Learn more about analytics and research best practices, as well as real world examples and solutions for nonprofits.


Nov 4, 2021

Introducing S.O.R.T.: Simple Online Reporting Tool

SORT Web Page ContentI’ve been a direct response fundraising analyst for 25 years. One of the great challenges in direct response fundraising is campaign reporting. And while campaign reporting seems relatively simple, it’s not.

Here’s why: Campaign Reports require five different types of data that reside in different places:

  1. The donors who were mailed (data source: mail file)
  2. The donors who responded to the mailing (data source: the donor database)
  3. The donors who got the mail and went online to give (data sources: match-back via mail file and donor database)
  4. Appeal projections (data source: annual mail plan)
  5. Actual appeal costs (data source: production)

So, getting these very different data sources to reside in one place has been a frustrating challenge. We get it – we’ve been on both sides of this problem!

Anyone who has read my blogs over the past decade will know I have not been an Early Adopter of automated reports. To summarize my thinking over the past decade, I’d say this: “Due to technological limitations, the amount of effort and expense needed to create an automated report exceeded the usefulness of the automated report.”

But no more.

I am very excited to share that Analytical Ones has created a solution to the pain of data everywhere for campaign reporting! We’ve developed S.O.R.T., Simple Online Reporting Tool. SORT makes reporting on direct mail campaigns easy and affordable. I know those are huge promises. But I wouldn’t say that unless we could deliver – trust me.

One of its key features is the automatic calculation of match-back revenue to each campaign, tracking people who were mailed the appeal but donated via online channels. This alone is a valuable service – now you can easily capture ALL attributable revenue!

I could write more, but this 2-minute video really sums it up.

Contact us today to get started with SORT and simplify your fundraising campaign reporting.

Top 5 Mistakes: #5 CRM Expectations

I have been analyzing the fundraising business for nearly three decades and over the years I keep seeing nonprofit organizations making the same mistakes. These errors hold organizations back. If you are new to fundraising, please commit yourself to avoiding these...

read more

One More Gift from Sustainers

I think we’d all agree that sustainers are great. Having a group of donors that have committed to giving every month is like money in the bank. And, not surprisingly, a lot of organizations are careful to limit additional appeals to this group so not to alienate any...

read more

Early Returns

We are knee-deep in analyzing last fall’s results. While there is of course some variation in results by organization, the general narrative is that last fall wasn’t great . . . but it wasn’t awful either. It was just OK. What we are seeing is that overall revenue was...

read more


© 2020 Analytical Ones