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Board + Funder Reporting System

Your programs are working, but the reporting doesn't show it. We build the reporting system funders trust and boards act on.

OUTCOMES

What you'll walk away with

  • A clean KPI dictionary tied to mission

  • A board scorecard you can run every month

  • Funder-ready reporting structures

  • Confidence in every board and funder conversation

DELIVERABLES

What you get

  • KPI dictionary and data workbook

  • Board scorecard template

  • Funder reporting structure

  • Dashboard prototype or build

01

Intake

Map programs, funders, and reporting needs.

How we work

PROCESS

02

Structure

Build KPI dictionary and templates.

03

Build

Implement dashboard and reports.

04

Train

Staff walkthrough and handoff.

PRICING

Choose your tier

Reporting Sprint

Starting at $2,500

For nonprofits needing a fast reporting cleanup.

Intake, KPI selection, scorecard template, funder reporting table, dashboard/report prototype.

Build + Stabilize

Starting at $7,500

For grant-funded nonprofits with multiple programs or funders.

Data workbook, KPI dictionary, board scorecard, funder report structure, dashboard build, staff walkthrough.

Fractional Analyst Plan

Starting at $997/month

For nonprofits needing recurring reporting.

Monthly reporting close, KPI refresh, board summary, funder-ready insights, data quality checks.

FAQ

Frequently Asked Questions

Do we need clean data to start?

No. The Build + Stabilize tier includes structuring messy data.

Can you work with our existing CRM?

Yes, Salesforce, Bloomerang, Apricot, Airtable, spreadsheets, etc.

What's the ROI?

Most clients save 1–2 staff days per month and unlock funder renewals.

Ready to get started?

Book a free consultation and let's map your next steps.

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