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Grants and Events Dashboard Example for Nonprofit Organizations

What is a Grants and Events Dashboard?

Grants and Events Dashboards are considered analysis tools and are used by managers to analyze grants, program and event metrics. Some of the main functionality in this type of dashboard is that it includes graphical analysis of nine different areas: 1) Attendee by event, 2) Top 5 event budget items, 3) Budget per event, 4) Grant amount per program, 5) Grant amount ratio, 6) Encumbered amount per program, 7) Grants requested versus grants declines, 8) Grant requests versus grants declined by program (ranked), and 9) Encumbered and balance – actual to budget by grant. The filters on the top right enables drill-down into month, program and grant. You find an example of this type of dashboard below.

Purpose of Grants and Events Dashboards

Nonprofits use Grants and Events Dashboards to make it easy and quick to monitor and analyze essential KPIs. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Grant department, an organization can improve and speed up its grant, program and event strategies, and it can reduce the chances that revenues are lost because managers do not have the right information available.

Grants and Events Dashboards – Example

Here is an example of a Grants and Events Dashboard with program metrics, trends and variances.

Grants and Events Dashboard Example for Nonprofit Organizations

Grants and Events Dashboard Example for Nonprofit Organizations

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, budget managers, grant and program managers.

Other Reports Often Used in Conjunction with Grants and Events Dashboards

Progressive Financial Planning & Analysis (FP&A) and Grant departments sometimes use several different Grants and Events Dashboards, along with detailed encumbrance reports, budget models for grant/event/program budget input, financial dashboards, financial reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from grant management systems and/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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of Grants Paid Report for Nonprofits

What is a Grants Paid Report?

Grant reports are considered important grant management tools and are often used by financial- , program- and grant managers to plan initiatives and manage grants and program funding. Some of the key functionality in this type of report is that it displays actual grant amounts paid out versus budget, both for the current month and year to date. The variance columns uses exception highlighting to help users find significant deviations from planned payments. The grant payments are grouped by initiative and program as can be seen in the rows. The charts at the bottom helps users focus on the relative size of the various metrics. You find an example of this type of report below.

Purpose of Grants Paid Reports

Nonprofit organizations use Grants Paid Reports to manage and analyze actual grant payments versus budgeted amounts. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its grants management and initiative analysis capabilities as well as reduce the chances that over- or underspending occurs.

Grants Paid Report Example

Here is an example of a Grants Paid report with actual spend versus budget.

Example of Grants Paid Report for Nonprofits

Example of Grants Paid Report for Nonprofits

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Finance teams, grants- and program managers.

Other Reports Often Used in Conjunction with Grants Paid Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Grants Paid Reports, along with financial statements, budget models, grants dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from 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 corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

In this article, we discuss how business Intelligence (BI) tools have helped not-for-profit organizations focus more on their mission and less on budgeting and reporting.

Thanksgiving is right around the corner, and we thought it would be appropriate to dedicate this article to not-for-profit organizations – organizations with the purpose of something other than making a profit and often focused on furthering a particular social cause – and focus on how business intelligence (BI) tools have made the jobs in their industry easier. In this article, we are going to zoom in on the tools that not-for-profit organizations have expressed they are thankful for, and hopefully, this will give you an idea of what modern BI tools can do for your not-for-profit organization.
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This article focuses on financial reporting options for non-profit organizations utilizing Microsoft Dynamics GP, zooming in on features and functionalities to expand your analytics.

Financial reporting has traditionally been the lead singer if Business Intelligence (BI) processes were in a band, and it is no different for non-profit organizations.  If you’re utilizing Microsoft Dynamics GP, you know that the accounting system is equipped with several native financial reporting functions.  However, plenty of organizations are moving to independent software vendor (ISV) offerings for their regular financial reporting tasks, but why?  Third party software solutions for financial report writing are designed in response to consumer demands, streamlining and expanding analytics for more robust insight into your data, trajectories, successes, and challenges.  This article will explore the benefits of an ISV financial report writer for non-profit organizations using Microsoft Dynamics GP.
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Data warehousing is a powerful way for Professional Sports Teams using Microsoft Dynamics GP to manage diverse data types and produce richer financial reports.

Nowadays, the amount of data you are working with can be massive, maybe especially for professional sports teams.  Since data correlates directly to advertising, performance, profit, and so on, data warehousing can assist professional sports teams in staying on budget and on track with owners, players, administrative staff and the finance team.  Maybe you’re not that familiar with a data warehouse solution, so you have several questions.  This article will aim to offer answers that speak to your questions, so you can better understand how data warehousing can expand professional sports team data management and analytics from Microsoft Dynamics GP and additional data sources.
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This article will discuss today’s best budgeting and forecasting tools for not-for-profit organizations, specifically regarding their built-in features and functionalities to expand your Microsoft Dynamics GP experience.

Budgeting is such a crucial task, no matter if you’re budgeting for yourself or on the organizational level.  Regarding not-for-profit (NFP) organizations, budgeting might be the particular reason you are still afloat, living within your means to deliver for the community.  Recently, I had the opportunity to speak with NFP budget contributors, and the common theme was that technology has historically been restrictive when trying to meet modern planning goals.  Excel might suffice for your household budget, but is challenging for any healthy organization.  If you’re reading this blog post, you’re likely shopping around for independent software vendor (ISV) budgeting software that can read your historical Microsoft Dynamics GP figures and/or perhaps data from additional sources, like payroll from ADP or Ceridian, to streamline and improve your planning process.  Today’s planning solutions deliver secure collaboration functionality for planning tasks, which makes the inherent teamwork easier, so that your organization can be successful in living within their means.
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In this article, we’ll continue discussing data warehousing, generally and particularly, for not-for-profit organizations that are hoping to develop their Microsoft Dynamics GP experience.

In modern business, data is ubiquitous, perhaps particularly for not-for-profits (NFPs).  Since data directly supports decision-making, with NFP organizations actively working to remain on budget and/or on track with members, donors, grants and so forth, data warehousing can be helpful to your Business Intelligence (BI) tasks.  If you’re anything like I was when I first heard of a data warehouse solution, you probably have questions.  The goal for this article is to deliver the answers for NFP teams to understand how a data warehouse can improve management and analyses of your information from Microsoft Dynamics GP and other data sources.
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In this article, we’ll continue discussing the impact of data warehouse solutions for not-for-profit organizations who are using the Intacct accounting system.

Some people might think that non-profits are functioning outside of the typical business model, but in reality, data is driving the same vital decision-making for not-for-profit organizations.  As non-profits do the hard work of staying on track with budgets, donors, grants, members, and so forth, a data warehouse can be really effective and efficient for your Business Intelligence (BI) processes.  With online analytical processing (OLAP) cubes being a common technology presence, the difference between OLAP cubes and data warehouses might seem confusing to you.  In this article, we’ll discuss the benefits of data warehousing for non-profit data management and analytics tasks using Intacct.
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This article discusses modern budgeting and forecasting solutions for non-profit organizations, zooming in on premier feature and functionality offerings to expand your Intacct experience.

Budgeting is such an important process, regardless of whether you’re doing financial planning in your personal life or full-scale organizational budgets and forecasts.  For non-profit organizations, budgeting can be the exact reason you are able to live within your means, surviving to continue providing what the community needs.  When recently speaking to non-profit budgeting contributors, I discovered that one of the biggest hurdles is the technology they are using to respond to today’s complex planning demands.  Excel might be perfect for a household budget, but performs subpar for any organization of a healthy size.  If you’re reading this article, you’re probably looking at independent software vendor (ISV) budgeting tools that can bring together your historical Intacct actuals and/or maybe information from another system, like payroll from ADP, to simplify and upgrade your planning processes.  Modern planning software delivers secure collaboration for your budgeting and forecasting tasks, which streamlines the requisite teamwork, so that you can successfully live within your organization’s means.
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This article discusses dashboard software solutions for non-profit organizations that are seeking to enhance their Microsoft Dynamics GP data analyses.

Dashboards or data visualizations come in the form of graphs, charts, and scorecards, and you’ve undoubtedly interacted with them in some capacity.  This is probably because executives are prioritizing this software offering, as Gartner’s recent study on Financial Executive International CFO Technology reported.  Since business is always moving at such a rapid pace, we need easily digestible and accessible data analyses.  Data visualizations provide precisely that: charts, graphs, and scorecards spotlight trends, successes, and challenges employing key performance indicators (KPIs) and your data to inform management decision-making for a department, a project, and/or the entire organization.
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