Business Intelligence, Key Performance Indicators and Reporting 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 fall short of achieving their mission if they are too focused on operational details. The key to optimizing effectiveness can be found through the use of business intelligence software.

Does your nonprofit accounting solution give you…

  • Real-time visibility into your organization’s financial health? 
  • The ability to leverage data for better decision-making? 
  • Instant, actionable insight for key stakeholders?
Sage Intacct's Nonprofit Guidestar Digital Boardbook makes
reporting easier by integrating directly with Financial SCAN.
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Nonprofits can utilize the right 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 if can they be converted into advocates
  • Which communications channels are associated with the likelihood of giving
Business Intelligence Software for Nonprofits

Recognizing the Right Solution for Your Nonprofit

The first criteria for a good system is that when it comes to designing reports, it's 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, a streamlined budget and planning process, improved transparency, and better strategic insight.

Contact us to learn more about business intelligence software for nonprofits


Sage Intacct for Nonprofits: BI, KPIs and Reporting Tool Options:
Adaptive Insights for Sage Intacct

Adaptive Insights
Make finance more strategic by combining the power of Sage Intacct, the cloud-based financial management software rated #1 for customer satisfaction, with Adaptive Insights, the #1 cloud corporate performance management (CPM) system, to automate and accelerate your accounting and planning functions. Spend less time collecting data, working in manual spreadsheets, and formatting reports. Instead drive your nonprofit forward with deeper collaboration between finance and the rest of the organization.

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BI360 by Solver

The leading Corporate Performance Management (CPM) software suite for companies of all sizes, Solver specializes in providing world-class financial reporting, budgeting and analysis with push-button access to all data sources that drive company-wide profitability. BI360 is available for cloud and on-premises deployment.

  On-Demand Webinar

  BI360:  The Complete Business      
  Intelligence Suite Tool

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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.