor: Northwind Traders, 10,000, lifetime 42,000 Want the full top ten donor list?
DonorPerfect
Sample figures. Your results come from your own account.
donorperfect-get-code
donorperfect-get-gift
donorperfect-get-donor

On this page

The problem

The problem

The prompt

Who it's for

How it works

Tools used

Connector

DonorPerfect

DonorPerfect
Run it on your own DonorPerfect data.

Connect DonorPerfect, pick your AI tool and paste the prompt.

Try PopdockAI free

The problem

Campaign results still come from a spreadsheet

Reporting on a DonorPerfect campaign means confirming the code, pulling every gift and adding up totals, averages and monthly giving in a spreadsheet. Naming top donors and comparing them with their usual giving takes another round of lookups.

Without PopdockAI

  • Find the right campaign code
  • Export every gift in the date range
  • Work out totals and averages by hand
  • Look up top donors one by one

With PopdockAI

  • The exact campaign code is confirmed before any gifts are read
  • Totals, averages, donors and monthly giving are worked out
  • Outright gifts and pledge payments are split
  • Top ten donors with lifetime totals, nothing changed

The prompt

Use this prompt

Copy it into any AI tool connected to PopdockAI. Swap the values in braces for your own.

Prompt
**Objective:** Report on what campaign `{campaign}` raised between `{from-date}` and `{to-date}`, who gave, and how much of it came from donors new to the campaign. This is read-only.

**Step 1: Confirm the campaign code**

Call `donorperfect-get-code` filtered on the campaign field, using `description.contains` if `{campaign}` looks like a description rather than a code. Confirm the exact code value before pulling any gifts. If several campaigns match, list them and stop.

**Step 2: Pull the gifts**

Call `donorperfect-get-gift` filtered by `campaign` with `gift-date.from` set to `{from-date}` and `gift-date.to` set to `{to-date}`. Raise `max-records` enough to cover the range and say what you set it to.

If nothing comes back, report that the campaign raised nothing in the window and stop.

**Step 3: Roll it up**

From the gift rows, work out:

* total raised, gift count, and average gift
* number of distinct `donor-id` values
* the split between outright gifts and pledge payments, using `record-type` and `pledge-payment`
* giving by month across the range

**Step 4: Name the top donors**

Take the ten largest `donor-id` totals and call `donorperfect-get-donor` on each `donor-id` to turn them into names. For each, note their lifetime `gift-total` so a reader can see how this campaign compares with their usual giving.

**Step 5: Report**

1. A headline: total raised, gift count, distinct donors, average gift.
2. A month-by-month table across the range.
3. A top ten donors table: name, donor id, given to this campaign, lifetime total.
4. Two or three observations, such as a month that carried the campaign or a small number of donors carrying most of the total.

**Rules & Guidelines:**

* Read-only. Do not call any save tool.
* Every figure must come from the gift rows you pulled. Do not estimate a total you did not read.
* If you had to cap `max-records`, say so, and say the totals are a floor rather than the full picture.

**Validation:**

* If `{from-date}` or `{to-date}` is missing, use the last twelve months and say that is what you did.
* If the campaign code cannot be confirmed, stop rather than guessing at a similar one.

Who it's for

One answer, three teams that use it

Development directors

Report on an appeal in minutes

Totals, donors and monthly trend arrive ready for a board update.

How did our Year End Appeal 2025 perform in DonorPerfect?

Annual fund managers

See who carried the campaign

Top donors are named with their lifetime totals for comparison.

Who were the top 10 donors to the Spring Gala 2026 campaign, and how does that compare with their usual giving?

Fundraising analysts

Track giving month by month

Monthly giving shows when the campaign peaked.

Show monthly giving for the Capital Campaign in DonorPerfect over the last 12 months.

How it works

What PopdockAI does when you ask

You name a campaign and your AI assistant builds a results summary from the actual DonorPerfect gifts. It only reads and says when results were capped.

01

Ask

You name the campaign and a date range, or use the last twelve months.

Your AI tool

02

Confirm

It finds the exact campaign code and stops if several match.

donorperfect-get-code

03

Total

It reads the gifts and works out totals, averages, donors and giving by month.

donorperfect-get-gift
donorperfect-get-donor

04

Report

You get the summary with the top ten donors and their lifetime totals.

Your AI tool

What PopdockAI provides

The tools behind the answer

Ready made tools for DonorPerfect and one secure connection to your AI tool. No code, no exports.

get-data

donorperfect-get-code

Returns the configuration code values behind DonorPerfect's drop-down fields, such as campaign, solicitation, gift type and GL codes. Use it to validate a code before writing a gift, pledge or donor record.
get-data

donorperfect-get-gift

Returns gift and pledge transactions from DonorPerfect, with amount, date, campaign, solicitation and GL codes, and the donor each one belongs to. Filter by donor, by date range or by campaign to build giving history and campaign totals.
get-data

donorperfect-get-donor

Returns donor records from DonorPerfect: names, salutations, contact details, donor type and status, and the codes used to segment them. The starting point for almost any DonorPerfect question.
Read only.Nothing in DonorPerfect Changes

This report is built from Get data tools only. PopdockAI applies the row, field and parameter rules your admin sets, and every query is written to the audit trail.

How Popdock AI secures your data

The outcome

Campaign results grounded in real gifts

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Related use cases

More ways to put this data to work

All Ramp use cases

One prompt template with infinite possibilities.

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Your AI assistant adapts its approach, tone, and capabilities to match each unique context while you maintain a single, manageable workflow.

Join forward-thinking companies that are transforming their operations with intelligent, secure AI automation.

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