A Good Day Turned Bad: Presenting Fundraising Data to a Client

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spreadsheet with lots of problems

Has this ever happened to you? You’ve spent days, maybe even weeks, perfecting a client’s end of year fundraising report. You’ve pulled together email data, fundraising data, Facebook, Adwords and other acquisition data. You’ve analyzed the numbers backwards and forwards, you’ve put together takeaways and recommendations for your client. You’re READY to present the report to your client.

It’s finally the day of the client meeting and you’re presenting the fundraising results. You’re wowing them with the numbers until, during a pause in your presentation, the client says, “This data doesn’t match our data.”

Cue the sad trombone.

Best case, you have hours of work ahead of you to find and fix the errors. Worst case, you’ve lost the client’s confidence and maybe even their business.

Unfortunately, incorrect data happens. You’re manually pulling together data from several systems: your email data, your acquisition campaigns, maybe you’re even including off-line data in your reports. You’re creating spreadsheet after spreadsheet to showcase your findings. You’re manually attributing source codes to several campaigns. This data moves fast and furiously, you’re doing your very best to stay on top of it all, but when you’re consolidating the numbers manually, it’s very easy to make a mistake.

And yet, here you are, sitting in a year enspreadsheet with lots of problemsd reporting meeting where your data doesn’t match up to your client’s data. When your client has a better grasp of your campaign data, you’ve lost control of the situation. You’re playing catch-up, and it’s no fun at all. Best case, you have hours of work ahead of you to find and fix the errors. Worst case, you’ve lost the client’s confidence and maybe even their business.

Let’s fast forward to a future where your team has Frakture on your side. Your days of manual data pulling are over. Every single hour of the day, Frakture’s Bots are tasked with pulling donor and transaction data for your clients into a central data warehouse – you can host the data or Frakture can. Bots know how to pull data from over 60 systems. Thousands of distinct data jobs are processed every day — the equivalent of what would take multiple humans hundreds of hours to accomplish. Just imagine never having to hit “run report” in any CRM ever again!

Imagine a future where you and your client are both looking at the same exact data. No more emailing reports back and forth. In addition, once all the data is centralized, you can plug in a reporting tool like Tableau, PowerBi or Frakture’s Dashboards to visually display the data.

Frakture Bots can also solve your attribution and source coding challenges. The system attributes transactions across all your client’s platforms — so a donation coming through your website can be immediately attributed to an email or to a Facebook ad posted minutes ago. Yes, your attribution challenges are finally solved without hours of painful, manual guesswork.

Let’s fast forward to a future where your team has Frakture on your side. Your days of manual data pulling are over. Frakture Bots can also solve your attribution and source coding challenges.

If this version of the future of fundraising reporting sounds good to you, it’s time to put Frakture’s team to work! Frakture’s Bots are the perfect extension of your team – you’ll increase your team’s capabilities while simultaneously reducing hours of manual data pulling and the risk of human errors. Just imagine what’s possible when you have time to look at the data rather than spending all your time gathering it! Set up a call with Frakture today.

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