How to Reconcile Finance & CRM Systems: A Beginner’s Guide

Are you ready to tackle one of the most crucial tasks in the charity sector? Today, we’re diving into the world of financial reconciliation and learning how to reconcile finances effectively—a skill that can set you apart early in your career. Don’t worry if it sounds daunting; we’ll break it down into manageable steps so … Read more

Christmas Appeal Data Preparation: A 4-Week Operations Plan

For most charities the Christmas appeal is the biggest fundraising moment of the year. The creative gets months of attention. The data behind it often gets a fortnight, and usually a busy one. That imbalance is where the avoidable problems come from. Rarely anything dramatic: a supporter who receives two packs, a segment bigger than … Read more

7 Essential Data Quality Checks for Reliable Reporting

You’ve spent hours building the perfect dashboard. The colours pop, the charts are clear, the metrics look spot‑on. You hit ‘share’ with a little burst of pride… and then the questions start. “That number can’t be right, can it?”“Hang on, my report says something different.”“Where did you get that from?” Sound familiar? Poor data quality … Read more

Unlocking the Power of Imperfect Data

Imperfect data is often seen as something to be avoided or discarded, but it can actually provide valuable insights and opportunities for improvement. While bad data may not be ideal for making informed decisions, it can serve as a catalyst for taking action to obtain better data. By recognising the limitations of your current data … Read more