Welcome to the ADRFM Tutorial hub. Across this page, you will find videos that break down every aspect of our reporting suite so you can get the most out of ADRFM, regardless of whether you are a newcomer or a veteran in the world of analytics.
ADRFM Core Module
The CORE module within the ADRFM reporting suite provides a comprehensive overview of your charity’s fundraising activities. This high-level view showcases key performance indicators that highlight how your organization is performing, empowering you to become a more data-driven decision-maker. The CORE module delivers the essential insights you need to understand your overall fundraising landscape and identify areas for optimization.
ADRFM Orientation
Let’s begin by demonstrating how to navigate ADRFM and how you can use it to transform your fundraising activities. As you begin to familiarise yourself with the suite, we encourage you to get curious about the various aspects of your fundraising efforts. Our reporting suite is designed not just to report but to illuminate and inspire. Here’s how you can use the visuals and data to drive your strategy:
Deep Dive into Visuals
Each report offers rich visuals that outline key aspects of your fundraising. Use these to identify trends, pinpoint areas of strength, and any areas for improvement.
Explore Beyond the Surface
Go beyond the standard metrics. Explore different layers and segments of your data to uncover deeper insights into donor behaviour and campaign effectiveness.
Ask Questions
Let the data provoke questions that can lead to impactful answers. Why are some campaigns more successful? What can you learn about donor retention from year to year?
Your data is a powerful tool that can lead to great insights and even greater outcomes. By using these reports to guide your strategy, you’re not just running campaigns, but building a stronger, more sustainable foundation for your charity’s future.
The Three Main Reports
This tutorial will cover the three key reports for any organisation and showcase how you can leverage specific reports to meet your fundraising objectives.
KPI Reports
See how you can track critical metrics that reflect your campaign’s success and areas for improvement.
Organisation Review
Gain insights into the broader impacts of your fundraising efforts across different programs and initiatives.
Income Overview
Understand your income streams in detail, identifying trends that can help forecast future donations.
Why This Matters
Each report is designed to not just inform, but to empower. By choosing the right options and filters, as shown in the demonstration, you can tailor the data to answer specific questions about your fundraising activities. Whether you’re looking to enhance donor engagement, increase donations, or streamline efforts, these insights are invaluable.
What You’ll Learn
- How to navigate and customise reports to suit your needs.
- Practical tips on interpreting data for strategic decision-making.
- Ways to use data to foster a culture of innovation and growth within your team.
Filters
This tutorial explains the power of filters (sometimes known as slicers) and how they dissect your data for more tailored analysis. It can empower you to go beyond viewing your data and interact with it to create custom views that answer your most pressing questions. The insights you gain from this level of customisation will be instrumental in shaping your fundraising approaches and ensuring they are as effective as possible.
Here are a few ways customising your reports with filters allows you to dissect your data for more tailored analysis:
Identify Specific Cohorts
Filter your data to find distinct groups of supporters. Understand who they are, what motivates them, and how they prefer to engage with your charity.
Gain Deeper Insights
By selecting specific characteristics, you can analyse the effectiveness of your campaigns across different demographics and supporter behaviours.
Drive Targeted Strategies
Armed with detailed knowledge about your supporter base, you can craft more personalized and effective outreach campaigns.
This tutorial is designed to empower you with the tools to not just view data, but to interact with it, creating custom views that answer your most pressing questions. The insights you gain from this level of customization will be instrumental in shaping your fundraising approaches and ensuring they are as effective as possible.
We encourage you to experiment with these features and explore the possibilities they open up. As always, if you have any questions or need further assistance in harnessing the full potential of the ADRFM Reporting Suite, please reach out. We are here to support your journey every step of the way.
Dashboards
The final step in mastering your data is to create a personalised dashboard that captures everything you need at a glance.
Creating your own dashboard is not just about having data; it’s about having the right data tailored to your unique needs, at any time with a single click. This allows you to keep the most relevant and impactful information front and centre, ensuring you can make quick, informed decisions every day.
Personalisation
Pin visuals and reports that matter most to you. Customise the layout to match your workflow and focus areas.
Autonomy
Update your dashboard without needing to rely on the database team. You have the control to adjust and refine as your needs evolve
Accessibility
Share your dashboard with team members and subscribe to receive the latest data updates automatically, all powered by daily database refreshes
Getting Started
Choose Your Visuals
Select from a wide range of visuals within the reporting suite that best represents the KPIs and metrics you track regularly.
Pin To Your Dashboard
Easily pin these visuals to your custom dashboard with just a few clicks.
Customise & Share
Arrange your dashboard to suit your daily needs, and share it with your team to enhance collaborative efforts.
We’ve designed this process to be intuitive, but we understand that everyone’s needs are different. If you find yourself with a more complex requirement or just need a bit of guidance, both the team at Actually Data Analytics and your internal database team are here to assist.
Remember, while the tools are simple, the outcomes can be profound. We encourage you to take this step, personalise your experience, and start viewing your data, your way.
Individual Giving Module
Building upon the foundational insights from the CORE module, the Individual Giving module dives deeper into the data surrounding your mass market fundraising efforts. This includes analyzing the behaviour and engagement of supporters who respond to appeals or participate in regular giving programs. The focus of this module is to uncover opportunities to encourage a second gift, strengthening the connection between your organization and these valuable donors.
The Five Main Reports
This tutorial will guide you through the five key report pages of the Individual Giving module, designed to empower fundraisers with actionable insights to enhance your charity’s performance. Whether you’re analysing donor trends, comparing mailing activities, or optimising supporter journeys, this video provides a comprehensive overview of the module’s capabilities.
Monitor Key Metrics
Track performance indicators like donor retention, total income, and campaign success with clear, visual data.
Optimize Donor Journeys
Understand and enhance the pathways to second gifts and recurring donations.
Refine Strategies
Leverage insights from detailed comparisons, Gift Aid analysis, and cross-selling trends to improve fundraising outcomes.
By mastering the Individual Giving module, you’ll be able to transform data into informed strategies that drive meaningful outcomes. Experiment with its features and uncover insights to strengthen your charity’s impact.
Using Core Reports with the IG Module
The Core Module Reports are an essential component of the ADRFM Reporting Suite for Individual Giving module users, designed to provide deep insights into your charity’s performance. By leveraging these reports, you can effectively monitor income trends, understand donor contributions, and optimise your communication strategies. This guide offers a concise overview of the three key reports — Income Overview, Top 100, and Mailings — that complement the Individual Giving module, helping you identify opportunities for growth and refine your fundraising approach.
Comprehensive Income Insights
Analyze trends in income, donors, and average gift values using flexible chart configurations for informed decision-making.
Donor Performance Focus
Identify and visualize top donors and their geographic contributions with the Top 100 report.
Mailing Effectiveness
Evaluate response rates, income contributions, and timing of donor communications to improve campaign strategies.