We’re excited to announce the launch of Epiphany Benchmarking, a powerful new tool designed to help nonprofits measure performance, uncover key trends, and refine their fundraising strategies in near real-time. Developed and powered by CDP and ROI Solutions, Epiphany Benchmarking delivers actionable insights, dynamic peer discussions, and performance benchmarking across hundreds of KPIs.
The first cohort is open to organizations that use Revolution CRM this summer.
Why Epiphany Benchmarking?
Fundraising success depends on data-driven decision-making. With monthly data updates, your organization can track progress over time and compare performance against other leading nonprofits. Epiphany Benchmarking transforms raw data into meaningful insights, empowering you to optimize strategies and maximize impact.
“A big differentiator with Epiphany Benchmarking is that data is updated monthly, so the results and analysis are only days old,” said Lee Gartley, General Manager of Machine Learning Analytics at ROI Solutions. “Monthly updates allow you to adjust and pivot as necessary throughout the year, which is vital during turbulent fundraising conditions. Traditional benchmarking offerings only update data annually, so your results are always stale.”
CDP brings over a decade of experience creating benchmarking across public media that drives significant value to each participating organization. Over the years, those targeted benchmarking insights have improved net revenue by over $300+ million.
Explore: Data-Driven Fundraising Insights
- Leverage monthly data analysis across all fundraising channels to uncover key donor trends within your program and to compare your performance to others in the Epiphany cohort.
- Track critical metrics such as retention, acquisition, donor movement, ad-gift trends, and donor value.
Discover: Interactive Visualizations for Smarter Strategies
- Turn data into strategy with Tableau-based interactive visualizations and dashboards.
- Easily interpret insights, identify opportunities, and drive action plans.
Innovate: Engage, Learn, and Evolve
- Join regular discussions with peer organizations to better understand industry trends and best practices.
- Access includes one-on-one consultations with Epiphany Analysts to refine strategies, overcome challenges, and maximize fundraising success.
Epiphany Benchmarking—Turning Data Discovery into Fundraising Innovation
Included Features
- Automated monthly data updates from Revolution CRM saves time and effort
- Hundreds of KPIs for comprehensive performance tracking
- Historical reports to analyze trends over time
- Five-year YOY performance comparisons
- Peer and industry median comparisons
- Executive summary reports comparing key growth metrics
- 1:1 reviews with Epiphany Analysts
- Annual benchmarking meetings (up to two held virtually)
- Regular updates and training webinars
- Tableau user licenses for interactive data exploration
Epiphany Benchmarking equips your nonprofit with the tools needed to stay ahead in an ever-evolving fundraising landscape. With real-time insights and expert guidance, your organization can unlock new opportunities for growth and innovation.
We’re launching Epiphany Benchmarking with Revolution CRM clients this summer to take your fundraising performance to the next level. And in 2026, we’ll welcome all nonprofit organizations, regardless of CRM, to participate in this exciting new initiative.
For public media organizations participating in CDP Insights, Epiphany Benchmarking can be added for an additional fee to see your results benchmarked against named peer nonprofit and public media organizations. This also provides regular discussions with peer organizations in a group setting.
Contact your ROI Solutions account team for more information or drop us a line at Let’s Talk!
