Create Actionable Insights
Charity Analytics
Built using Microsoft PowerBI
Power BI
What we do
At Giftease, we’re passionate about empowering your organisation with intuitive analytics that drives supporter acquisition and income growth. Our approach is not just holistic—it’s dynamic, user-centric, and seamlessly integrates various data sources into a single, accessible platform.
Unlock the power of data with our integrated Power BI dashboards, designed for secure and convenient access from anywhere in the world. Our team expertly blends charity sector knowledge with the latest tools and processes to distil your data into clear, actionable insights that can significantly boost performance.
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Whether you’re working with a fundraising/finance CRM or third-party data sources, Giftease ensures a smooth and efficient experience. We offer both ready-to-use solutions and tailored services to fit the unique needs of your organisation, all aimed at enhancing your data analysis capabilities.
Power BI – Income
Income Manager
Introducing Income Manager – your all-in-one solution for managing organisation income. Get a comprehensive revenue overview, custom income channels, valuable insights, and strategic planning analysis.
Featuring seamless integration and a 3-year income forecast, optimise growth and make informed decisions for a successful future.
- Included as standard in Analytics subscription
- New – RFM & Region Summary
Custom Income Channels
The number one feature request we've had from clients using Analytics was customisable income channels. Whilst various CRMs allow many additional gift/donation attributes, these are only sometimes up-to-date or maintained. We can provide customised income channels as part of our load process. See income broken down by community, digital, DRTV, Direct Mail and more.
Power BI – Gift Aid
Gift Aid Manager
For many charities putting together accurate and achievable fundraising income targets depends entirely on trusting the data.
And it is the same for Gift Aid.
It is often difficult to extrapolate the historic Gift Aid data in a meaningful way.
By analysing your Gift Aid data from the last four tax years, we provide the critical metrics to assist charities in increasing Gift Aid income by up to, on average, 20% in Gift Aid growth.
Gift Aid Manager
Features
- Supporting HMRC and Charity Audits
- Customised income channels
- Unique supporter & donation counts (in-claim) metrics
- View repairable Gift Aid income via our exclusions page
- Unique supporter & donation counts (in-claim) metrics
- Donation values by year, quarter, month & day
- Three-Year Gift Aid income forecasting
- View declarations by made date supporting historical claims
- Included as standard in subscription for UK charities
How to export 'Active Gift Aid Unknowns' for Solus Mailing or Email Campaigns
Power BI – Income
Regular Giving
- Attrition vs Recruitment by year, quarter, month & day
- Customised income channels
- Breakdown by plan frequency
- Breakdown by payment, campaign & fund types
- Maximum & Average Donation
- Three Year Forecasting
- Included as standard but additional set-up required
Power BI – Gift Aid
Tax Claim Manager
Whilst Gift Aid Manager gives you a holistic view of your entire Gift Aid scheme, Tax Claim Manager focuses specifically on tax claims submitted.
- A full breakdown of Tax Claims by Accounting period
- See Gift Aid Claimed % spread across the period
- Analyses by payment, campaign & fund types
- Supporting declarations by made data counts
- Included as standard in subscription for UK charities
Why work with us
Providing security, experience, and solutions
- The Support we offer is based on our can-do philosophy
- Over 40 years senior management team experience
- Charity people who really understand your challenges
- Providing solutions to the problem of multi-platform data
Power BI – Advocacy
Action Manager for Engaging Networks
View your advocacy petitions, emails, opt-ins and donation data from Engaging Networks.
- Email delivery metrics
- Linked activities from broadcast emails
- View & open partcipants records on EN platform.
- Track campaigns by year, quarter, month and day
- Separate subscription required or available stand-alone
Power BI Dashboards
Actionable Insights
We understand that rich data analysis is paramount for reporting, but we wanted to ensure our analysis is actionable. It’s great to know how much potential income has been excluded for a particular code or the attrition rate for regular givers but to be “actionable” we want to know who those supporters are?
That’s why we created supporter breakdowns right from within your dashboards. No matter how you cut and slice your data, you can see the underlying supporters and even export straight to CSV or Excel.
Power BI Dashboards
Bespoke Reports
We provide “out of the box” Power BI reports covering most income requirements. However, we understand that you may have specific requirements for the types of analysis you want to see or that the data source may be from somewhere other than your CRM.
We provide bespoke reports so we can work with you to design the perfect reports for your organisation based on any data source.
- On completion included as standard in subscription
Data Repair
Using a business intelligence tool already and not seeing the expected results? We've worked with many clients and built the perfect report, only to lead to more questions than answers!
We are charity people and understand fundraising processes and data, and in most cases, the underlying data from which the report is based may require 'repair'. We can assist with repairing the underlying data by identifying and fixing it either at the source or as part of our build process.
How it works
What you can expect
Seamless Data Integration
Synchronise your data monthly, weekly or even daily – select the frequency that suits your organisation
Fast, Easy, Secure Access
Login and access your visualisations in a couple of clicks
Beautiful Visualisations
Filter your reports easily and share them securely
Why choose Analytics?
From a ready-made data warehouse, managing multiple data sources to accessing anywhere, anytime, these are just some reasons to use Analytics.
A pre-built data warehouse
A solid data warehouse is required to provide suitable data analysis, built by experts who understand fundraising data. We know the time that can take, so pre-built your data warehouse.
Access anytime, anywhere
We understand the frustrations of data locked behind corporate networks, so we created a secure web platform so you can access your data anywhere and anytime.
Manage multiple data sources
Analysis from just your CRM is only part of the picture. By bringing in data from your offline and online data points, we give you a more holistic view of your supporters and income.
Power BI
Screenshots
Income Manager
Income Manager - Region
Income Manager - RFM
Gift Aid Manager (Overview/Metrics)
Gift Aid Manager (Gift Aid)
Gift Aid Manager (Exclusions)
Gift Aid Manager (Declarations)
Tax Claim Manager
Regular Giving
Action Manager for Engaging Networks
Action Manager (Broadcast Emails) for Engaging Networks
Action Manager (Email to Target) for Engaging Networks
Action Manager (Region) for Engaging Networks
Income Manager
Income Manager - Region
Income Manager - RFM
Gift Aid Manager (Overview/Metrics)
Gift Aid Manager (Gift Aid)
Gift Aid Manager (Exclusions)
Gift Aid Manager (Declarations)
Tax Claim Manager
Regular Giving
Action Manager for Engaging Networks
Action Manager (Broadcast Emails) for Engaging Networks
Action Manager (Email to Target) for Engaging Networks
Action Manager (Region) for Engaging Networks
Power BI
Screenshots
- Income Manager
- Income Manager - Region
- Income Manager - RFM
- Gift Aid Manager (Overview/Metrics)
- Gift Aid Manager (Gift Aid)
- Gift Aid Manager (Exclusions)
- Gift Aid Manager (Declarations)
- Tax Claim Manager
- Regular Giving
- Action Manager for Engaging Networks
- Action Manager (Broadcast Emails) for Engaging Networks
- Action Manager (Email to Target) for Engaging Networks
- Action Manager (Region) for Engaging Networks
Pricing
Choose a subscription that works for you
Giftease offers three subscription tiers. You can purchase each Giftease product individually or combine your products to develop a powerful fundraising tool. See below for our example costs based on purchasing just this product.
Analytics is available on a monthly subscription and can be cancelled anytime. However, we also offer Analytics under a 12-month subscription, which includes a FREE Smart View subscription.
Offering the complete package
Our Analytics solution can also be combined with
Smart View
Smart View is our lightweight alternative mobile solution for accessing your supporter data. It comes free with a 12-month subscription to Analytics.
Learn more
Bespoke Reporting
Save time recruiting, training and embedding a data team with data services from Giftease Solutions
Learn more