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ADRFM Guest Post Insight Reporting

A Case Study for ADRFM

RNID, the UK’s leading charity supporting people with hearing loss, has seen significant benefits from using the ADRFM Reporting suite for Actually Data Analytics.

Previously, RNID struggled to gain a comprehensive understanding of its data and make informed decisions based on that data. The organization had a variety of different data sources, including customer relationship management (CRM) systems, fundraising platforms, and marketing tools, but it lacked a centralised system for collecting and analyzing this data.

This changed when RNID implemented the ADRFM Reporting suite. The suite enabled RNID to bring all of its data into a single platform, allowing the organization to gain a much clearer understanding of its data and use it to inform its decisions.

One key benefit of the ADRFM Reporting suite has been the ability to track the effectiveness of RNID’s marketing campaigns. With the suite, RNID can see which campaigns are generating the most leads and donations, and can use this information to optimize its marketing efforts.

This has helped RNID to significantly increase its fundraising efforts and better serve the needs of its donors and supporters.

In addition to its marketing benefits, the ADRFM Reporting suite has also helped RNID to improve its supporter care. The organization can now more easily track supporter interactions and respond to their needs in a timely and effective manner.

Overall, the ADRFM Reporting suite has been a valuable asset for RNID, helping the organization to better understand its data, optimize its marketing efforts, and improve its customer service.

You can read more about their journey here

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ADRFM Insight Reporting

What to count and where the pitfalls are

Depending on their specific goals and objectives, charities can benefit from tracking a variety of key metrics. Some common metrics to consider for charities include:

  1. Donor acquisition and retention: Tracking the number of new donors acquired as well as the percentage of donors who continue to give over time can assist a charity in understanding the health of its donor base and identifying areas for growth.
  2. Measuring the cost of acquiring a new donor or the return on investment of various fundraising efforts can assist a charity in understanding the effectiveness of its fundraising efforts and identifying areas for improvement.
  3. Tracking the number of people served or the outcomes achieved by the charity’s programmes can assist in demonstrating the impact of the organization’s work and identifying areas for growth.
  4. Monitoring financial metrics such as revenue, expenses, and profitability can assist a charity in understanding its financial health and identifying areas for improvement.

When tracking metrics for a charity, there are a few potential pitfalls to be aware of. One common stumbling block is focusing too much on short-term metrics, such as the number of donations received in a given month, rather than taking a long-term perspective. It is critical to consider how various metrics may impact the organisation in the long run, rather than just in the short term.

Another stumbling block is relying on metrics that are simple to track but may not be the most meaningful or relevant to the organisation. Tracking the number of website visitors, for example, may be simple, but it may not provide much insight into the effectiveness of the organization’s efforts.

It is critical to carefully consider which metrics are most important and meaningful to the organisation and to track them consistently over time.

Finally, it is essential to comprehend the limitations of any metrics that are tracked. No single metric can provide an accurate picture of an organization’s performance, so it’s critical to consider how different metrics are related and how they are influenced by external factors.

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Beginner Insight

Coloured pen revolution

Seeing in colours rather than words, but adaptable enough to provide both

Making data and insights available to various types of users is an important part of ensuring that information is useful and actionable. When it comes to accessibility for different types of users, there are a few key considerations:

  1. Different users may prefer different formats for gaining access to data and insights. Some users, for example, may prefer visualisations like graphs and charts, whereas others may prefer tables or lists. To ensure that data is accessible to everyone, it is critical to consider the needs of different users and to provide data in a variety of formats.
  2. Level of detail: When it comes to the level of detail in data and insights, different users may have different requirements. Some users may require high-level, summary-level data, whereas others may require more detailed, granular data. Making data and insights available at various levels of detail can aid in making them more accessible to a broader range of users.
  3. User interface: Regardless of the user’s level of technical expertise, the user interface for accessing data and insights should be intuitive and simple to use. Making sure the interface is easy to use can help make data and insights more accessible to a wider range of users.
  4. Training and support: Providing training and support to various users can help to ensure that they can effectively access and use data and insights. Training sessions, documentation, and other forms of assistance may be included.

Overall, ensuring that data and insights are accessible to various types of users is critical to ensuring that they are useful and actionable. Organizations can ensure that information is accessible and useful to everyone who needs it by considering the needs of different users and providing data and insights in a variety of formats, at different levels of detail, and with user-friendly interfaces.

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ADRFM Insight Reporting

An Intro to ADRFM

Are you tired of manually analyzing data for your business reports?

Look no further than ADRFM Reporting Suite!

Our powerful software automates the analysis process and visualising your data, allowing you to focus on making informed decisions for your business.

But don’t just take our word for it, check out our video demonstration of ADRFM Reporting Suite in action.

See how easy it is to view your data and gain valuable insights into your business operations. Don’t waste any more time on reporting. Upgrade to ADRFM Reporting Suite today and streamline your reporting process. For more information, please Get in touch.

We’ve also just released a new module for Engaging Networks Reporting. If you’re an Engaging Networks customer, you can find out more here

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ADRFM Beginner Insight Reporting

12 Days of Christmas

As some fun and to get you into the spirit of Christmas, we’ve decided to publish a page of a Power BI report each day to show you what can be done with data and what types of visualisations might be useful for your organisation.

This is an interactive reporting suite, feel free to have a play and see what little nuggets of insight you can gain. This is demo data so please bear this in mind when looking at the numbers.

Day 1 – We start off with maps – everyone gets excited to see their supporters on a map, but it can be really useful when thinking about new products or events that you may want to hold outside of London.

Day 2 – KPIs – They’re important so you know what’s working and what isn’t. If it isn’t working, you know you can change something. It’s also a really nice way to make this data presentable rather than a flat table of numbers, which I have presented to leadership teams before and couldn’t understand why it wasn’t engaging for them!

Day 3 – RFM – So here’s where we get to the more exciting segmentation models that some charities we’ve worked with have used in the past. Recency, Frequency and Monetary (or sometimes its called Value RFV). It’s a simple model of creating segments based on giving history and if you haven’t started segmenting your supporters this is a great way to get started.

Day 4 – Performance – This is one of the most powerful reports and really simple to visualise your teams activities. One of the things that this shows you is that you can filter other visuals based on a selection that you make. To see this in action click on Public Fundraising in green and watch the table change to only activities that were carried out by the Public Fundraising team. When looking at a visual, there is a menu on the right hand side that allows you to focus on a specific tile and there’s also an export data option for the summaries if you need to do more analysis under the three dots.

Day 5 – Demographics – Here we show how we blend data with open data sets to add value and help you to identify other key identifiers that your supporters may have. You can see a breakdown of Acorn classifications for the supporters. There are 8 high level classifcations that are then broken down to 2 further levels.

And as a bonus for me releasing Day 5 late, I’ve released Day 6 a few hours early.

Day 6 – Regular Giving – As well as keeping an eye on the number of active regular givers you have, it’s also a good idea to keep an eye on the number of cancellations. To help with forecasting and planning we’ve extracted the average annual value of the regular givers.

Day 7 – High Value Fundraising – This report shows people at the different stages of solicitation. It also identifies the different types of restrictions that may apply to those special gifts

Day 8 – Forecasting – As we come to the end of the year, we all have the challenge of working out how we’re going to forecast for the coming year. Here we demonstrate using the past number of years income to forecast what may be expected in the future. It’s by no means perfect, but it’s a starting place.

Day 9 – Gift Aid – As we all know, gift aid is the extra money that you can get for nearly free! You need a declaration and your system will probably work out based on rules of what you can claim and what you can’t. Here you can see who you may want to send a communication to. These people are people who have given a gift that potentially is giftaidable but you can’t or haven’t claimed gift aid on the income. So as Tesco says, Every little helps especially with the current economic climate. Don’t forget to run your own gift aid mailing, maybe as a thank you mailing to all your supporters who have given in the last 12 months and try and entice them where it’s appropriate to give a declaration. Remember you can take a declaration over the phone if you have a supporter care team who are speaking to supporters you just need to confirm the verbal declaration in a letter and then so long as they don’t come back you’d be good to claim from those declarations as well.

Day 10 – Events – So as we move to a new year and start looking at calendars, here’s an overview of what has happened with events in the last financial year. It’s useful to see what platforms your supporters are using. We also look at the user stories for participants and its always interesting to see the keywords that different demographic of supporters use. Have a click around and let us know what you think.

Day 11 – Contactability – Every data persons favourite subject, GDPR and data protection. Here we demonstrate how to show the number of records that you can contact by the various channels used within the sector. We show the split between genders and age bands of opted in supporters broken down by the likely different communication purposes you’re want to use.

Day 12 – Communications – We all know that fundraising is built on relationships and a key to understanding relationships is language. Communications shows the different ways we interact with our supporters and how they speak to us and how we speak to them.

It’s been a blast putting this together, if you’ve not noticed it there’s an i at the top of each page which will give you more information about our reporting tools so come on dive in. We have a special offer that we will release next week if you’d like to get started on your reporting journey.


In terms of navigation, if you click on the “of” from 1 of 2 at the bottom of the report screen, you’ll be able to quickly navigate to the page you want to see.

As always, if you’re interested in finding out how ADRFM and our reporting solutions could help your organisation, feel free to get in touch.

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ADRFM Beginner Guest Post Insight Strategy

The Devil’s in the Data : 4 Tips to Help Develop a Data Led Fundraising Culture

This blog post was very kindly written by Paul Hayward, Director of Fundraising, RNID. 

If you work in fundraising, or alongside fundraisers, you’ll know how important data is to everything we do. You use it to track progress, assess programs, and make decisions about where to allocate precious resources. But what about using data to inform and guide your fundraising team? Building a data led approach to fundraising can help you raise more money and do so more efficiently. At RNID this approach has driven our fundraising strategy, our ways of working and the way we make day-to-day decisions, with a transformative effect.

Here are four tips to get you started:

1. Use data to set goals.

Too often, fundraising teams operate without clear goals. This can lead to wasted time and resources chasing after unimportant metrics. Instead, use data to set attainable goals for your team. What amount of money do you realistically want to raise? What kind of growth do you want to see? What’s the long-term value of the work you’re delivering? Answering these questions will help you focus your team’s efforts and better utilize your resources.

2. Use data to inform strategy.

Once you have set some goals, it’s time to start thinking about how you’re going to achieve them. This is where data comes in. Look at your programme and try to identify trends. Who are your most generous donors? What kinds of appeals work best with different segments of your audience? What products attract and retain people most effectively? Answering these questions will help you develop targeted strategies for reaching your goals.

3. Use data to track progress.

As you implement your fundraising plans, be sure to track progress along the way. This will help you course correct if necessary and adjust your strategy as needed. It will also help you see what’s working so that you can replicate those successes in the future. Set some relevant KPI’s before you act and keep checking back in to see your progress against them; not only will it help you hold your work to account, but it will help develop a sense of momentum as you succeed!

4. Use data to assess results.

Once you’ve reached the end of a campaign, it’s time to take a step back and assess the results of your efforts. Which strategies were most successful? Which ones fell short? What can you learn from your experience that will help you be even more successful next time around? Answering these questions will help you fine-tune your approach, develop future strategies and make sure that you’re constantly learning and improving.

Developing a data led fundraising team doesn’t have to be complicated or time-consuming. By following these four simple tips, you can start making data-informed decisions that will help you raise more money and do so more efficiently. So what are you waiting for? Get started today!

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ADRFM Insight Reporting Strategy

Board Report – What should you tell them?

Reporting and Insight should always be led or driven by the strategic direction of the organisation, whether that be an organisational strategy or fundraising strategy. It’s only knowing where you are now that can help you work out where you’re going and how well your doing against those objectives or targets. So I would always make sure that these strategic documents include ways in which you are planning on measuring success.

The next thing that I would say is break up the kpis into when they make sense to the audience that want or need them. There’s no point giving an appeal and segment breakdown to board members as they won’t be into the detail, they’ll just want to know if you asked us for investment did it work and how much did it return? I recently finished a book by Elizabeth Clarke which talked about understanding your audiences for reporting which was really helpful to me. You can find a link to that book here.

So you should have now an idea of where you’re going and a way in which you’d like to measure the success of those initiatives. The next thing is the data. You can only count what you can record so this should help inform what you want to do with coding structures across your CRM system. Whether its the number of new regular givers or the number of campaigners or the number of facebook fundraisers, all of these things should be recorded in your database somewhere.

So now you have data and targets the next thing to do is work out your baseline, where are you right now. this gives you a starting point to compare yourself to. A key thing here is that you are comparing your organisation to your organisation, not anyone else or any other organisation or any other sector benchmarks to start off with.

And if you don’t have targets, that’s ok, compare yourself to the same period last year (for those of you using power bi, that’s a formula you can use – sameperiodlastyear() ). If you don’t have the data then that’s ok too everyone starts somewhere.

Here are some top line kpis that we record as part of our reporting suite:

  1. Total Income
  2. Total Number of Contacts
  3. Total Number of Donors
  4. Total Number of Active Regular Givers
  5. Total Number of supporters that we can email
Here’s an example of our ADRFM reporting suite showing the top line details for a board report.

Using these 5 key indicators should be enough to work out how the organisation is performing, especially when you compare it to a previous period and start to identify trends.

For a board report, that should be enough to get started around income, expenditure would be helpful as well but not many organisations record this in their CRM. I’m a fan of recording some high level numbers for expenditure in your CRM just so that you can begin to work out ROI (Return on Investment) for all the activities that you do. Remeber everything has a cost, so free activities still have costs associated with them, whether it be staff time or freebies that are offered for support.

The other thing with these kpis is they should be relatively easy to pull out of your CRM systems. I appreciate that any kpis that require a snapshot of your data can be a challenge but power bi does make some of that easier with the use of DAX formulas.

Other things that Boards would normally want to know about are forecasted income Whether that be from High Value teams like Major Donors and Trusts or whether that be from things like Regular Giving and Lifetime value.

The key with all of the reporting data, start small and then grow. Once you have a handful of indicators and I would suggest no more than 6 indicators to start off with give it at least 6 months to show trends and then put some narrative around what the numbers say. A thirst for knowledge or curiosity, both of which are really useful may lead you to other things that you might want to look at, like 2nd gift rates, retention, conversion but think very carefully about whether these secondary indicators need to be reported to the board or if it will overwhelm them with numbers – nobody wants a wall of data

If you’d like to learn more about how we can help you get started on your reporting journey please get in touch.