Donor Analytics & Fundraising Report Software
Flexible reporting to empower your fundraising success
Track and analyze key nonprofit data with DonorPerfect
Create simple, sophisticated reports
Turn your fundraising system into a donor engagement goldmine with flexible reporting tools that sift through your system in seconds. Identify trends and retain relationships using features that match your comfort level—from standard reports to custom calculations.
- Analyze your fundraising efforts by solicitation method or campaign
- Break down donations by giving level, fund designation, and more
- Track grant requests, funding status, and critical dates in great detail
- Summarize donor information, giving history, and engagement notes
- Automatically assign follow-up tasks based on your report findings
- Assign expenses to your fundraising initiatives to optimize spending
Key features
REPORT AUTOMATION
Schedule your favorite reports to automatically send updates to your board and team members at your preferred frequency.
CUSTOM FILTERING
Filter any report to highlight the data you need! Drill down by date, campaign, solicitation method, individual donor history, and more.
REPORT CENTER
House all standard and custom reports, including donor retention, multi-year trends, solicitation and campaign analyses, and assigned tasks.
EASY REPORT BUILDER
Simply name your report, add custom fields, and save! Commonly used fields are automatically included to save you time, but you can add editable filters, test outcomes, and make corrections as needed!
REPORT WRITER
Perfect for growing nonprofits with detailed reporting needs, SmartAnalytics Report Writer delivers straightforward tools to view, interpret, and analyze reports, including custom graphs and trend analyses.
EXPORT FORMATS
Easily export your reports as a Word document, Excel spreadsheet, PDF, or HTML file.
Create your own fundraising dashboard
Start your day with everything you need! As soon as you log in, you can see your upcoming assignments, check on key performance indicators, reconcile incomplete payments, and monitor goal progress.
- Reconcile payments, tasks, and scheduled reminders
- Set and track fundraising goals by month, year, or quarter
- Detail your goal with text, images, graphs and hyperlinks
- Track growth in giving, average gift amount, and donor lifetime value
- View donor retention, including lapsed and reactivated donors
- Monitor your monthly giving retention and conversion rates
Dive deep into your constituent database
DonorPerfect can enhance your existing data with wealth, demographics, and more! These predictive analytics empower you to identify major donors and see who’s ready to give!
- Segment solicitations, e.g. email donors within 50 miles of your zip code
- Analyze results, e.g. compare this year’s annual appeal with last year’s
- Make mass updates, e.g. flag all records with a blank email address
- Filter search results, e.g. find the donor who gave $1,000 at your gala
- Set specific alerts, e.g. email your director about gifts over $5,000
- Modify donor records, e.g. always display total volunteer hours
Boost your skills with best practices
Hear from happy DonorPerfect users
My personal favorite thing about DonorPerfect is the wide range of customization that is available for data fields. Tied into that, reports are easy to run and can produce a lot of great data if you use your filters and export templates well.”
– Kathryn H.
DonorPerfect has streamlined so much of the donor tracking work. I use it nearly every day, even if it’s to answer a question about a single donor. It tracks as much or as little information as you want.”
– Heather W.
DonorPerfect scheduled reports give me post-purchase euphoria.”
– Jennifer C.
Frequently Asked Questions
1. How can I create and share custom reports?
2. Can DonorPerfect help me save time on reporting?
3. How does DonorPerfect improve decision-making?
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