Non-Profits & Charities Uncovering Valuable Insights with ForGood.Tech

Robust Reporting. In-Depth Insights. 

DATA CONFIDENCE

Make Informed Decisions Faster

Data scattered across systems? Different departments reporting conflicting figures?

  • Gain confidence in your data — see one source of truth with fully integrated systems.
  • Understand trends across your non-profit for campaign direction and budgeting.
  • Make decisions faster with real-time, accurate data at your fingertips.

JOINED-UP REPORTING

Get Your Reports Board-Ready

Are your board, budget holders and finance team waiting days or weeks for manual reports?  

  • Pull off reports in a few clicks — save hours, if not weeks. Integrate tools such as Power BI and Jet Packs.
  • Sync all sources for comprehensive reporting — CRM, payroll, spreadsheets.
  • Enable self-serve reports — budget holders can drill into actuals vs budget without waiting for month-end.

IN-DEPTH ANALYTICS

Answer Complex Questions

Wading through spreadsheets and siloed systems searching for answers? No more.

  • Uncover your member or donor acquisition cost and lifecycle value by integrating finance, CRM, marketing and more.
  • Use lead scoring logic to discover propensity to donate and the factors that cause it to increase or decrease.
  • Dive into campaign performance against budget, KPIs, and targets with an end-to-end view that includes all touchpoints.

STRATEGIC INSIGHT & INTELLIGENCE

Identify Opportunities

Only viewing data for one specific purpose? Now you can take off the blinkers.

  • Move beyond basic transactional reporting — spot ways to grow and better serve your community.
  • Find unexpected opportunities — increased sign-ups in good weather could spark a campaign ready to push live when the sun shines.
  • Explore organisation-wide change — increase donor loyalty, benefit from greater outreach and expand services.

Elevate Your Non-Profit Data Strategy with AI-Powered Dynamics Reporting

Unlock more intuitive interactions with your data using AI-powered Microsoft Dynamics reporting tools. Get rid of your manual reporting burden, enhance your strategic foresight, and redirect your energy towards delivering greater value to your communities and stakeholders. Make data-driven decisions faster and focus on what matters most — your mission impact. 

Reporting & Analytics Made for Non-Profits

  • Financial Transparency

    Extend finance reporting beyond the finance team with secure, distraction-free views tailored to user level.

    • Instant transaction visibility: Budget holders can investigate specific expenses like “£420 on stationery?” without waiting for month-end finance reports.
    • Dynamic drill-down capabilities: Unlike static reports such as P&L accounts, get real-time access to drill into actuals versus budget.
    • Comprehensive commitment accounting: See both spent and committed funds, for a financial view that includes future obligations alongside current expenditure.

  • 360° Audience View

    Bring everything you want to know about your supporters and beneficiaries together in one place.

    • Report in one place: Integrate CRM, social media, web pages, and events data for complete supporter behaviour visibility.
    • Smart targeting with lead scoring: Predict donation likelihood, volunteer engagement, and membership activity patterns, then personalise and deliver messages accordingly.
    • More insights, more effective action: Use this data to generate detailed reports for specific scenarios — recurring givers, campaign success, and beneficiary management and tracking.

  • Full Reconciliation Reporting

    • Automated reconciliation: Integrate finance with fundraising — from online donation platforms like JustGiving to payment providers such as Stripe —  and bank accounts for reporting confidence.
    • Zero manual entry: No more data input errors between systems, dramatically improving accuracy and consistency across all platforms.
    • Single source of truth: Two-way data flow updates CRM when donations arrive, creating trusted information all departments can rely on.
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More Non-Profit Solutions by ForGood.Tech

Fundraising

Strengthen supporter relationships, free your team from manual tasks, and get more out of every donation. Whether it’s online giving and events or Gift Aid, grants, and legacies, manage everything in one integrated, scalable, fundraising-to-finance solution — from first donation to final report.

Finance Management

Make better decisions faster. Boost funds and save time with automated fund accounting and finance management designed for non-profits. Leave bespoke fixes behind and always be audit-ready.

Members & Volunteer Management

Less admin. Higher retention. Better experiences. Transform your volunteer and member engagement — smooth onboarding, personalised communications, automated compliance. Make it easy for your supporters to support you.

Systems Integration

Get all your systems in sync with automated, seamless workflows that eliminate scattered working and duplicate data entry.

Find Out More

Discover how to turn information overwhelm into powerful intelligence for faster forward-looking decisions. 

Get in touch

Mandy Gowers

Associate Director of Finance

St Helena Hospice
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“We were spending our time running countless lists and trying to work out when numbers were missing. Now everything’s there on the system.”

Ayelet Fisher

Head of Finance

The Sick Children's Trust
Testimonial_Sick_Childrens_Trust

“One of our biggest time savers is being able to import budget figures directly into BC from Excel, rather than having to type each individual figure in manually into Business Central. And even more so, to be able to subsequently amend this on a monthly basis with reforecast figures in an automated rather than manual fashion.”

David Smith

Executive Director of Resources

Broadacres Housing Association
Braodacres

“The finance system does exactly what we want it to do. The team appreciates it, and we have seen huge improvements in efficiency. We enjoyed working with ForGood.Tech and their NFP App is spot-on.”

ForGood.Tech Services to Support Your Non-Profit

Implementation

Get the best Microsoft Dynamics 365 solution for your non-profit with our train-first approach. You’ll discover Dynamics’ out-of-the-box potential, leaving behind the stress of spreadsheets and costly customisation. Get what you need today, then add more as you need it, for a smart, intuitive solution that works the way you do.

Changing Partners

Unlock Microsoft Dynamics 365’s full potential with the right partner. ForGood.Tech brings you 20+ years’ Microsoft expertise with 100% non-profit focus to do just that. Partial VAT, Gift Aid challenges, reserve funds? We get it. SORP changes or Charity Commission updates? We’re on it. The bonus? Everything we do benefits your sector.

Support

Enjoy expert, world-class, ISO 9001 and 27001-certified Microsoft Dynamics support for your charity delivered by non-profit specialists. At ForGood.Tech we speak your language — you won’t waste time explaining Gift Aid issues or fund accounting challenges, we get it.

Case Studies

Case Study

The Army Families Federation was concerned their software wasn’t secure enough to protect data.

3 Minute Read

ForGood.Tech’s Customer Success Manager engaged with AFF on how to approach a solution to combat their data security fears and streamline this critical process.

Case Study

The Army Families Federation was concerned their software wasn’t secure enough to protect data.

3 Minute Read

ForGood.Tech’s Customer Success Manager engaged with AFF on how to approach a solution to combat their data security fears and streamline this critical process.

Case Study

Scripture Union wanted a partner that could support their aim for digital transformation.

5 Minute Read

After a successful tender process, ForGood.Tech were invited to contract with Scripture Union (SU) to deliver the new CRM system using Microsoft Dynamics 365 and ForGood.Tech’s …

Case Study

The Sick Children’s Trust had been seeking a new finance solution after its previous system offered limited capabilities.

3 Minute Read

Problems with the previous system included no import function for income journals, and an inability to customise management account reports or annual accounts. The charity was therefore seeking a more user-friendly option to speed up processes and improve efficiencies.