Dashboard Financial Reporting

Organizations often throw a great deal of numbers around, especially during finance presentations.

I encourage my clients to think about the single most important pieces of financial information that help boards understand the basic fiscal health of the organization. I also have come to understand that board members are not always educated about what a healthy nonprofit looks like against those 6 – 7 key metrics.

In working with a client, we developed the dashboard below. It was used to provide real transparency to staff and board, to provide them with a very basic education of nonprofit finance metrics, and a very simple way to measure the fiscal health of their organization as well as to evaluate progress over time.

There may be other metrics you want to add that are specific to your organization but I urge caution in making the list too long!