When Spreadsheets Make Your Head Spin
Drowning in numbers? Struggling to make sense of your data? UpStage is the lifeline you’ve been searching for. We transform your scattered information into crystal-clear insights that actually make sense; no data science degree required. Our report wizard and user friendly filtering tools turn complex information into straightforward stories that help you make actionable decisions.
Stop Guessing, Start Knowing
Tired of gut feelings running your business? Our dashboards translate your raw data into usable data tables. Our ready-made sales dashboards let you see exactly what’s happening with easy-to-read charts that speak your language. No more playing detective with your numbers.
Break Down the Walls
Ever feel like your team is working in separate universes? Our system connects the dots across departments.
Marketing can utilize fundraising insights and coordinate messaging. Leadership gets the full picture. No more information silos, no more missed opportunities, no more message overload.
Your Data, Your Way
We believe everyone deserves to understand their numbers:
Create reports without IT support
Customize views that make sense to you
Share insights with a single click
Your Audience, Perfectly Targeted
Know Your Audience
- Spot your most passionate patrons
- Understand spending patterns
- Build relationships that last
- Instant Gratification report types provide insights you need in a few clicks
Patron Lifetime Value: Your Secret Weapon
- Track every interaction
- Automatic insights into average and highest transactions
- Turn one-time ticket buyers into lifelong fans
Report Wizard: Your Data, Three Powerful Lenses
- Metrics Reports: Snapshot your success. Pinpoint performance with laser-focused reports.
- Analytics Reports: Deep dive decision making. Uncover trends and relationships.
- Instant Gratification Reports: Quick wins. ast, powerful insights across key metrics.
Conversational Data Analysis
Most AI in the CRM world is a distraction, a rush to add buzzwords that often result in errors or “hallucinations” you have to spend more time double-checking than you actually saved. We took a different approach. UpStage’s AI Assistant is built on good judgment; it stays in the lane where AI actually excels: organizing, grouping, and reshaping the real-time data you are already looking at.
We aren’t just tacking on a shiny new button. This is a fundamental change in how you interact with the very heart of your organization’s data. While others are still stuck in the trenches of old-school reporting tools, we’re exercising the good judgment to put conversational analysis exactly where it belongs: directly in your workflow. We’ve stopped asking you to manually fight with filters, sorts, and pivot tables. Now, you pull the data you need to understand and you simply ask the AI Assistant. The entire process is three easy steps:
1. Pull Your Data
Use UpStage’s user-friendly reporting tools to run your query and pull the specific dataset you need.
2. Open the AI Prompt
Click the AI Assistant icon to open the prompt directly over your live results. The Assistant locks onto the data you are already viewing, so there’s no need for exports or context switching.
3. Ask In Plain English
Use prompts like “group by event” or “show totals by campaign” to reshape your data instantly. The AI handles the hard part like creating pivot tables and grouping content.
Take A Deeper Dive
Sync, Share, and Refine
Powerful reporting isn’t just about generating data, it’s about making that data work for you. UpStage’s reporting actions give you ultimate flexibility:
- Duplicate: This ingenious feature, unique to UpStage, allows you to instantly clone any report view. Share team insights or save personalized data perspectives without starting from scratch.
- Mailchimp Export: Transform reports directly into targeted marketing campaigns with seamless audience segmentation.
- CSV Export: you know it, you love it, and it allows you to share and utilize your data across any platform, giving you ultimate portability and analysis freedom.
- Print: Capture reports in professional, presentation-ready formats for stakeholders and decision-makers.
Mailchimp Magic, Step 1
Audience Sync Simplified
- Instantly refresh your MailChimp data
- Select precise audience segments
- Choose to include contact names with one click
Mailchimp Magic, Step 2
Tagging Reimagined: Precision targeting without the complexity
- Create custom tags on the spot
- Leverage existing MailChimp tags
- Add multiple tags per export
Mailchimp Magic, Step 3
Export Transparency: No more wondering what happened behind the scenes
- Real-time export status tracking
- Three clear outcome states: Success, Partial Success, Fail
- Detailed diagnostics for any non-successful export
Custom Solutions: Your Unique Data, Our Flexible Approach
Every organization has its own data story and unique needs deserve unique solutions. Tell us what you need, and we’ll make it happen:
Tailored Reporting Solutions
Custom report design matching your exact needs
Affordable, project-based pricing
A bespoke solution from concept to implementation
No compromise on data depth or visualization quality
Seamless Integration
Access via a dedicated Custom Reports dashboard
Customize access based on user role or app
Get creative and implement patron facing solutions (think cost savings from membership/subscription visualizations or breakdown of event types)
