Fundraising Technology Resources: Reporting & Analytics

Fundraising Technology Resources: Reporting & Analytics

Reporting & Analytics

Reporting & Analytics Quick Start Suites

Innovative Fundraising and Engagement reports, dashboards, analytics focusing on the metrics and goals needed to manage a fundraising office.

Our premium packages include the tools for managing 21st Century fundraising like Artificial Intelligence and Machine Learning, Predictive Modeling, automated workflows, prospect, donor and alumni scoring and analysis customized to your specific business rules and business practices.

Apsona

Simple. Reliable. Effective.

Multi-object reporting, cross-object searches, grid editing, import/update/export via CSV, calendar views, mass update/delete and more. Add-ons for e-mail and document generation (Excel/Word/PDF), deduplication, charting/dashboards/pivot tables)

Conga

ACCELERATE YOUR BUSINESS
Get up and running quickly with Composer to reduce document delivery time. Gain additional insights with notifications and document history that increase visibility, speeding up team velocity, processes, and business cycles.

AUTOMATE FOR CONSISTENCY
Automate document creation to eliminate manual tasks using workflows that initiate and complete customer engagements based on any added logic. Standardize what you send to ensure you land on-brand, every time.

FLEXIBLE TO FIT ANY SOLUTION
Pull data from across Salesforce objects, orgs, and external systems – like ERP, Marketing, and HR. This creates customized, personalized, and on time reports and documents with delivery-ease for every scenario.

Einstein by Salesforce

Salesforce Einstein is a set of best-in-class platform services that bring advanced AI capabilities into the core of the Customer Success Platform, making Salesforce the world’s smartest CRM.

Powered by advanced machine learning, deep learning, predictive analytics, natural language processing and smart data discovery, Einstein’s models will be automatically customized for every single customer, and it will learn, self-tune, and get smarter with every interaction and additional piece of data. Most importantly, Einstein’s intelligence will be embedded within the context of business, automatically discovering relevant insights, predicting future behavior, proactively recommending best next actions and even automating tasks. With Einstein, the world’s #1 CRM is now the world’s smartest CRM and we’re bringing intelligence to all of our clouds

Advizor

Advizor Powers Your Fundraising Leadership.
Understand and trust the value of your prospect pool, the revenue you can expect, and the timeline to get there. With easy-to-access reporting and benchmark, track your portfolio’s progress.

 Gain Actionable Insights.
Know that your team is focusing its fundraising and relationship development efforts on the right prospects.Track outcomes and easily pull data for board reports. Advizor gives you simple line-of-site into your advancement efforts.

Maximize Revenue and Fundraising Outcomes
Track progress to goals, easily. Drill down to see details. With easy access to performance data, fundraising leaders can instill a culture of change management. Use Advizor in team, 1x1s, and coaching sessions with gift officers.

argos by envisions

Evisions Argos delivers the insights that you need in order to make timely, better-informed decisions. Argos helps colleges and universities work better, delivering flexible, powerful, easy-to-use reporting tools developed by higher education experts.

View student, departmental and institutional data in real time. Interactive reports and dashboards illustrate that data, providing insights at a glance and improving visibility throughout your institution. You can also: Schedule reports and emails; Use the Data Dictionary and Library of Objects; Insert, update, and delete!

Argos’s CO-OP user community can help you speed up implementation and lower your total cost of ownership, with an online library containing pre-designed reports and DataBlocks. It encourages collaboration and sharing by bringing together higher education professionals with similar reporting responsibilities and experiences.

Cognos

All the answers you need in one place

Drive certainty in your decision-making with AI-powered analytics. IBM offers an industry-leading BI solution that empowers users to execute smarter data discovery and tell the story of their data with stunning visualizations.

The release of IBM Cognos® 11.1.7 delivers new innovations. Now users can access analytics anywhere at any time with a new mobile app and higher performance, delivering reliable insights in real time.

Crystal Reports by SAP

With SAP Crystal solutions, you can get deeper insights into business information, position your organization for greater competitive advantage and combine the pixel-perfect reporting capabilities of SAP Crystal Reports with the secured delivery mechanisms of SAP Crystal Server. If you have a specific question, do not hesitate to contact us directly.

Used successfully by small and medium-sized organizations worldwide since 1991, SAP Crystal solutions have more than a 1,000,000 regular users in 100+ countries.

Informer by entrinsik

Modern architecture. Intuitive user experience.

Fast performance. Intelligent data discovery. The next generation of data analytics is here. Work smarter, not harder. Visualizing and analyzing your data doesn’t have to be complicated. Entrinsik Informer is a highly rated web-based business intelligence platform that enables you to:

Rely upon accurate reporting by accessing, blending and cleansing different data sources within a single, governed platform that provides a consistent source of truth
Empower all users to quickly drill down into data that are relevant using Informer’s self-service reporting and dashboard creation

Make business decisions quickly and easily by using Informer to collaborate and communicate within and across departments

Inzata

Inzata is the only platform with a powerful AI assistant to organize, blend and model raw data from any source. This means Inzata lets you go from raw data to beautiful analytics in minutes rather than weeks and months. It is more than 100 times faster than other data analysis tools in modeling and blending raw data into useful business models, that let you create precisely the visualizations, charts and dashboards and predictive tools your business wants to see.

Just about anyone in your organization! Inzata does not require a technical background to us. Among our clients, we have everyone from new interns right up to CEOs using it. Inzata takes only about 30 minutes to learn and start using. Inzata is drag-and-drop; all you need is a web browser. Online walkthroughs are available to get you started and we also offer more in-depth online learning courses and live training to help you get the most out of your data with Inzata.

Most other data visualization tools are just that, data visualization tools. So unless your data is perfectly clean and structured and in just a single file they struggle. Many of these tools are trying to implement ways of addressing this issue but this is an afterthought to them. With Inzata we have focused on being the full stack solution you need; from data preparation, to data quality and modeling, and then finally the data visualizations with your now prepped data.

Performance analysis and benchmarking (Blackbaud – formerly Reeher)

Reeher exists to help colleges and universities raise more money and spend less doing it. Our SaaS platform for higher education fundraisers unlocks the power of your data with web and mobile management tools for front-line fundraisers.

Reeher provides you with:

  • Predictive models to find new, high-value donors
  • Intuitive tools designed to address the needs of front-line fundraisers
  • Insight into your data to help inform your strategy
  • Constantly evolving research from Reeher Community peer schools

Microsoft Power BI

Create a data-driven culture with business intelligence for all
Enable everyone at every level of your organization to make confident decisions using up-to-the-minute analytics.
Get self-service analytics at enterprise scale
Reduce the added cost, complexity, and security risks of multiple solutions with an analytics platform that scales from individuals to the organization as a whole.

Use smart tools for strong results
Find and share meaningful insights with hundreds of data visualizations, built-in AI capabilities, tight Excel integration, and prebuilt and custom data connectors.

Help protect your analytics data
Gain leading sensitivity classification and data loss prevention capabilities to help keep your data secure and compliant—even when it’s exporte

Qlik

Accelerate business value with data – on our cloud or any cloud
Turn raw data into remarkable outcomes with end-to-end, multi-cloud data integration and analytics solutions. Close the gaps between data, insights, and action.

Make all relevant data actionable.
Organizations collect huge amounts of data. But, most of the data that can guide decisions and actions isn’t analytics-ready or accessible. Qlik operationalizes DataOps for analytics, turning raw data into trusted, actionable data that’s easy to find, current, and immediately available to Qlik Sense®, Tableau, PowerBI, and beyond — on any cloud you choose.

Streaming data pipelines with change data capture: Move data at scale in real-time without tasking source systems, efficiently delivering to the cloud and beyond. Explore Data Steaming (CDC)

Automate the process from raw to analytics-ready data: Get agility and scale, automating your data warehouse or data lake. Eliminate complex scripting, reduce errors, and build trust.

Make data easily accessible with an enterprise data catalog: Deliver trusted, governed access to all the right data with an easy way for users to find, prepare and use actionable data. Explore Qlik Catalog

Raising Insights

Raising Insight reporting and dashboards enable a shared understanding of information and improve communication and decision making at every level.  

  • Determine, monitor and forecast progress against realistic fundraising performance goals.
  • Better understand & communicate trends and drivers of fundraising success.
  • Provide the challenging management reports needed to support and oversee major gift fundraisers.
  • Effectively monitor and communicate progress to the goals of comprehensive capital campaigns.

Tableau

Tableau Software helps people see and understand data. Offering a revolutionary new approach to business intelligence, Tableau allows you to quickly connect, visualize, and share data with a seamless experience from the PC to the iPad. Create and publish dashboards and share them with colleagues, partners, or customers—no programming skills required. 

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