Every not-for-profit in Australia and New Zealand knows that transparency and accountability are so important. In 2025, donors expect to know what their contributions are going towards, and they deserve to see the tangible impact of their support. But how do you go beyond simply reporting the total amount raised and paint a vivid picture of how each dollar is transforming lives or making a difference?
The answer lies in building granular, detailed reports that showcase the complex tapestry of impact woven by your organisation’s efforts. This guide explores how to create compelling impact reports that demonstrate the effectiveness of your fundraising campaigns, track split funding across different initiatives, and illustrate the precise allocation of funds with clear designations – this is all possible through our donation management CRM solution – Klevr Fundraising.
Detailed impact reports are important for many reasons
- Donor Confidence: Detailed reports build trust and demonstrate accountability, assuring donors that their contributions are being used responsibly and effectively.
- Impact Visualisation: Granular reporting helps donors see the direct connection between their support and the outcomes achieved, fostering a deeper sense of engagement and inspiring continued giving.
- Strategic Decision-Making: By analysing the performance of individual campaigns and the impact of specific funding allocations, you can make data-driven decisions to optimise your fundraising strategies.
- Program Evaluation: Granular reports provide valuable insights into the effectiveness of your programs, allowing you to identify areas for improvement and demonstrate the value of your work to funders and stakeholders.
The key considerations for building granular impact reports
1. Campaign-Specific Tracking:
- Track donations and expenses for each campaign separately to analyse performance and demonstrate the impact of individual fundraising initiatives.
- Klevr Fundraising’s campaign management tools allow you to categorise campaigns, track key metrics (e.g., total raised, number of donors, average gift size), and generate detailed reports for each campaign.
2. Split Funding and Designations:
- Clearly track how funds are split across different programs or initiatives, especially when donations are designated for specific purposes.
- Klevr Fundraising’s designation management features allow you to create and track designations, ensuring that funds are allocated according to donor wishes.
- Use visual aids like charts and graphs to illustrate the allocation of funds across different designations, making the information easy to understand.
3. Impact Measurement
- Connect donations to specific outcomes, demonstrating the direct impact of donor contributions.
- Klevr Fundraising’s reporting tools allow you to track and report on key performance indicators (KPIs) related to your programs and campaigns.
- Go beyond financial metrics and report on the tangible outcomes achieved through donor support. This could include the number of people served, lives impacted, or community benefits realised.
4. Data Visualisation
- Present data in a clear and engaging way using visual aids like charts, graphs, and infographics.
- Klevr Fundraising integration with Dynamics 365 and tools like Power BI, can help you create customisable dashboards and reporting features allow you to create visually appealing reports that tell a compelling story of impact.
5. Narrative Storytelling
- Combine data with compelling narratives and testimonials to bring your impact to life.
- Share stories of individuals or communities who have benefited from your programs, illustrating the real-world impact of donor support.
Klevr Fundraising enabling granular reporting
Klevr Fundraising offers a comprehensive suite of tools to support granular reporting:
- Designation Management: Create and track designations to ensure accurate allocation of funds.
- Campaign Tracking: Monitor campaign performance and generate detailed reports.
- Impact Measurement: Track KPIs and report on the outcomes achieved through donor support.
- Data Visualisation: Create visually appealing reports and dashboards to communicate impact effectively.
- Customisable Reporting: Tailor reports to specific donor needs and preferences.
By leveraging the capabilities of Klevr Fundraising and implementing these best practices, your not-for-profit can build granular, impactful PowerBI reports that demonstrate transparency, inspire donor confidence, and drive greater fundraising success.