Top 5 CRM Reports that your Nonprofit Can Actually Use
If you’re looking to get real value out of your CRM, you’re in the right place. It’s one thing to have all your data in one system, but how do you turn that data into actionable insights that can support your nonprofit’s success? That’s where custom CRM reports come in.
In this post, we’ll walk you through five of our favorite reports that have helped clients not only track their progress but also elevate their fundraising strategies and outreach. Whether you’re trying to reactivate lapsed donors or gauge the effectiveness of your events, these reports can give you a clearer picture of what’s working and where to focus your efforts. Let’s dive in!
Our Top 5 Custom CRM Reports (and Why)
- Donor Reactivation Report: This report focuses on identifying lapsed donors—those who have not donated in a specified period (e.g., 6 months, 1 year). It segments donors by their donation history, last engagement, and donation frequency, helping to segment reactivation campaigns and re-engage donors who have gone silent.
- Segmented Donor Acquisition Report: This breaks down new donors by acquisition source (e.g., social media, events, email campaigns, referrals) and demographics (age, location, giving capacity). It helps pinpoint which acquisition channels are the most successful and provides insight into donor profiles for targeted future outreach.
- Gift Matching Report: For nonprofits that benefit from employer matching gift programs, this report tracks donations eligible for matching and highlights the dollar amounts already matched. It ensures that all potential matching contributions are accounted for and that outreach for matching gift submissions is timely.
- Major Gift Pipeline Report: This report focuses on high-value donors and prospects who are likely to give large contributions. It tracks the stages of the donor relationship (cultivation, solicitation, stewardship) and identifies the next steps for engagement. It helps fundraising teams move prospects through the donor pipeline effectively.
- Event Conversion Rate Report: This report takes data from fundraising events and analyzes how many attendees became donors (either at the event or afterward) and how much revenue was generated per attendee. It helps determine the true ROI of events and how well events convert participants into long-term supporters.
We love creating customized reports for our clients on a wide range of CRM platforms. If you’ve been craving a partner who can hand you reports and dashboards with the tailored data you need, let’s talk!
