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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.