Introducing the new Data Visualizer in Aplos

Experience the impact of data-driven insights. With the new Data Visualizer, you can effortlessly pull data, apply filters, create interactive visualizations, and schedule automated email reports.

Transform complex financial data into actionable insights, optimize your planning, and enhance stakeholder presentations. Enhance these capabilities further with our AI Visualization, which guides you through creating specific insights like trends, distributions, or detailed data views.

With the Data Visualizer, your organization can:

• Save time on reporting: Generate dynamic, visual reports in minutes, ensuring that your presentations are not only efficient but also impactful.
• Simplify and visualize financial data: Transform data into visually compelling charts and graphs, making it easy for your team to identify trends and make informed decisions quickly.
• Enhance organizational oversight: Get a deep-dive financial analysis and monitor key performance indicators to ensure proactive and informed decision-making.
• Optimize fundraising strategies: Analyze donation trends and understand donor behaviors, allowing you to tailor strategies that maximize engagement and revenue.
• Engage and inspire stakeholders: Create visually compelling reports that clearly convey your financial insights to engage your audience and foster understanding, trust, and collaboration among board members, donors, and staff.
• Make confident decisions: The Data Visualizer provides clear, actionable insights into your organization's financial performance to support strategic planning and operational efficiency, driving sustainable growth and impact.

Enabling the Data Visualizer in Aplos

The Data Visualizer is an add-on feature to your subscription. To enable the feature, navigate to the Subscription page under the Settings section. Select “Change Subscription,” and then add the Data Visualizer. You can also disable the Data Visualizer from this screen.

Aplos Core is required to enable the Data Visualizer, and you must be an Administrator of your Aplos account to change the subscription. The Data Visualizer is $25 per month. This is in addition to your regular Aplos subscription.

If your account is in contract, you can contact us to get access.

Don’t have an account yet? Try Aplos free for 15 days.

What the Data Visualizer can do for your organization

Extract data

Choose from a diverse range of financial data within your account, enabling detailed analysis and insightful decision-making. This feature allows you to select specific datasets and zoom in and out on critical information to derive meaningful insights.

Choose from pre-built datasets and custom reports

Effortlessly access and customize a variety of pre-built templates, or create your own custom reports, saving time with ready-to-use formats while maintaining the flexibility to tailor reports to your specific needs.

Create visualizations

Transform financial data into clear charts, graphs, and dashboards. Easily visualize trends, compare program performance, and deliver impactful insights to stakeholders, such as board members and donors.

Schedule and share reports

Streamline reporting with automated email updates on financial performance and trends. Schedule reports for timely distribution among stakeholders, promoting transparency and informed decision-making.

Apply filters

Enhance your financial analysis by applying filters based on a range of data points, such as program funds, donor contributions, or project expenses. This focused approach ensures precision in decision-making and report accuracy.

Experience expert guidance (AI)

Receive support in report creation. This AI assistant guides you through creating reports by asking simple questions and generating visualizations. This tool simplifies deciding what data you want to see and creating visualizations, saving you time and effort.

Export reports

Share comprehensive financial reports effortlessly in PDF, Excel, or CSV formats. This feature facilitates seamless internal collaboration and transparent communication with stakeholders.

For more information about the Data Visualizer, check out our resource for how to use the Data Visualizer in Aplos.

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