Revenue reporting overview

Last updated: April 23, 2026

Revenue reporting overview

Revenue reporting is where you track how much money your organization is bringing in through WeGive — across donations, service/program revenue, recurring gifts, and one-time contributions. This guide walks through each metric, how the numbers are calculated, how to filter and compare data, and how to export it.

Where to find it

Revenue reporting lives inside your WeGive admin dashboard. From the left-hand navigation, open Dashboard to see the top-line revenue KPIs and time-series charts. For a transaction-level view, navigate to Donations, which is where any "drill-in" links on revenue cards take you.

The core revenue metrics

Every KPI card on the Revenue dashboard follows the same rules for what's counted: only successful, non-test transactions are included. Failed, pending, refunded, and disputed payments are excluded. Within those rules, each metric measures a slightly different slice of revenue.

Gross Total Revenue

The total dollar amount of every successful transaction in the period — both tax-deductible donations and non-deductible service revenue (such as event tickets, program fees, or merchandise). This is the "top-line" number before any processing costs are removed. Fees paid by the donor on top of their donation are included here.

Net Total Revenue

Gross Total Revenue minus processing fees. Specifically, both the payment processor fee and any platform fee are subtracted. This is the amount your organization actually keeps before payouts. If a donor elected to cover fees at checkout, their fee-coverage amount is still part of gross revenue, but the corresponding fee is still deducted when calculating net — so in fee-covered transactions, net will closely match the intended donation amount.

Gross Donation Volume

Like Gross Total Revenue, but limited to tax-deductible donation transactions. This excludes service revenue. Use this when you need a number specifically for donation-side reporting (for example, giving totals for a board report or year-end letters).

Recurring Donations Total

The total value of active recurring commitments in the period. This reflects revenue coming in from donors who have an active monthly, quarterly, or annual schedule — a key indicator of predictable, sustained giving.

Non-Recurring Revenue

Revenue from one-time transactions only. Useful for understanding how much of your giving is event-driven or campaign-driven versus recurring baseline.

Charts and trends

Alongside the KPI cards you'll see time-series charts that plot revenue over the selected date range. The most common is the Gross Donation Volume graph, which shows daily, weekly, or monthly totals depending on the range you've chosen. A Supporters graph plots donor counts on the same timeline so you can spot whether revenue changes are driven by more donors, larger gifts, or both.

Date ranges and comparisons

Every revenue card and chart respects the date range selected at the top of the page. WeGive offers these preset ranges:

  • Last 30 days — rolling 30-day window

  • Last 3 months — rolling 90-day window

  • Last 12 months — rolling 12-month window

  • Year to date (YTD) — January 1 of the current year through today

  • Custom — pick any start and end date

Each metric displays a previous-period comparison beneath the current value. The comparison period has the same length as your selected range and immediately precedes it. For example, if you select "Last 30 days," the comparison value covers the 30 days prior to that window. The percentage delta shows whether the metric is up or down versus that prior period.

All dates are interpreted in your organization's configured time zone and converted to UTC when the dashboard queries the database — so numbers will be consistent no matter where your team is viewing from.

Filters

In addition to date range, you can filter revenue by:

  • Campaign — narrow to one or more campaigns (including peer-to-peer and event campaigns)

  • Fund / Designation — see revenue attributed to a specific fund

  • Payment method — card, bank/ACH, or offline/organization-recorded

  • Transaction type — donation vs. service revenue

Filters apply to the entire page — KPIs, charts, and any drill-in tables will all recalculate based on your filter selections.

Drilling into the data

Every revenue number is a summary of underlying transactions. To see the individual transactions behind any KPI, click through into the Donations page. From the donor or household views, the "Service revenue" and "Giving" totals are clickable links that jump directly into a filtered Donations table showing just those transactions.

Exporting revenue data

For offline analysis, board packets, or accounting reconciliation, revenue data can be exported as CSV from the Donations page. Set your filters (date range, campaign, fund, etc.) to match what you see in the Revenue dashboard, then use Export to download the underlying transaction detail. WeGive also offers Financial Reconciliation and Payout Reconciliation views if you need to tie revenue back to specific bank deposits.

Things to know

  • Test transactions are never included in revenue reporting. If you run a checkout test or sandbox transaction, it will not affect any KPI.

  • Refunded transactions drop out entirely — they are not shown as negative values. If you refund a gift made last month, last month's gross revenue will retroactively be lower the next time the page loads.

  • Service revenue is included in Gross and Net Total Revenue, but not in Gross Donation Volume. This is the most common source of "the numbers don't match" questions — make sure you're comparing apples to apples.

  • Fee-covered donations: when a donor covers fees, the gross amount includes the fee coverage, and the net amount deducts the fee. The result is that the net amount roughly equals what the donor intended to give.

  • Currency: all totals are displayed in your organization's default currency. Transactions made in other currencies are converted at the time of processing.

  • Recurring totals reflect commitments active in the period, not lifetime recurring value. A recurring gift that was cancelled before the period starts will not be counted.

Need help?

If your numbers don't look right — particularly if you're comparing WeGive revenue totals to another system like your accounting platform — reach out to WeGive Customer Success. The most common causes of mismatches are timezone differences, refund timing, and whether service revenue is being included on both sides of the comparison.