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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 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.

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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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Get Connected

Use Raisers Edge 7/NXT, Care or ThankQ? We can have you up and running with any of our ready-made analytics products within 24 hours and for all other CRM products within 2 - 3 days.

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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

Just some of our CRM Integrations

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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
  • 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

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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.

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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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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. Watch our short explainer video to see how our platform works.

How it works

What you can expect

1

Seamless Data Integration

Synchronise your data monthly, weekly or even daily – select the frequency that suits your organisation

2

Fast, Easy, Secure Access 

Login and access your visualisations in a couple of clicks

3

Beautiful Visualisations

Filter your reports easily and share them securely

Power BI

Screenshots

Income Manager
Income Manager screen shot showing regional map
Income Manager - Region
Income Manager screen shot
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 screen shot showing regional map
Income Manager - Region
Income Manager screen shot
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.

Foundation 249/£ month
  • 1 User Licence
  • 50 GB Cloud Storage
  • Max 50k supporters in database
  • Monthly Data Imports
  • Email next working day support
  • No Additional Licensing
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Enterprise 799/£ month
  • 5 User Licences
  • 500 GB Cloud Storage
  • Unlimited supporters in database
  • Daily Data Imports
  • Mon – Fri 9am – 5.30pm Support
  • Unlimited Licences (Upgrade)
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Want a month's free trial?

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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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