Mobile Web-Based Reporting
A Mobile Platform to Empower Your Fundraising Team
Create Strategic Action that’s Ahead of the Curve
By accessing fundraising data quickly, you will be able to make efficient decisions, leading to a streamlined strategic process. Allegiance Portal provides instant web-based access to reports, dashboards, and even individual account details. With Allegiance Portal you can:
- View pertinent metrics and reports from anywhere on any device.
- Customize dashboards to meet individual management requirements.
- Track goals, challenges, and results of on-air drives and campaigns.
- Review donor accounts, add notes, and assign tasks related to any account.
The Portal Dashboard automatically summarizes graphic reports-at-a-glance on critical benchmarking, donor, and revenue metrics such as:
- Donor counts
- Sustainer income
- Revenue and projections
- Benchmarking statistics
When your fundraising team needs to delve deeper into the data, easy-to-use forms allow anyone to generate full reports on-demand and interact with data to sort, filter, and export reports to PDF for printing.
Be Prepared, Even On the Go
More than reports and statistics, information about an individual can be the key to a successful donor visit. Make in-person visits convenient and successful with on-the-fly access to giving history, relationships, activity records, contact information – including mapping. Add notes immediately following conversations and assign tasks to ensure proper staff follow-up.
Track Campaigns and Drives from Anywhere
Fundraising team members can login anytime, anywhere, from any device to monitor on-air drives and track progress toward goals and challenges. Secure campaign pages show live progress reports for multiple campaigns, allowing the viewer to drill down all the way to the individual donor level for each method of solicitation.
Allegiance Has You Covered
During the standard day-to-day workflow, your team members don’t have an abundance of time to sort through piles of reports and find single morsels of information. We understand the importance of giving your entire fundraising team access to the critical data they need in a simple, easy-to-digest format.
The Allegiance Portal gives your team a mobile platform to view metrics, track real-time results, and look-up donor accounts on-demand from anywhere at any time on any device.