Reporting

Realtime Dashboard

Ideal Fundraising provides a dashboard, accessible via any browser, to provide you with real time information about your fundraising efforts. Not only that, it allows you to see this information along with statistics for periods of times that you want to analyse; e.g. last month and last year, among others. This is useful for your management team who may be on the move, as they have key information at their fingertips wherever they are.

In addition to this key information, the dashboard allows you to delve further into the detail of each of the metrics. For example, you may see that you have 5 Fundraisers working today, but once you click on it, you can see the list of the names of the people fundraising. To top it off, you have the ability to export the key information metrics from the Dashboard into Excel, to provide even further opportunity for analysis.

Standard Reports

Ideal Fundraising comes complete with a comprehensive range of reports that are available to use at any time to help you analyse your data. You can refine this data using various filers including Fundraiser, Team Leader, Campaigns, Regions and Sites (Venues) over different periods of time as you require, whether it’s last year, or today. The reports are easy to navigate by simply entering keywords that relate to the report name; e.g. ‘KPI’ to bring up the various KPI reports. Ideal Fundraising automatically remembers your frequently used and favourite reports making it even easier and quicker to access the data you need. All reports can be exported into Excel if you require further specific analysis.

Custom Reports

Ideal Fundraising offers custom reports where you can design your own filters. These repots can be exported in a variety of formats; e.g. Spreadsheet, or PDF.

Export to Excel

Every report has been designed for simple one-click export to Excel for further analysis as a graph or pivot-table.

Google Data Studio

For those organisations that would like to design their own reports, we can expose a synchronised copy of the Ideal Fundraising database to enable the use of tools, such as Google Data Studio, to build your own advanced reports.

Door Outcome Report

Ideal fundraising allows you to report on how well your fundraisers are progressing their Door-to-Door campaigns by analysing a number of statistics for a given door set over a defined period of time. This in turn, will help to highlight any fundraising ‘hotspots’ where you can plan future targeted routes for your fundraisers, to make the most of your door-to-door efforts. The more data you have, the more targeted and efficient your future door to door fundraising can be.

Services

What we do for all people

Full Training

Secure

Door-to-Door Module

After Care

Testimonials

What Our Clients
Say About Us

“

We have used IFS to support our regular giving and lottery campaigns for around 8 years now. The actual software itself is super easy to use, quick to complete and is built with fundraisers in mind. With the portal, the standardisation across it, makes the system really easy to use. KPI’s are at the forefront and visible within seconds. It’s very accessible for our field managements throughout every day, which is something we really like about it.

IT and Venues Director,

“

We assessed many solutions when looking for a partner to provide our digital data collection/canvassing solution. The Ideal Fundraising solution stood out for many reasons, their experience within the sector, their knowledge of what works and what doesn’t within field-based communications, and the fact the system did not rely on being online, that our fundraisers and supporters would experience the same level of service from the system, with the same level of data security even when out of signal.

The solution continues to provide us with a completely data secure, easy to navigate scalable solution for our fundraising. Managed through the main portal, we are even able to give our charity clients access to allow them to monitor activity on a real time basis.

As one of the UK’s biggest fundraising providers by volume we can’t recommend Ideal Fundraising enough.

Company Director,

“

Since 2013 we’ve used IFS to process far in excess of 225,000 new members on behalf of our six charity clients. The system is secure, smooth and user-friendly, and hiccups are non-existent. The live reporting is a really useful feature too! IFS certainly comes highly recommended from us.

Compliance Manager,

“

The security of personal information is also extremely important to us and having IFS really helps us with this. As soon as a lottery member is acquired, their personal information transfers off the tablet and into the secure Hub. Also, if a PDA tablet is lost or stolen it can be locked down in minutes.

Managing Director of SEC Fundraising,

“

We have been with IFS for a couple of years now and now have 6 campaigns up and running which are a mixture of lottery and regular giving campaigns. What we love about the system is that the portal is available on the go.

Managing Director of Increase Sales Solutions,