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    Home » Power BI Nonprofit » The Essential Nonprofit Power BI Dashboard
    Power BI Nonprofit

    The Essential Nonprofit Power BI Dashboard

    Rico HettingerBy Rico HettingerNovember 27, 2023No Comments3 Mins Read
    Power BI non profit
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    For nonprofit organizations, tracking key metrics and visualizing data is critical to making informed decisions.

    A well-designed Power BI dashboard can provide nonprofit leaders and staff with actionable insights to guide strategy and operations.

    But what should a Power BI non profit dashboard include?

    Based on my experience as a data analyst supporting various nonprofits, there are several essential elements every nonprofit Power BI dashboard needs:

    Fundraising and Donor Metrics

    A key focus area for most nonprofits is fundraising and donor management. Your Power BI dashboard should highlight key metrics like:

    • Total dollars raised to date vs. goals
    • Donor retention rates over time
    • Number of new vs. repeat donors
    • Breakdown of donations by source (events, mail, online)
    • Average donation amounts

    Visualizing this data by campaign, fundraiser, or channel can uncover opportunities.

    For example, if a recent gala underperformed, you can dig into why and adjust your strategy.

    Program Performance

    Nonprofits need to track the impact and effectiveness of their programs and services. Your dashboard should make it easy to see:

    • Participants served by the program over time.
    • Demographic breakdowns (e.g., age, gender, ethnicity)
    • Program budget vs. actual spending
    • Participant satisfaction survey results

    Filters and drill-downs should allow users to analyze the data across locations, departments, or other dimensions.

    Finance and Operations

    Of course, standard finance metrics are also important to track continuously:

    • Revenue and expenses by department/program
    • Cash flow over time
    • Reserve funding levels
    • Facilities costs per square foot

    For operations, key metrics might include:

    • Web traffic and conversions
    • Volunteer hours contributed
    • Employee turnover and retention

    Benchmarking this data against historical trends, targets, or peer organizations’ averages can provide meaningful context.

    Simple Yet Customizable Design

    The layout and design of your nonprofit Power BI dashboard should balance clarity, simplicity, and utility:

    • Use natural groupings and white space judiciously
    • Enable interactivity with filtering and click-throughs
    • Focus on 3-5 key metrics per area
    • Allow customizations for different users

    While dashboards should be streamlined, they also need to be flexible enough for various stakeholders to gain insights.

    Power BI non profit

    Real-World Examples and Best Practices

    Thousands of nonprofits are already using Power BI dashboards to great effect. Best practices that make them successful include:

    • Showing data at a glance
    • Standardizing metrics across the organization
    • Updating data sources frequently
    • Linking to complementary detailed reports

    With the right KPIs, design approach, and adoption, Power BI can be a game changer for nonprofits seeking to use data to drive impact.

    Rico Hettinger
    Rico Hettinger
    Power BI non profit
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