Evergiving Business Intelligence Connector (EBIC)¶
The Evergiving Business Intelligence Connector (EBIC) links Evergiving’s data to external reporting tools for real-time analytics and reporting. It simplifies data extraction and eliminates the need for complex IT infrastructure.
Key Features¶
- Connects Evergiving data to tools like Salesforce, Tableau, and Google Data Studio.
- Generates reporting databases (RDBMS) securely, within Evergiving’s PCI Level 1 environment.
- Provides credentials for direct integration with external reporting tools.
- No need for server management or technical setups.
(https://fast.wistia.com/embed/medias/d0g9e0eghq/?wvideo=d0g9e0eghq)
Configurable Dashboards¶
Evergiving offers pre-built dashboards and tools to create custom dashboards. Metrics can be viewed over default or custom time ranges. Dashboards are fully customizable.
Attrition Tracking with EARN¶
The Evergiving Attrition and Retention Number (EARN) tracks donor retention across multiple attributes. It provides a clear view of attrition trends and helps compare donor behavior over time.
Read more about EARN.
Real-Time Reporting with EBIC¶
EBIC enables real-time reporting on any data point by linking Evergiving’s data to external reporting tools. It automates the data extraction process, allowing unlimited reporting databases.
Read more about EBIC.
Global Reporting¶
EBIC allows for consistent real-time reporting across multiple accounts globally. Data from different regions can be blended for unified reporting using tools like Salesforce or Tableau.
ROI Tracking for Agencies¶
Agencies can use EBIC to track ROI in real-time by integrating Evergiving data with cost tables. This enables agencies to monitor campaign performance and cost efficiency.
Comprehensive Donor Data¶
EBIC provides access to detailed donor data, including information not typically available in standard donor management systems. This includes email open rates, geographic data, and payment types.
Data Sharing Control¶
EBIC allows users to control which data is shared with stakeholders, giving flexibility over privacy and access management.
Supplier Reporting¶
EBIC supports reporting across multiple suppliers by combining data from each supplier into a single system. This ensures real-time reporting for all fundraising activities.
Fundraiser Performance Metrics¶
Leaderboards within Evergiving track fundraiser performance, highlighting those meeting or missing targets. These metrics can be used to deliver targeted training or reward high performers with badges.
Read more about Training and Achievements.
Export Builders¶
EBIC utilizes Evergiving’s Export Builders to create customized data exports. These can be configured to automatically send data to CRMs, with real-time updates based on specified conditions.
- Export Builders pull data from anywhere within an account.
- The first time you run an export, it populates the database. Subsequent updates happen in real time.
- Filters (using And/Or logic) ensure only relevant data is included.
Read more about export-data.
Example: PCA Group¶
The PCA Group, an Australian fundraising agency, uses EBIC with Tableau for real-time analytics and reporting.
(