Analytics services for small charities
Practical fundraising reporting, donor analysis, forecasting and automation—built from the systems and staff capacity you already have.
Raiser’s Edge NXT · Salesforce · DonorPerfect · Keela · Excel · Microsoft 365 · Power BI
The recommended starting point
A one-week, fixed-scope review that turns existing CRM exports and reports into a practical management view. It helps you understand performance now and determine which improvement is worth building next.
One week · existing data · defined outputs
Start with exported data and the reports your team already uses. No CRM replacement or enterprise platform is required.
Typical inputs
What you receive
Focused follow-on services
After the sprint—or when the need is already clear—choose a focused service package. Each package is scaled to the organization’s data, decisions and ability to maintain the result.
Turn fundraising data into a concise, repeatable story that leadership can understand and act on.
Show who renewed, lapsed, returned or may be ready for better stewardship and upgrade attention.
Replace hope-based targets with scenarios grounded in donor behaviour, campaign history and explicit assumptions.
Make important donor follow-up, overdue actions and workload visible enough to manage.
Reduce recurring exports, spreadsheet updates and manual reporting without overbuilding the technology.
Fix the definitions and coding issues that undermine reporting, while preserving the knowledge staff need to sustain it.
Useful, maintainable deliverables
Not every charity needs Power BI. The right output may be a controlled Excel model, a concise board pack, a Power BI prototype, a documented monthly process or a carefully scoped automation.
How the work starts
The first engagement should produce something leadership can use—not simply a recommendation for a larger project.
Clarify the decisions, available data and staff capacity.
Use the Visibility Sprint to establish the current picture.
Develop one focused reporting, planning or automation capability.
Document a reporting rhythm staff can maintain and improve.
Common questions
No. Power BI is useful when a recurring dashboard adds value, but many organizations should begin with a controlled Excel model, a board pack or a clearly documented reporting process.
Not necessarily. Existing data can often support a useful first view. The work will distinguish findings that are reliable now from those that depend on coding or data-quality improvements.
No. These services create a lightweight intelligence layer around the CRM and reporting tools you already use. The CRM remains the donor system of record.
That is a design requirement. Deliverables include the definitions, refresh steps and documentation needed to repeat the work. The format is scaled to available staff time and technical capacity.
The required data, transfer method, access and retention period are agreed before work starts. Only information needed for the approved analysis should be shared. Knowledge-base projects normally exclude donor personal information.
A practical first conversation
We can determine whether the Visibility Sprint, a focused service package or a smaller internal fix is the appropriate next step.