Lapse and Recapture Dashboard
An anonymized dashboard-format analytic identifying your best lapsed-donor win-back opportunities and timing, safe to share with AI tools for campaign planning.
How to use the Lapse and Recapture Dashboard
This is a dashboard-format analytic focused on donors who are slipping away and the opportunity to win them back. It is built on the anonymized data from analyses QX216 (anniversary timing), QX217 and QX233 (recently-lapsed lists), QX225 (recapture proof points), QX202 (best-timing analysis), and QX243 and QX244 (prioritized long-term reactivation targets). All personally identifying information has been removed, so the recapture lists can be shared safely with AI tools to help plan and personalize win-back campaigns.
The tabs sequence the recapture opportunity from freshest to oldest. Anniversary timing highlights donors approaching a year since their last gift, the recently-lapsed views surface those who have just fallen out of active status, and the best-timing analysis identifies the months when a lapsed donor is statistically most likely to give again. The prioritized long-term targets extend the same logic to donors who have been gone longer but still carry recapture potential.
The strategic value lies in timing and prioritization. A win-back ask sent in the right month to the right lapsed donor converts far better than a blanket appeal, and the recapture proof points give you the evidence that reactivation works. Because the data is anonymized, you can feed the prioritized lists into an AI tool to draft time-sequenced campaign messaging or to help segment the win-back audience without exposing donor identities.
You should refresh this monthly, since recapture timing is month-sensitive, and review it with the annual giving team. Launch time-sequenced win-back campaigns against the prioritized lists, and use an AI assistant on the anonymized detail to tailor the ask to each group.
Measure success by the recapture rate among targeted lapsed donors, by revenue reactivated from win-back campaigns, and by improved conversion on asks timed to the best-month analysis.
Analytic ID: QX248
Analytic Name: Lapse and Recapture Dashboard
Focus: 3.3: Dashboards; 2.1: Outright Lapse Mitigation YOY; 2.6: Recaptured Donors YOY; 3.2: Prospect Identification
Type: Dashboard Style
Segments: Top, Middle, Bottom | Scope: Segment, Individual Donor
Description: Donors slipping away and the opportunity to win them back: anniversary timing, recently-lapsed lists, recapture proof points, best-timing analysis and prioritized long-term reactivation targets. Anonymized for AI analysis.
Key Question: Which lapsed donors are the best recapture opportunities and when should we ask?
Action: Launch time-sequenced win-back campaigns against the prioritized recapture lists.