Restoring NGO Fundraising Performance by Transparent Analytics through Power BI

This project resolved a critical data crisis for a Danish NGO following a CRM migration resulting in broken data processes. By eliminating manual "black box" processes, I restored transparency and turned declining donation trends into measurable growth.

Comprehensive Power BI fundraising dashboard for a Danish NGO displaying support agreement trends, donor retention periods, and campaign performance insights to drive donation growth.
systems
Power BI
Dataverse
Dynamics 365 CRM
Project year
2025
Project Cost
24.000 DKK
client type
NGO
client name

A clear and measurable impact

+5%
Monthly donations
-100%
Manual work related to reporting

The challenge

Following a CRM migration, a Danish NGO was left with fragmented data sources and obsolete SQL processes. Without technical support for their legacy systems, they relied on manual Excel workflows. This lack of transparency resulted in a "black box" environment where reporting was impossible, leading to a documented drop in donation volume.

Diagram of a fragmented NGO data architecture showing a failed CRM migration with disconnected SQL databases and manual Excel workflows causing a loss of fundraising insights.

The solution

To ensure long-term internal ownership, I bypassed the need for complex SQL maintenance by building an agile, end-to-end Power BI solution connected directly to Microsoft Dataverse. I embedded all ETL logic within Power Query, creating a "Single Source of Truth" that unified their data foundation. I designed the final dashboards with a heavy focus on UX, ensuring that prioritized insights were accessible to non-technical stakeholders.

ngo-crm-migration-data-fragmentation-flowchart

Additional media

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What this client says about the solution

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