Analytics brings together data from across your Access Charity Suite into one clear view.
It combines information that would otherwise sit in separate systems, giving you deeper insight across income, engagement and activity. Spot trends earlier. Measure performance properly.
Understand what is driving results and ask Copilot questions of your data as you would a colleague.
Value added for your charity
Leaders make faster, more confident decisions. Trustees get clear, accurate reports without waiting for the finance team to build them. Data silos disappear.
Core Features
Connected Data | Pulls data from all your Access modules including CRM, Finance, HR, and Fundraising into one view. Previously siloed data brought together automatically. |
Pre-built Dashboards | Ready-to-use dashboards for income, engagement, donor journeys, and activity. No technical setup required and useful from day one. |
Custom Reports | Build your own reports on any aspect of your organisation. Filter, segment, and visualise data the way you need it. |
Copilot Integration | Ask questions of your data in plain English, such as how your appeals are performing or what your Gift Aid income was last quarter, and get instant answers. |
Self-Serve Access | Anyone with permission can access the reports they need, reducing the burden on your finance or data team to produce manual reports on request. |
Third-Party Connections | Connect to 250+ third-party apps to bring in data from outside the Access ecosystem and centralise everything in one analytics view. |
How it works in practice
The Finance Manager opens Analytics from the Access Evo sidebar.
They navigate to the pre-built Income dashboard, which automatically pulls data from the CRM, fundraising platform, and finance system.
They filter by quarter and campaign type to show year-to-date income vs. target and the chart updates instantly.
They ask Copilot what the Gift Aid income was in Q2 compared to Q1 and receive an instant, accurate answer from the connected data.
They publish the dashboard to the Trustee Board site in Collaborate so trustees can view live data without requesting a manual report.
Leadership reviews the dashboard before the board meeting and spots that one campaign is underperforming, allowing them to address it proactively.
"We couldn't fully trust our data before. Now I can make nicer, clearer financial reports for trustees."
Charity Finance Manager, Access Group customer
How your charity's functions can use Analytics
Leadership & Governance
"We need a clear picture of how the charity is performing, without waiting for someone to build a report."
Access a live dashboard showing income, engagement, and activity across all programmes in one view.
Ask Copilot how you are tracking against your annual fundraising target and get an instant answer.
Spot trends and risks early, before they become problems that need explaining to trustees.
Finance & Operations
"Producing board reports takes two days every quarter, pulling data from three different systems manually."
Replace manual report-building with live, connected dashboards that update automatically.
Give trustees self-serve access to financial dashboards so they get the data they need without asking for it.
Track restricted and unrestricted funds, Gift Aid income, and expenditure in one clear view.
Fundraising & Income Generation
"We can't tell which campaigns are actually working until weeks after they've ended."
Track campaign performance in real time, including donations, Gift Aid, donor acquisition, and conversion rates.
Compare campaigns side by side to understand what is driving results and what is not.
Share a live campaign dashboard with senior leadership, with no more waiting for end-of-campaign reports.
People & HR
"There's no easy way to show leadership the data behind our people challenges such as absence, turnover, and engagement."
Build a people dashboard showing absence rates, turnover, and recognition trends all in one view.
Identify teams with high absence or low engagement before it escalates.
Present people data to the board in a clear, visual format, without spending hours in spreadsheets.
Trustees & Board
"We only see financial data at quarterly board meetings. We'd like more visibility between meetings."
Access live dashboards between board meetings, with income, expenditure, and programme performance always up to date.
Ask Copilot questions about the charity's data in plain English, with no need for technical skills.
Fulfil governance responsibilities with confidence, with accurate, real-time data at your fingertips.