Seven dashboards, each built around what one group actually has to decide, and refreshed on the rhythm they meet. Pick the role you are building for.
For directors of development and annual fund managers. Answers one question every week: are we going to make the number, and what moves it if we are not.
| Field | Detail |
|---|---|
| Decides | Where to spend the next two weeks of effort |
| Rhythm | Weekly, daily in the final six weeks |
| Instrument | Cadence |
| Core metrics | Raised vs target, forecast range, retention, channel ROI, pipeline by stage |
For trustees and board chairs. Five lenses, one page, read in five minutes before the meeting. The pack stops being a report and starts being an agenda.
| Field | Detail |
|---|---|
| Decides | What the board must approve, defer or escalate this meeting |
| Rhythm | Per meeting, usually quarterly |
| Instrument | Compass |
| Core metrics | Revenue vs budget, reserves, funder concentration, compliance status, risk watch list |
For the ED, CEO and senior team. What changed since last month, what needs attention now, and what is drifting quietly.
| Field | Detail |
|---|---|
| Decides | Where leadership attention goes this month |
| Rhythm | Monthly, weekly in peak season |
| Instrument | Cadence |
| Core metrics | Revenue, pipeline, cash runway, people, delivery against plan, risk |
For foundation staff and trustees. Every grant in one view, with payout position tracked all year rather than discovered at filing time.
| Field | Detail |
|---|---|
| Decides | What to approve, chase, renew or close |
| Rhythm | Monthly for staff, quarterly for trustees |
| Instrument | Compass for Foundations |
| Core metrics | Committed vs paid, payout against rule, due diligence pending, overdue reports |
For program directors, service delivery leads and M&E teams. Outcomes against targets, delivery against plan, and the evidence behind both.
| Field | Detail |
|---|---|
| Decides | Which programs to extend, adjust or stop |
| Rhythm | Program cycle, usually quarterly |
| Instrument | Signal |
| Core metrics | Reach, engagement, completion, outcome achieved, cost per outcome |
For finance directors and treasurers. Cash, restricted versus unrestricted, and the reserve position the board will ask about.
| Field | Detail |
|---|---|
| Decides | Spending approvals, reserve drawdown, timing of commitments |
| Rhythm | Monthly |
| Instrument | Cadence |
| Core metrics | Cash, reserve months, restricted split, budget variance, commitments ahead |
For gift officers and major gift directors. Who to see, what stage they are at, and which relationships have gone quiet.
| Field | Detail |
|---|---|
| Decides | This week's visit list and next best action per prospect |
| Rhythm | Weekly |
| Instrument | Cadence |
| Core metrics | Portfolio coverage, stage movement, days since contact, ask readiness |
| Prospect | Stage | Days quiet | Ask |
|---|---|---|---|
| Donor #4412 | Solicitation | 12 | $40k |
| Donor #1180 | Cultivation | 94 | $35k |
| Donor #7733 | Qualification | 21 | $18k |
| Donor #2096 | Cultivation | 71 | $25k |
| Donor #5521 | Stewardship | 8 | Planned |
Most dashboards fail for the same reason: they show everything that can be measured instead of what someone has to decide. We start from the decision and work backwards.
Trustees and program leads need different things. Serving both in one view serves neither.
A quarterly board does not need a live feed. A fundraising team in December does.
Click any figure and see where it came from and when it was pulled.
We work with the CRM, finance system and spreadsheets you already have.
Handover and documentation are part of the build, not an upsell.
We build from aggregated exports. Individual records stay in your systems.
If a chart needs a paragraph of explanation, it is two charts pretending to be one.
Not "Revenue by quarter" but "Revenue is up, driven entirely by one gift."
Screenshots travel. The source and the date travel with them.
One accent, used to point. Everything else stays quiet.
We will tell you what decision it is failing to support, and what would replace it.
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