Customer Background

A network of small and mid-sized non-profit organizations operating nationwide needed a unified and consistent way to measure financial health, giving trends, attendance patterns, and donor engagement. Each organization used different management and accounting systems, resulting in fragmented reporting and limited cross-organization insight.

Objective

The objective was to build a scalable cloud-based business intelligence platform capable of integrating diverse non-profit data sources-including QuickBooks, SQL Server, and non-profit management systems-into a standardized enterprise data model. The platform would enable leaders to monitor trends, benchmark performance across organizations, and drive improved donor engagement and attendance consistency.

Approach

  • Data Integration - Connected QuickBooks, membership databases, and legacy non-profit systems using secure API integrations and Azure Data Factory pipelines.
  • Standardized Data Model - Unified attendance, giving, donor segmentation, and retention metrics into a cross-organizational schema.
  • KPI Framework - Defined consistent measures for weekly attendance, giving growth, donor tiering, digital giving ratios, and year-over-year comparisons.
  • Interactive Dashboards - Built Power BI dashboards supporting forecasting, cohort analysis, and multi-organization benchmarking.
  • Multi-Phase Expansion - Two-year iterative delivery including new datasets, automation improvements, and additional KPI categories.

Outcomes

  • Single source of truth for giving, attendance, and engagement data across multiple non-profits.
  • Enhanced donor insight with tier segmentation and multi-year contribution trends.
  • Improved decision-making through standardized KPIs and real-time visibility.
  • Operational efficiency by eliminating manual QuickBooks and attendance reporting.
  • Scalable onboarding allowing new non-profits to join the platform with minimal setup.

Organizational Cross Functional Performance | Executive Overview

Aggregated insights across Attendance, Giving, and Donor Engagement

Avg Weekly Attendance

2,430

+6.1%

vs prior year

Total Active Donors

482

+3.4%

Rolling 12-month count

YTD Giving

$1.18M

+8.7%

Across all giving channels

Percent Online Giving

29%

+1.2%

Digital engagement indicator

Donor Retention Rate

84.3%

+2.1%

Retained donors vs prior period

New Donors (YTD)

74

+15.5%

Based on onboarding growth

Recurring Giving Share

21%

+0.8%

Online recurring commitments

Engagement Index

78

+5 pts

Composite of 5 engagement pillars

Attendance Trend (Adult vs Youth)

Rolling 12 months with seasonal lift

Giving Trend vs Goal

Monthly goal attainment with variance bands

Donor Tier Segmentation

Distribution of givers by engagement tier

Donor Retention vs New Donors

Month over month view of relationship health

Giving Channel Mix

Online, in-person, and recurring giving by month

Engagement Index Radar

Holistic view of attendance, serving, and digital reach

Dashboard simulated to respect customer confidentiality though based on actual project objectives