Business Intelligence for Nonprofits

Nonprofits walk a thin line when it comes to overseeing their operations. They are expected to manage their finances like a for-profit entity, but can run afoul of their mission if they are too effective in doing their jobs. The key to optimizing effectiveness can be found though the use of business intelligence software.

Nonprofits can utilize a strong BI tool to examine:

  • If they are tracking the right trends for monitoring growth, revenue and profitability
  • Which programs and channels account for the most revenue
  • What types of people are most drawn to the cause and are likely to provide sustainable support
  • What succeeds in attracting younger donors and can they be converted into advocates
  • Which communications channels are associated with the likeliness of giving
Business Intelligence Software for Nonprofits

Recognizing a Good BI Solution for Nonprofits

The first criteria for a good system is that when it comes to designing reports, it is user-friendly–not challenging to operate the system or requiring help from the IT team. End-users should be able to create their own reports, using an at-a-glance dashboard for overviews yet have the capability to do a deep dive.

Web-based solutions, with cloud computing are particularly effective when decision makers are volunteering their time and expertise to help manage an organization.  Another benefit of cloud-computing is that it fosters collaboration and keeps analysis on point through real-time access to data. This data is typically pulled from a variety of sources for integrated reporting—whether it involves human resources or membership information.

A good reporting system, therefore, provides nonprofit organizations greater flexibility, streamlined budget and planning process, improved transparency, and better strategic insight.

BI360 Gives Nonprofits an Excel-Based BI Tool for Dashboards, Budgeting, Forecasting and Planning

As experts in implementing accounting and reporting solutions for nonprofit clients, The Resource Group selected BI360 to meet the dashboard, budgeting, reporting, forecasting and planning needs of Nonprofits. It meets the criteria nonprofits require for meeting the dual challenges of operating efficiently while fulfilling their mission. It provides out-of-the-box integration with many ERP solutions, including Sage Intacct cloud accounting software.

BI360 Cloud Brochure

View the BI360 Complete Business
Intelligence Suite Brochure
(Adobe PDF)

What Differentiates BI360 from Other BI Applications

First of's easy Easy EASY!

  1. Third generation Excel add-in for simple or complex reporting and budgeting template design
  2. Modern Excel, Web and Mobile end-user front-ends for easy access to information and powerful collaboration
  3. Pre-configured and extensible, “smart” data warehouse
  4. Deployed as individual modules or as a single, comprehensive BI Suite with a single security model and deployment
  5. Available both in the Cloud, on-premise or in combination

Contact us to learn more about business intelligence software for nonprofits

BI360 Cloud Architecture

BI360 integrates with many ERP and financial solutions out-of-the box including:

  • Microsoft Dynamics GP, SL, NAV & AX
  • Sage Intacct
  • Sage and Sage X3
  • Acumatica
  • NetSuite
  • SAP Business One

Don't see your ERP solution listed?
BI360 has a data warehouse that can integrate your data sources into a single database, which can then be managed by your business users.

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The Resource Group is a Sage Intacct Cloud Financials and BI360 Business Intelligence Partner located in Seattle and Portland.

We specialize in working with clients in Washington, Oregon, Montana and Idaho, including Seattle, Portland, Bellevue, Tacoma and Boise. Contact us at 844.287.4760 or email us.


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