Recurring growth

Donations → Recurring Growth shows who already gives recurring gifts to a budget, and which consistent donors are not yet recurring. Subtitle: Visualize and identify donors who are giving with recurring donations or who have an opportunity to start.

Pick a budget in the dropdown. KPIs, the chart, and the tables follow that budget.

Open Recurring Growth

In the left sidebar, click Donations.
Open the Recurring Growth tab (tabs: Donations, Recurring, Recurring Growth).
Confirm the budget in the dropdown.

A banner may note consistent donor(s) not yet giving recurring. This page is for the KPIs and the opportunity list.

Read the KPIs

Recurring Donors — with a vs-same-period-last-year comparison
Prior Year (Same Period)
Non-Recurring Donors
Recurring Rate

Recurring Donor Growth covers 12 complete months + current 60-day snapshot. A note on the right: Final bar = same 60-day window used for the headline count. With no recurring data, the chart reads No recurring data yet → Once donors start giving recurring gifts to this budget, growth will appear here.

Recurring Donors lists active consistent donors giving recurring gifts. Empty copy: No recurring donors yet. Consistent donors who set up a recurring gift will appear here.

Opportunity: Not Yet Recurring

This table is consistent donors without a recurring gift. Columns: Donor, Last Gift, Amount. Names are links.

Zero recurring donors on a budget is a real empty state, not a missing page.