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Analytics and Predictive Modeling

How strong is your analytics and predictive modeling practice? This short, evidence-based self-assessment scores your organisation against fundraising standards, shows where your biggest gaps are, and puts the most useful fixes first.
It takes about 5 minutes. Every question is optional, and the more you can share, especially real numbers and documents, the more accurate your result.

Suggested uploads

These are optional. If you can share a few, we can check your answers against real evidence and give you a sharper, more useful result:

• CRM/database schema
• Sample donor record
• Data dictionary or field list
• LTV/CLV model or spreadsheet
• Acquisition-allowance policy
• Segment value analysis
• Churn/lapse model or scoring job
• Definition of the at-risk trigger
• Intervention workflow
• Budget split rationale
• Value-weighted retention report
• Investment/segment policy
• Feature list of a retention model
• Referral/network data use
• Engagement scoring job

Upload any of these documents (optional). You can add several files.

A little context

Over the last 3 years, is your work in this area getting better, staying the same, or getting worse?

Over the last 3 years, is your work in this area getting better, staying the same, or getting worse?
A
B
C
D

Where do you keep the relevant records?

Where do you keep the relevant records?
A
B
C
D
E

Anything outside your control that recently affected this area? For example a crisis, a funder leaving, or a sector shock.

This is a demo of the tool. If you have any feedback on it, we would appreciate hearing it.