Epiphany Benchmarking
Turn Data Discovery into Collective Innovation
Compare, collaborate, and act with confidence using nonprofit benchmarking designed for impact.
Struggling with Static Benchmarks?
Think Beyond Yearly Averages
Go deeper than surface-level metrics. Select peer cohorts by mission, size, or strategy to see where you truly stand.
Compare + Collaborate + Innovate
Benchmark performance, collaborate with your peers, and update data from any fundraising CRM, including Revolution CRM.
Close the Benchmarking Gap Before It Widens
Most nonprofits rely on annual benchmarking reports—outdated snapshots that lack nuance. They leave you reacting months later, often after opportunities have passed.
The result? Decisions get delayed, strategies drift, and valuable donor momentum can slip away. Static reports don’t just limit context—they create blind spots that compound over time.
Epiphany Benchmarking puts you back in control. With dynamic, mission-aligned cohorts and real-time comparisons, you can anticipate trends, spot gaps early, and act decisively. We’ll work with any fundraising CRM, but when integrated with Revolution CRM and Unite Analytics, benchmarking insights flow directly into your strategy—fueling progress, not paralysis.
Make Benchmarking Agile and Actionable
Traditional benchmarking is slow, static, and often disconnected from your mission. Which peers should you compare against? How do you make sense of averages that don’t reflect your reality? Epiphany Benchmarking makes it easy to join dynamic cohorts, see real-time comparisons, and translate insights into strategy. Results are timely, relevant, and actionable—so your organization can plan with confidence.
Powered by the ROI Solutions and CDP Collaboration
ROI Solutions teamed up with CDP to create Epiphany Benchmarking, a leap from the old annual benchmark reports to something way faster, smarter, and actually useful in real-time. No more waiting a year — you’ll get monthly updates, dashboards everyone in the organization can use, automated data flows instead of tedious uploads, and frequent check-ins to keep your fundraising sharp. CDP has years of experience with fundraising benchmarking across the public media sector, so their expertise, paired with ROI’s deep understanding of other social impact organizations, is the collaboration you’ve been waiting for!
The Solution
Compare + Collaborate + Innovate
Benchmark Performance in a Way You Never Thought Possible
Choosing the right benchmarking approach can shape the future of your fundraising strategy. Epiphany Benchmarking eliminates the delays and guesswork of traditional benchmarking by delivering:
Automated monthly updates from your fundraising CRM
Easy to explore Tableau-based dashboards and reports
Hundreds of KPIs with five-year performance comparisons
Peer and industry medians to give context beyond your walls
Executive summaries and analyst reviews to guide interpretation
Cohort meetings and webinars to foster shared learning
With Epiphany, you don’t just measure results—you connect them to strategy. Your data becomes a catalyst for growth, agility, and collective innovation.
Cohort Data Management
- Without shared context, data stays siloed and comparisons lack meaning. Epiphany Benchmarking automates monthly updates from your fundraising CRM, aligns metrics across organizations, and delivers five-year performance comparisons—removing the lag and inconsistency of traditional benchmarking.
Peer Alignment & Context
- Benchmarks are only useful when they’re relevant. Epiphany lets you select mission-aligned cohorts and compare against industry medians, so you’re not stuck with averages that don’t fit your reality. Without this context, leaders risk making decisions in isolation and missing sector-wide shifts.
Actionable Insights
- Numbers alone don’t drive change. Epiphany Benchmarking provides executive summaries, analyst reviews, and cohort meetings that highlight key trends in donor retention, revenue, and campaign performance. Instead of reacting late, you can act early—turning data into strategy and discovery into innovation.
Your Mission Deserves
Clear Comparisons
Nonprofits don’t operate in a vacuum. Without context, performance metrics become isolated numbers with no sense of scale or direction. Epiphany Benchmarking crosses organizational boundaries by connecting your results to peer cohorts, surfacing trends, and turning shared knowledge into actionable insights.
Explore Epiphany Benchmarking in Action:
From Annual to Agile
The Future of Nonprofit Benchmarking is Here
See why moving beyond static annual reports unlocks agility and sharper decision-making.
Innovation in Discovery
Turn Data Discovery into Innovation
Learn how Epiphany helps you compare, collaborate, and innovate with sector peers.
Cohort Growth & Impact
Launch Update and Nonprofit Cohort Expansion
Explore how nonprofits are already leveraging benchmarking cohorts to strengthen strategy.
Dynamic Partnership Fast-Tracks Your Success
Without the right partner, benchmarking risks becoming another static report. ROI Solutions and CDP fast-tracks your journey by automating updates, aligning metrics across cohorts, and partnering with your team to interpret results. With analyst reviews, cohort meetings, and ongoing support, you gain not just data—but a strategic advantage.
Flexible Tools, No Extra Burden
Benchmarking should empower, not restrict. Rigid tools and proprietary systems slow you down and create hidden costs. Epiphany Benchmarking integrates seamlessly with Revolution CRM and other nonprofit CRMS, while including Tableau licenses, tested models, and analyst guidance. You get flexibility, choice, and focus—without the overhead.
Enhance Insights and Mind the Gap
Even with real-time benchmarking, strategic blind spots remain if you don’t enrich your data. Epiphany Benchmarking pairs well with MiLo Intelligence (and CDP’s Predictive Insights) to add predictive models and profile enhancements, helping you uncover trends before they surface. With the right data enhancements, you close the gaps and complete the picture.
