Which data from your CRM is Dataro using
With Data Inspector (found in Connections & Data), you can quickly sense check the data Dataro has found in your CRM system. Data Inspector is a good place to start when auditing your data to identify any potential issues or improvements to be made within your database.
When you connect your CRM, Dataro transforms the data to the Dataro Fundraising Reference Schema (DFRS). Data Inspector provides a table which highlights the data present in your DFRS, including high-level properties and statistics.
Key points of data within Data Inspector include:
- Revenue - number of transactions, unique givers, % single gifts or recurring gifts
- Contacts - total number of records, % who are active / lapsed / recurring
- Commitments - information on recurring gifts
- Campaign Members - information on the campaigns that have gone out
- Campaigns - summary of campaigns by type over the last 12 months