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How to Create and Use Nonprofit Dashboards

January 9 @ 10:00 am - 11:30 am

During this live nonprofit webinar, we will show you step-by-step how to easily create powerful dashboards to help you communicate your nonprofit’s performance to staff, board members, and donors. You will also receive worksheets for collecting the data you need for your dashboard as well as template dashboards that you can use for fundraising, grants, finance, and program data.

There have been many recent articles written on nonprofit dashboards, and for good reason.

  • Dashboards are powerful tools that your leadership can use to make decisions.

  • Dashboards can help your donors and grantmakers see how their investment is making an impact.

  • You can use them to track fundraising results, to assess financial management, to measure social media engagement, to gauge human resource allocation – really, the sky’s the limit.

Ultimately, dashboards help nonprofits make better decisions by illustrating your performance over time.

Join Diane and learn how to turn numbers into pictures that create positive change in your organization.

What we will cover during the live webinar:

  • How dashboards can and will improve decision-making

  • Step-by-step guide to creating a dashboard

    • The data you will need to create fundraising, finance and program dashboards

    • Review of dashboard examples and 4 Excel templates

      • Walkthrough of creating a fundraising dashboard with Excel

      • Walkthrough of creating a grant writing dashboard with Excel

      • Walkthrough of creating a finance dashboard with Excel

      • Walkthrough of creating a program dashboard with Excel

Bonus Materials:

  1. Worksheet for collecting the data you need

  2. A do’s and don’ts tip sheet for creating dashboards

  3. A list of URLs for free and premium online tools and resources to help with dashboards

  4. Template dashboard for fundraising data

  5. Template dashboard for grant writing data

  6. Template dashboard for finance data

  7. Template dashboard for program data