Analytics & Reporting

Strength In Numbers

Through advanced customized reports and interactive dashboards, we provide a 360-degree view of your donor file to focus on building out fundraising strategies and, most importantly, connecting you with your donors.

Our Approach


Our work is always guided by the data. We work with you to determine what success will look like for your programs, and then craft an aggressive plan to meet your goals.

We know your organization’s data needs will change over time. That’s why we’re always updating and refining our analytics platform to meet the evolving needs of our clients.

We care about the micro and the macro. Our reporting is customized to your organization’s specific needs, and we’re constantly reviewing all results against industry benchmarks.

We Are Results-Oriented

  • Insight
    Our proprietary statistical system Insight is the driver of our analytic capabilities. It provides our clients with an extensive array of reports. Its robust reporting ensures we can focus on statistically significant metrics, identify opportunities for growth and develop strategies to improve retention and long-term value.
  • Customized Reports
    Concise and accurate reporting is our forte. Our team works with you to determine the best analyses to fit your needs. Whether it is a Program Management Report (PMR) and Upgrade/Downgrade Report (UGDG) that identifies giving trends, or a New Donor Conversion Report (NDR) that tracks retention and lifetime value, our advanced analytics offerings cover your every needs. We are flexible and will work to make sure you have the numbers you need at the end of the day!
  • Individual Dashboards
    Identify trends in the data with one glance. Every nonprofit has it’s own key performance metrics (KPIs) to measure the success of fundraising programs. However, not every one is able to sift through those KPIs to spot critical trends in your program. With the help of our savvy analytics team and our custom made dashboards designed for your specific needs, identifying trends in your data is easy. Enhanced data visualizations and drill-down capabilities within our dashboards allow for quick and easy decision-making about your overall program.

If you’d like to find out more about our services, get in touch.

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