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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

Salary Budget Allocation to Grants for Nonprofits - Example

What is a Salary Budget Allocation to Grants?

Salary allocation models for grant budgets are considered planning tools and are often used by budget managers and grant managers to allocate agreed upon employee expenses to applicable grants. Key functionality in this type of input template automatically retrieves the payroll budget by employee and lets the user allocate percentages to grants chosen from a drop down list. The total above each input area shows if 100% of a salary has been allocated or not. The form then calculates and stores the exact amount to each grant by month. You will find an example of this type of input template below.

Purpose of Salary Allocation Models

Nonprofit organizations use Salary Allocation Models to easily calculate how much of a budgeted payroll expense should be allocated to each grant. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its grant budgeting, reporting and analysis, as well as, reduce the chances that budgets are inaccurate due to manual calculations.

Salary Allocation Model Example

Here is an example of a Salary Allocation Budgeting Input Form that allocates salaries to grants.

nonprofit,not-for-profit, association, budget, forecast, nfp, program, initiative, grant, allocation, employee, fte, salary

Allocate employee salaries by percent to the applicable grants

You can find hundreds of additional examples here.

Who Uses This Type of Input Template?

The typical users of this type of input template are: Budget managers, grant and program managers.

Other Input Templates Often Used in Conjunction with Salary Allocation Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Salary Allocation Models, along with annual budget models with payroll detail, reports, 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

Multi-year Strategic Planning Model for Nonprofits Example

What is a Multi-year Strategic Planning Model for Nonprofits?

Strategic Planning models are considered planning tools and are often used by budget managers and executives to capture financial metrics to plan the funding of  programs and initiatives for the coming years. Key functionality in this type of template displays history and current year forecast as a guideline, and then provides input columns for the next eight years. The initiatives are grouped by program in the rows. You will find an example of this type of template below.

Purpose of Long Term Strategic Planning Models

Nonprofit organizations use Long Term Strategic Planning Models to have a single web-based template where the essential financial estimates for program funding can be captured. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a nonprofit can improve its strategic planning and analysis capabilities, as well as, reduce the chances that managers lack visibility and easy access to long term targets.

Long Term Strategic Planning Model Example

Here is an example of Multi-year Strategic Planning Form for Nonprofit Organizations.

Multi-year Strategic Planning Model for Nonprofits Example

Multi-year Strategic Planning Model for Nonprofits Example

You can find hundreds of additional examples here.

Who Uses This Type of Template?

The typical users of this type of template are: Budget managers, program managers and executives.

Other Templates Often Used in Conjunction with Long Term Strategic Planning Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Long Term Strategic Planning Models, along with annual budget models, reports, 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

Event Budgeting and Forecasting Example

What are Event Budgeting and Forecasting Tools?

Event budgeting and forecasting solutions are considered planning tools and are often used by accountants and event managers to estimate attendance, revenues and expenses related to events like games, trade shows, concerts and so on. Key functionality in this type of input form allows the user to enter statistical metrics along with revenue and expense drivers for each event. This includes attendance, ticket prices, sponsorships, equipment rentals, and so on. For repeat events, the form also displays historical data to provide easy actual-to-budget comparison. You will find an example of this type of form below.

Purpose of Event Budget and Forecast Models

Companies and organizations use Event Budget and Forecast Models to get a detailed picture of expected revenues, expenses and profit related to each specific event they put on. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its event profitability, as well as, reduce the chances of going over budget.

Event Budget and Forecast Model Example

Here is an example of an Event Budget and Forecast input form.

Event Budgeting and Forecasting Example

Event Budgeting and Forecasting Example

 

You can find hundreds of additional examples here.

Who Uses This Type of Form?

The typical users of this type of form are: Event planners and budgeting managers.

Other Forms Often Used in Conjunction with Event Budget and Forecast Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Event Budget and Forecast Models, along with a corporate budget model 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

Membership Budget for Nonprofit Organizations Example

What is a Membership Budget for Nonprofit Organizations?

Membership budget forms are considered an important component of an annual budget model and are often used by budgeting and membership managers to budget membership attrition, growth and related revenues. Key functionality in this type of template allows input of rates and retention percentage per membership type. In the lower section of the form, the user enters monthly metrics like expected membership adds, dues and fees. You will find an example of this type of template below.

Purpose of Membership Budget Models

Organizations use Membership Budget Models to plan for expected revenues from this area of the organization. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a nonprofit can improve its membership-related strategies, as well as, reduce the chances that cash flows end up over- or under-budget because of a lack of detailed revenue planning.

Membership Budget Model Example

Here is an example of a Membership Budget input form.

Membership Budget for Nonprofit Organizations Example

Membership Budget for Nonprofit Organizations Example

You can find hundreds of additional examples here.

Who Uses This Type of Template?

The typical users of this type of template are: Membership managers and budget managers.

Other Templates Often Used in Conjunction with Membership Budget Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Membership Budget Models, along with payroll, capex, operating expense templates 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

Membership Forecast for Nonprofit Organizations Example

What is a Membership Forecast for Nonprofit Organizations?

Membership forecast forms are considered key parts of a forecast model and are often used by budgeting and membership managers to estimate revenues from membership fees in the coming months. Key functionality in this type of template displays actual year-to-date metrics like renewals, retention and expiration. The user then enters the forecasted figures for the remaining periods of the year. Once the user enters the membership fees, the revenues will automatically calculate. After this, the user enters drivers for the related membership expenses. The end result is a full profit & loss forecast specifically for this area of the organization. You will find an example of this type of template below.

Purpose of Membership Forecast Models

Nonprofit organizations use Membership Forecast Models to get a detailed picture of expected revenues and expenses related to their membership business. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, they can improve their membership-related strategies, as well as, reduce the chances that planners and executives overlook unexpected membership trends.

Membership Forecast Model Example

Here is an example of a Membership Forecast input form.

Membership Forecast for Nonprofit Organizations Example

Membership Forecast for Nonprofit Organizations Example

 

You can find hundreds of additional examples here.

Who Uses This Type of Template?

The typical users of this type of template are: Membership managers and budget managers.

Other Templates Often Used in Conjunction with Membership Forecast Models

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Membership Forecast Models, along with a complete forecast model 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

The information you are reading is more than 2 years old and may be outdated. Read new blogs.

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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