Budget Builder
Budget Builder provides clients with the ability to manage campaign scenarios, monitor cash flow, and forecast performance. Budget Builder was designed to provide an early view of results and provide an early warning whether performance remains on track – and respond when its not.
Benefits At A Glance
- Multiple budgetary scenarios that allows users to view performance against actual results.
- Multi-year views to provide detailed comparisons.
- Trend analysis to ensure business models remain healthy and to help users understand if they remain on track to meet performance targets.
- Forecasting functionality allows clients to understand whether a campaign or initiative will meet budget expectations.
Performance Indicators
Performance Indicators (PIs) provide a comprehensive view of file performance. PIs allow clients to monitor behavioral trends, giving trends, and investment trends. PIs help non profits understand how value is generated by their donor base, how to value is changing, and whether current investments are reaching their targets.
Benefits At A Glance
- High-level and detail view of performance by member type.
- Drill down functionality to gain a deeper understanding of where value is created.
- Selected interval functionality to provide allow users to view most relevant timeframes.
Multi-Year Investment Module
Multi-year investment models provide a framework for helping non-profits generate more revenue for their supporters. The models establish performance targets at the individual level to ensure non-profits investments are maximized. With thousands of “moving parts” and performance algorithms, the models have provided a vital view of what clients needed to do to raise the next $1 million, $5 million, or $25 million.
Multi-year investment models are design to tell you not where you have been, but are you on track to reach the net level.
Benefits At A Glance
- Real-time view by donor segment performance against multi-year targets.
- Validation reports to gain deeper insight to any performance variances.
- Break-even analysis and forecasting functionality to ensure that month-to-month targets are met.