Nonprofit – Executive Dashboard

What is an Executive Dashboard for a Nonprofit Organization? Executive dashboards are considered monitoring tools and are used by executives and senior management to have a single web-based report that shows the metrics that matter the most to them. Some of the key functionality in this type of visual report is that it it provides a mix of graphical analysis as well as a report (partially visible at the bottom of the screenshot below). The user can refresh the report and choose filters for department and time period to see the data they are looking for. The two charts on the left compare actual to budget for the top revenues and expense categories, while the two charts in the middle show the monthly trend for the same metrics. The final two charts show membership count by region and grant amounts by program. You find an example of this type of visual report below.

Purpose of Nonprofit Executive Dashboards Nonprofits and associations use Executive Dashboards to give leaders an easy, self-service way to analyze the organization's KPIs. When prepared as part of good business practices in a Financial Planning & Analysis (FP&A) department and actively used by executives, an organization can improve its strategies and reaction time as well as reduce the chances that leaders miss important trends and variances.

Who Uses This Type of Visual report? The typical users of this type of visual report are: Executives and senior managers. Other Visual reports Often Used in Conjunction with Nonprofit Executive Dashboards Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Nonprofit Executive Dashboards, along with financial statements, budget dashboards and other management and control tools.

Where Does the Data for Analysis Originate From? The Actual (historical transactions) data typically comes from dedicated membership management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others. In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional xFP&A solutions.

Built for nonprofit finance teams and aligned with Solver's xFP&A platform, this Solver dashboard template connects directly to your ERP data via the Solver Data Warehouse, enabling near real-time analysis with minimal setup. Designed for QuickStart deployment, it can be activated rapidly so your team can focus on analysis and decisions — not data preparation.

What is the Nonprofit – Executive Dashboard in Solver? The Nonprofit – Executive Dashboard is a pre-built xFP&A dashboard template in Solver designed for nonprofit organizations. It delivers key financial and operational metrics in a single, easy-to-use interface — purpose-built for nonprofit finance workflows.

Who uses this Solver dashboard template? Cfos, controllers, and nonprofit finance teams in nonprofit organizations rely on this Solver dashboard template to replace manual spreadsheet-based processes with automated, near real-time analysis. It is especially useful during month-end close, budget cycles, and board reporting.

Where does the data come from? Data is sourced automatically from your ERP system through the Solver Data Warehouse, which integrates with platforms such as Microsoft Dynamics 365 Business Central, Dynamics 365 Finance, Acumatica, Sage Intacct, and other leading ERP solutions. Once connected, the template updates in near real-time with no manual data entry required.

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