How to Create and Use Nonprofit Dashboards (Recording)

  • Duration
    90 Minutes
  • Author
    Diane Leonard, GPC
  • Course Level
  • Year Created
  • CFRE Approved
    1.50 Points


nonprofit dashboard

Please note this is a beginner level webinar. If you have very advanced Excel skills you may or may not benefit from the webinar and the bonus materials!

During this recorded 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 this recorded 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

Please note this is a beginner level webinar. If you have very advanced Excel skills you may or may not benefit from the webinar and the Excel bonus materials!

Presented by Nonprofit Expert Diane H. Leonard, GPC

Diane H. Leonard, GPC is a Grant Professional Certified (GPC) and Approved Trainer for the Grant Professionals Association. Diane is also a Certified Scrum Product Owner (CSPO) and Certified Scrum Master (CSM). Diane has personally secured more than $61.6 million dollars since founding DH Leonard Consulting & Grant Writing Services in 2006 in competitive grant funds for its clients. Diane’s work involves dashboards that are shared with funders, donors, board members, and other key stakeholders as a way to communicate about the status of projects and an organization’s success or areas for improvement. When not working with her team supporting their nonprofit clients, Diane can be found in the 1000 Islands, out for a run, or drinking a strong cup of coffee.

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