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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.

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.

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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.

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Custom Income Channels

The number one feature request from our Analytics clients has been the ability to customise income channels. While many CRMs allow additional gift and donation attributes, these fields are often incomplete or inconsistently maintained.

Our solution? We provide fully customised income channels as part of our data load process — giving you a clear view of income by channel, including community fundraising, digital, DRTV, direct mail, and more.

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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

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.

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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

  • 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 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

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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.

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How the platform works diagramme

We’ve already integrated with over a dozen CRMs and third-party data sources

One frequently asked question is how we can provide analytics based on your data.

The answer is simple — we work with securely provided data extracts from your existing systems, transforming them into clear, actionable insights for data analysis without disrupting your current setup.

Pricing

Choose a subscription that works for you

Giftease offers three flexible subscription tiers. Each Giftease product can be purchased individually or combined to create a powerful, integrated fundraising solution tailored to your organisation’s needs. Below are example costs based on licensing this product individually.

Foundation 399/£ month
  • 1 User Licence
  • 50 GB Cloud Storage
  • Max 50,000 supporter records
  • Max 1 million transaction records
  • On-demand imports
  • Email next working day support
  • No Additional Licensing
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Enterprise @/£ month
  • 5 User Licences
  • 500 GB Cloud Storage
  • Unlimited supporter records
  • Unlimited transaction records
  • Weekly Data Imports
  • Mon – Fri 9am – 5.30pm Support
  • Unlimited Licences (Upgrade)
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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.

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Bespoke Reporting

Save time recruiting, training and embedding a data team with data services from Giftease Solutions

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