Reports
The IdealFundraising software is full of amazing ways for you to see your data. As well as showing you real time data of where and what your team are doing, you can also build reports to export regularly allowing you to look back on how well things have gone.
Easily keep track of vital metrics such as retention and attrition over a certain timeframe.
Export these reports and easily share them with people who need to see the data.
Within the portal see all of your key stats as soon as you log in in a simple to understand way. Easily export your dashboard by whichever filters you choose between your required time frame.
Real time reporting
Get instant visibility of your active campaigns and assess how well they are performing.
Pull reports on a number of pre-defined conditions including Cancellations, Fundraiser Analysis KPI, Leaderboard, Signup and many more! If the report you need isn’t readily available, create a custom report pulling all of the details you need.
Export builder
Create as many exports as you need and either manually export or schedule exports for them in a way that allows you to easily upload them to your chosen CRM.
The Ideal Fundraising leaderboard make your teams performance metrics visible. Easily see how your team are performing at a quick glance. Motivate your team by sharing performance related statistics with them and encourage growth and development from your team. If you notice someone falling below performance thresholds, easily see where they are struggling and provide them with the support to get back on top.
Full Training
Secure
Door-to-Door Module
After Care
What Our Clients
Say About Us
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.
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.
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.
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.
Unit 7, Harvard Way,Kimbolton,
Huntingdon
PE28 0NJ