Most charities already hold the answers in a spreadsheet. We turn it into plain numbers a trustee can read in a minute: how much came in, who stayed, who didn't, and where you're exposed. Free to try, and your file isn't kept.
Works with an Excel or CSV export from your CRM, JustGiving, spreadsheet or bank.
Start with the free read-out. If it raises questions, we can build the answers.
Upload a list of gifts and get a one-page read-out: income against last year, donor retention, lapsed donors, reliance on big givers and your best campaigns. Print it for the board pack.
Try it free →Fundraising, services and funders' reporting in one live view, connected to the spreadsheets you already keep, so the monthly report stops being a day's work.
See the free dashboard programme →Duplicate supporters, mixed date formats, five versions of one funder's name. We fix it, or look at how you work with data and hand back a written roadmap.
Ask for the free audit →The Snapshot is built so there's nothing to worry about.
It takes a minute. If you'd rather try it first, there's a sample charity's data on the page.
A date and an amount for each gift. A donor ID or email switches on retention and lapsed-donor figures, and a campaign or fund column adds the campaign breakdown. The Snapshot guesses which column is which, and you can correct it.
Yes. The Snapshot doesn't use up your free files on the other tools, and there's nothing to sign up for.
Negative amounts are treated as refunds and left out of the figures, which show gifts received. Rows with no readable date or amount are left out too, and both are counted at the foot of the page so you can check them.
No. It's for the moments a CRM report isn't to hand: a spreadsheet from a fundraising platform, last year's export, a trustee asking a question. If you'd like these numbers live all the time, that's what a dashboard is for.
Email hello@dataexact.io or use the contact form. Tell us you're a charity and what you'd like to know, and we'll reply personally.