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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 a Membership Dashboard for Nonprofits

What is a Membership Dashboard for Nonprofits?

Membership Dashboards are considered analysis tools and are used by executives and membership managers track their membership metrics. Some of the main functionality in this type of dashboard is that it provides and single screen view of the member base from seven different angles: 1) Number of members by membership type, 2) New members and drops, 3) Number of members and related dues by month (trend), 4) Top 10 membership count by geography, 5) Dues and target dues by state/territory, 6) New members versus target by geography, and 7) Dues by city and state/territory. Users can filter the dashboard using the Time and Geography menus on the left side of the screen. You find an example of this type of dashboard below.

Purpose of Membership Dashboards

Nonprofits use Membership Dashboards to make it easy and quick to monitor and analyze essential KPIs. When used as part of good business practices in a Membership department, an organization can improve and speed up its revenues and membership strategies, and it can reduce the chances that trends or anomalies like a rapid drop in membership in a certain region do not go undetected for a longer period.

Membership Dashboards – Example

Here is an example of a Nonprofit Membership Dashboard with rankings, trends and comparisons.

Nonprofit – Membership Dashboard

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives and membership managers.

Other Reports Often Used in Conjunction with Membership Dashboards

Progressive Membership departments sometimes use several different Membership Dashboards, along with detailed membership reports, sales reports, revenue dashboards, profit & loss reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from membership management applications 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 a Financial Dashboard for Nonprofit Organizations

What is a Financial Dashboard for Nonprofits?

Financial Dashboards are considered analysis and business monitoring tools and are used by executives and financial managers to analyze key financial metrics on a single screen and with powerful visualizations. Some of the main functionality in this type of dashboard is that it provides analysis through eight different perspectives on the dashboard. They include: 1) Actual versus budget and Last Year variance analysis for revenues, 2) Revenue ratio for each location/division as a percent of total revenues, 3) Revenue ratio based on the Type of revenue, 4) Trend KPIs for revenues, Operating income, Net income, 5) Actual versus budgeted expenses per entity, 6) Top 10 expenses per category, 7) Revenues versus expenses trend 8) Revenues versus operating income trend. The filters on the top right of the dashboard makes it quick for the user to switch period and business unit You find an example of this type of dashboard below.

Purpose of Financial Dashboards for Nonprofit Organizations

Nonprofits use Financial Dashboards to give managers an easy and user-friendly way to analyze financial performance. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Executive department, an organization can improve and speed up its decisions and related strategies, and it can reduce the chances that managers miss important trends and variances.

Financial Dashboards for Nonprofit Organizations – Example

Here is an example of a Financial Dashboard for Nonprofit Organizations to simplify analysis of revenues and expenses.

Example of a Financial Dashboard for Nonprofit Organizations

Example of a Financial Dashboard 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: Senior executives, financial managers, department heads.

Other Reports Often Used in Conjunction with Financial Dashboards for Nonprofit Organizations

Progressive Financial Planning & Analysis (FP&A) and Executive departments sometimes use several different Financial Dashboards, along with profit & loss reports, monthly financial trend reports, KPI dashboards, budgeting and forecasting models 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

Example of an Automated Narrative for a Nonprofit Financial Statement

What is a Automated Narrative for Nonprofit Financial Statements?

Financial statements with automated narratives are considered modern analysis tools and are used by Board members, CFOs as well as other users and accountants to get an always concise, up-to-date and easy-to-read financial status. Some of the key functionality in this type of combined financial and narrative report is that it typically provides two pages (see tabs at bottom of the image). The first page is an automatically generated narrative that pulls the most essential metrics from the second page, which is an ordinary financial report. You find an example of this type of combined financial and narrative below.

Purpose of Auto-narrative Reports

Nonprofits and associations use Auto-narrative Reports to provide highly user-friendly financial updates to managers outside of the accounting department. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its financial literacy and manager engagement as well as reduce the chances that few people outside of accounting follow and comments on financial performance.

Auto-narrative Report Example

Here is an example of an Automated Narrative Report for a Nonprofit Financial Statement.

Example of an Automated Narrative for a Nonprofit Financial Statement

Example of an Automated Narrative for a Nonprofit Financial Statement

You can find hundreds of additional examples here

Who Uses This Type of Combined financial and narrative?

The typical users of this type of combined financial and narrative are: Executives, department heads, board members.

Other Combined financial and narratives Often Used in Conjunction with Auto-narrative Reports

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Auto-narrative Reports, along with balance sheets, statement of activities, statement of cash flows, financial 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

Statement of Cash Flow Report Example for a Nonprofit Organization

What is a Statement of Cash Flow for a Nonprofit Organization?

Trend-based Cash flow statements are considered key monthly financial reports and are used by CFOs and accountants to analyze trends in cash outflows and inflows. Some of the key functionality in this type of trend report is that it based on the month the user runs the report for, it will dynamically show the past 13 months. In other words, it is a rolling, trended statement of cash flows. The provided example is formatted as an indirect cash flow report. You find an example of this type of trend report below.

Purpose of Statement of Cash Flow

Nonprofits and associations use Statement of Cash Flow to monitor trends that affect the organization’s cash position. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its liquidity as well as reduce the chances that cash crunches occur.

Statement of Cash Flow Example

Here is an example of a Rolling 13 Month Statement of Cash Flow.

Statement of Cash Flow Report Example for a Nonprofit Organization

Statement of Cash Flow Report Example for a Nonprofit Organization

You can find hundreds of additional examples here

Who Uses This Type of Trend report?

The typical users of this type of trend report are: Executives, CFOs, analysts and accountants.

Other Trend reports Often Used in Conjunction with Statement of Cash Flow

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different statement of cash flow, along with balance sheets, statement of activities, financial dashboards, budget and forecast models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data 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

Statement of Activities Report Example for a Nonprofit Organization

What is a Statement of Activities for a Nonprofit Organization?

Statement of activities reports are considered highly important financial statements and are used by executives and accountants to perform monthly financial analysis. Some of the key functionality in this type of report is that it is parameter driven and can be run for a month and across one or multiple organizational units. The report details revenues and expenses by account. Rows can be expanded by the user to see the individual accounts. The columns provide current period, last year and budget comparisons and variances. The traffic lights helps highlight good and bad variances. The year-to-date (YTD) columns can also be expanded to see the individual months that make up the YTD amounts. You find an example of this type of report below.

Purpose of Statement of Activities Reports

Nonprofits and associations use Statement of Activities Reports to give executives and department heads an easy to read monthly financial review. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its analysis and related decision-making as well as reduce the chances that managers lose sight of important variances and trends.

Statement of Activities Report Example

Here is an example of a Statement of Activities report with dynamic, expandable rows and columns.

Statement of Activities Report Example for a Nonprofit Organization

Statement of Activities Report Example for a Nonprofit Organization

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, boards, department heads, accountants.

Other Reports Often Used in Conjunction with Statement of Activities Reports

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Statement of Activities Reports, along with balance sheets, cash flow statements, financial dashboards, budget and forecast models 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

Grant Dashboard Example for a Nonprofit Organization

What is a Grant Dashboard for a Nonprofit Organization?

Grant dashboards are considered essential analysis tools and are used by grant managers and executives to track trends and variances related to their grant activities. Some of the key functionality in this type of visual report is that it provides eight charts as a well as a report section to analyze various grant metrics. The dashboard gives quick insight into revenue by grant, monthly trend in granted versus encumbered amounts, top 5 awarded grants, number of grant requests by staff member, requested/granted/encumbered amounts, encumbered amounts by program by month, requested versus declined grants, and expenditures by program You find an example of this type of visual report below.

Purpose of Grant Dashboards

Nonprofits and associations use Grant Dashboards to give managers an easy, self-service interface to monitor grant metrics. When used as part of good business practices in a Grant department, an organization can improve its grant-related strategies and revenues as well as reduce the chances that managers miss important trends and variances.

Grant Dashboard Example

Here is an example of a Grant Dashboard with key trends and statistics.

Grant Dashboard Example for a Nonprofit Organization

Grant Dashboard Example for a Nonprofit Organization

You can find hundreds of additional examples here

Who Uses This Type of Visual report?

The typical users of this type of visual report are: Grant managers and executives.

Other Visual reports Often Used in Conjunction with Grant Dashboards

Progressive grant departments sometimes use several different Grant Dashboards, along with grant budgets, grant reports, encumbrance reports, program reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from dedicated grant 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 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 Dashboard Example for a Nonprofit Organization

What is a Membership Dashboard for a Nonprofit Organization?

Membership dashboards are considered monitoring and analysis tools and are used by executives and membership managers to track trends and variances in their membership base. Some of the key functionality in this type of visual report is that it is parameter driven and can be run for any period. It has six KPI charts and a report section at the bottom. The charts provide visual analysis of actual versus target membership, members at risk per region, trends in member dues, trends in new members versus dropped members, member count per region, and new member adds versus target. You find an example of this type of visual report below.

Purpose of Membership Dashboards

Nonprofits and associations use Membership Dashboards to provides managers with an easy, self-service way to monitor membership trends and variances. When used as part of good business practices in a Membership department, an organization can improve its member-related strategies and speed up decision-making as well as reduce the chances that important trends or anomalies go undetected for weeks or months.

Membership Dashboard Example

Here is an example of a modern Membership Dashboard for associations and other nonprofit organizations.

Membership Dashboard Example for a Nonprofit Organization

Membership Dashboard Example for a Nonprofit Organization

 

You can find hundreds of additional examples here

Who Uses This Type of Visual report?

The typical users of this type of visual report are: Membership managers and executives.

Other Visual reports Often Used in Conjunction with Membership Dashboards

Progressive membership departments sometimes use several different Membership Dashboards, along with annual budget models, membership reports, dues and subscription reports 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 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

Executive Dashboard Example for a Nonprofit Organization

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.

Nonprofit Executive Dashboard Example

Here is an example of an Executive Dashboard for nonprofit organizations.

Executive Dashboard Example for a Nonprofit Organization

Executive Dashboard Example for a Nonprofit Organization

You can find hundreds of additional examples here

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 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

Revenue Dashboard Example for a Nonprofit Organization

What is a Revenue Dashboard for a Nonprofit Organization?

Revenue dashboards are considered important analysis tools and are used by for executives and revenue managers to track trends and variances in their sources of funding. 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 choose filters for department and time period to see the data they are looking for. The report covers revenues from grants, products & services and, when applicable, membership dues. You find an example of this type of visual report below.

Purpose of Nonprofit Revenue Dashboards

Nonprofits and associations use Revenue Dashboards to easily analyze their revenue performance versus budgets and targets. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its strategies and reaction time to changing market conditions as well as reduce the chances that managers miss important trends and variances.

Nonprofit Revenue Dashboard Example

Here is an example of a Nonprofit Revenue Dashboard with a report section and dynamic parameters.

Revenue Dashboard Example for a Nonprofit Organization

Revenue Dashboard Example for a Nonprofit Organization

You can find hundreds of additional examples here

Who Uses This Type of Visual report?

The typical users of this type of visual report are: Executives, financial managers and revenue managers.

Other Visual reports Often Used in Conjunction with Nonprofit Revenue Dashboards

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Nonprofit Revenue Dashboards, along with financial statements, budget models, grants dashboards, membership 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 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