insights
Get complete visibility into your fundraisers, both past and present.
Manage with transparency and security.
The Insights dashboard securely displays all records of your campaign supporters, donations, and daily deposits.Your organization’s data is protected every step of the way, with guaranteed account security and a commitment to never sharing or selling your data.
Full administrative control.
The Insights approvals feature allows group leaders to submit fundraiser requests and enables administrators to approve them with just a few clicks. This process standardizes the approval process and minimizes paperwork for you and makes it easy for group leaders to start a fundraiser of any kind.
Simplify with Vault.
Insights streamlines the fundraising set-up process for ADs and Bookkeepers by allowing them to enter their direct deposit and Know Your Customer (KYC) information once, making it accessible across all fundraisers within their organization. Group Leaders simply review and confirm the information so they can quickly and easily launch their campaigns.
Predict future fundraising.
Make data-driven fundraising decision to bring in the most funds for your efforts. Download custom financial reports and unload the burden of creating them yourself.
Streamlined report for audit preparation
Tools and visibility to account for and track every penny raised in a centralized view with roll-up reporting across your programs
