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Insight

Walk into the board meeting with the pack already done.

Insight puts giving, donors, volunteers and events next to last year, in one place. Pick a period, read the graphs, and export the pack. Your whole nonprofit. One login.

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14-day free trial. No card.

HelpOne Insight Pulse dashboard showing giving trends by month compared with the prior period, with FYTD selected in the period picker
Pick a period. Giving by month, next to the same months last year.

No spreadsheets. No analyst. No BI project. Board-ready reports are built into HelpOne, so most nonprofits never need a separate reporting tool.

The period you need

Month by month, next to the same months last year.

  • Choose Week, Month, Quarter, year to date, fiscal year to date, or the last 30 days.
  • A trend line shows how the period is building, against the prior period. Side-by-side bars put each month next to the same month last year.
  • Fiscal year to date follows the fiscal year you already set in HelpOne.
  • Week
  • Month
  • Quarter
  • YTD
  • FYTD
  • Last 30
HelpOne Insight Pulse dashboard showing giving trends by month compared with the prior period, with FYTD selected in the period picker
Pick a period. Giving by month, next to the same months last year.

Where the money went

Sources, how people paid, and funds.

  • See where the money came from — gifts, sponsorships, and the rest of your mix.
  • See how people paid: card, bank transfer, check, or pledge.
  • Giving by fund, with each fund next to the same dates last year.
HelpOne Insight charts for where gifts came from, how people paid, giving by fund, and funds side by side with the same dates last year
Where it came from, how people paid, and which funds it went to.

Donors

Your top donors, and who's new.

  • Top donors for the period, ranked by what they gave.
  • New versus returning donors, so you can see who came back and who is giving for the first time.
HelpOne Insight bar chart of top donors for the period, with gift amounts
Top donors for the period, ready to hand to the board.

Volunteers

Hours against last year, with the dollar value already worked out.

  • Volunteer hours month by month, next to the same months last year.
  • An estimated dollar value, at the hourly rate you set.
  • How many shift spots are filled for the next 30 days.
HelpOne Insight volunteer hours compared with last year, with estimated dollar value and shift fill rate
Volunteer hours against last year, with their dollar value already worked out.

Events

Every event side by side.

  • Tickets, gifts and sponsorships, stacked in one bar per event.
  • A single total for what each event raised, so you can compare them at a glance.
HelpOne Insight events chart with tickets, add-a-gifts and sponsorships stacked in one bar per event
Every event side by side. Tickets, gifts and sponsorships in one bar.

The board pack

One click. Charts on top, the table underneath.

  • Open the board monthly pack from Reports. Giving, people, volunteers and events in one snapshot.
  • The same graphs you just reviewed sit above a table the board can read.
  • Export a spreadsheet or a PDF when you're ready to send it.

People only see what they should. Gift dollars stay with the people who need them.

HelpOne Insight board monthly pack with an events chart above a table of giving, sources, payment channels and top donors
The board pack: charts on top, the table underneath.

Ready-made reports

Plain names, then export.

  • Board monthly pack, plus reports for development, volunteers and events.
  • Pick the period first. Then download Excel / CSV or a PDF.
HelpOne Insight Reports list: Board monthly pack, Development, Volunteers, Events, and export from a chosen period
Ready-made packs with plain names. Pick a period, then export.

A one-minute look

See Insight in action

HelpOne Insight in 60 seconds. Pick a period, read the numbers next to last year, and export the board pack.

Insight reads from the work already in HelpOne. All of it is in the one plan.

All of it for $299 a month.

Or $2,990 a year, two months free. Choose yearly at checkout or when your trial ends.

  • No contracts. Cancel anytime in two clicks, and take your data with you.
  • 14-day free trial. No card. When it ends, everything is saved and read-only until you choose a plan.
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