Enhanced donor analytics
and budget planning.
Integrated CRM data into SSRS reports powered by deep historical analysis — putting donor pipeline, gift history, and campaign performance in one place for advancement and finance teams.
CRM reporting couldn't tell finance and advancement the same story.
The CRM's inbuilt reporting was insufficient for comprehensive funding analysis. Finance and advancement teams relied on manual spreadsheet reconciliation, limiting campaign performance visibility and slowing the budgeting cycle.
CRM data, integrated into shared analytics.
Integrated CRM data into SSRS reports powered by deep historical analysis — providing donor pipeline, gift history, and campaign performance in one shared view for advancement and finance teams.
CRM integration
Pulled CRM records into the cloud data warehouse — modelling donors, gifts, and campaigns alongside finance data.
SSRS reporting
SSRS reports built on top of the integrated model — donor pipeline and gift history accessible in one shared platform.
Campaign performance
Campaigns tracked against plan and prior period — enabling timely course correction.
Historical analytics
Deep historical analysis underpins budget planning and ad-hoc donor queries — answered quickly from curated data models.
Funding visibility for both sides of the table.
Cloud data warehouse integrates CRM and finance data; SSRS delivers the reports advancement and finance teams reconcile against — eliminating manual spreadsheet reconciliation.
From spreadsheet reconciliation to shared funding intelligence.
Shared funding view
Donor pipeline and gift history accessible in one place for advancement and finance.
No more reconciliation
Finance and advancement work from the same numbers — no manual spreadsheet work.
Campaign tracking
Performance tracked against plan and prior period for course correction.
Smarter budgeting
Historical donor analytics underpin budget planning and ad-hoc queries.