Advanced Reporting
Executive dashboards with deeper donation and engagement insight
£17/mo
Included free in Premium plan
Executive dashboards, trend analysis, donor retention metrics, and scheduled reports — everything your leadership team needs to make confident, data-driven decisions.
Executive dashboards with deeper donation and engagement insight
Included free in Premium plan
What's included
From high-level summaries to granular breakdowns — every metric your organisation needs to understand giving, engage donors, and report to stakeholders.
Visualise donation volume and value over time — daily, weekly, monthly, or custom ranges. Spot seasonal patterns and growth trends at a glance.
Track first-time vs returning donors, lapsed-donor rates, and donor lifetime value. Understand who keeps giving and who drifted away.
See exactly how donations are distributed across funds, campaigns, and categories. Drill down by date range, payment method, or source.
Compare campaigns side by side — total raised, donor count, average gift size, and conversion rate. Know what works before you launch the next one.
Set up recurring report snapshots and have them delivered to your inbox — weekly summaries, monthly trustee packs, or quarterly board updates.
View consolidated reporting across currencies. Donations in GBP, USD, EUR, and more are normalised for unified dashboards and exports.
Data Flows In
Donations, pledges, Gift Aid claims, and campaign activity feed into your reporting layer automatically — zero manual entry.
Dashboards Build
Pre-built executive dashboards surface the key metrics. Filter by fund, date range, campaign, or payment method.
Trends Emerge
Spot seasonal giving patterns, donor retention shifts, and campaign performance differences — all visualised clearly.
Reports Deliver
Schedule recurring report snapshots for trustees, export CSV or PDF, or share dashboards with your leadership team.
No more exporting spreadsheets and building pivot tables. One platform. Full visibility. Smarter decisions.
Use cases
Generate professional, data-backed reports for your board of trustees. Schedule monthly snapshots so they arrive without you lifting a finger.
Compare this year's Ramadan giving against previous years — total raised, donor count, average gift, and Gift Aid uplift. All in one dashboard.
Identify your top 20% of donors, spot who hasn't given in 6 months, and segment contacts for re-engagement. Data-driven stewardship, not guesswork.
Roll up donation data from multiple branches or campuses into a single executive view. Compare performance site by site or see the big picture.
Book a 15-minute walkthrough. We'll show you how your executive dashboards, trend reports, and automated board packs look — live on real data.