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How do you steer fundraising on data instead of on instinct?
By tracking campaigns and donor behaviour in one model instead of in separate exports. Two dashboards brought income, pledges and one-off gifts together with donor demographics and behaviour, on a star schema fed from Ifunds Engage and Dynamics 365. That made it possible to see which campaigns work while they are still running.
Non-profit and fundraising Ifunds Engage, Dynamics 365, Power BI
The challenge
Tracking and analysing fundraising campaigns well enough to steer them. The organisation needed detailed insight into income, pledges and one-off gifts to measure campaign results and adjust while they were still running.
Our approach
Two Power BI dashboards:
- Fundraising dashboard tracks campaign performance, with trend analysis, forecasting, an overview of active and inactive pledges, analysis of one-off gifts and donor segmentation
- Donors dashboard gives insight into donor demographics and behaviour for targeted strategies, including trends in active and inactive donors, segmentation, and approaches to reactivate dormant donors
Underneath sits a Power BI data model built for integration and reporting:
- Star schema optimisation for query performance and effective filtering
- Integration of several sources bringing together Ifunds Engage, Dynamics 365 and others
Results
Fundraising and donor behaviour became something to monitor rather than to reconstruct afterwards. The dashboards and the model give a full picture of activity, which supports both strategy and day-to-day efficiency.
What came next
Further refinement through predictive analysis to spot trends and opportunities earlier, and closer to real-time integration for faster response.
Expertise involved
Power BI development, data analysis and fundraising knowledge, combined so the technical work stayed tied to donor behaviour rather than to the tooling.
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Book half an hourFrequently asked questions
How do I get better insight into campaign effectiveness?
The fundraising dashboard shows income, pledges and one-off gifts at a glance. Trend analysis and forecasting tell you which campaigns are working and where to adjust while there is still time to act.
How do I learn more about my donors and their behaviour?
The donors dashboard shows who your donors are, how active they are and which segments hold opportunity. That supports targeted strategies, such as reactivating dormant donors or serving loyal givers better.
How do you make data from different systems come together reliably?
With a Power BI data model that integrates Ifunds Engage, Dynamics 365 and other sources. A star schema design and optimised queries keep the analysis fast, reliable and able to grow.