--- title: "KPI dashboards for nonprofits & charities" description: "KPI dashboards for nonprofits & charities: finance KPI dashboards in Looker Studio, Fathom or Power BI: revenue, gross margin, DSO, DPO and runway." url: https://ledgerbpo.com/industries/nonprofits/kpi-dashboards/ updated: 2026-09-11 publisher: LedgerBPO (SS Support Network LLC) language: en-US --- # KPI dashboards for nonprofits & charities KPI dashboards for nonprofits & charities give the executive director and the finance committee a weekly view of the numbers that drive decisions between board meetings: months of cash and reserves on hand, restricted versus unrestricted cash, grant spend against budget with time elapsed, receivables from government payers and donation revenue against the fundraising plan. In short: a financial dashboard for nonprofits & charities, refreshed every month and checked by a second accountant before you open it. - Since 2020 - US · UK · CA · AU - Named accountant plus backup - Your software, no lock-in [Get a custom quote](https://ledgerbpo.com/get-a-quote/) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Updated September 2026 ## How it runs for nonprofits, charities and associations Our dashboard desk builds those tiles from your QuickBooks Online or Xero file and your donor CRM, refreshes them on a schedule and checks that every figure agrees with the closed ledger before publishing. The dashboard and the board pack never disagree because they share a source. ## What are financial dashboard services? Financial dashboard services design, build and maintain a visual view of your key financial metrics from your accounting, billing and payroll systems. The provider defines each KPI with you, connects the data, refreshes the figures, and checks that every number ties to the ledger. The result is a page you open any day, not a report you wait for. ## What we handle for nonprofits, charities and associations - Months of operating cash and reserve coverage against the board policy - Restricted versus unrestricted cash so available funds are never overstated - Grant spend against budget with percentage of award period elapsed - Government and grant receivables aged with expected payment dates - Donation revenue against the fundraising plan by campaign and channel ## The KPI that matters here Dashboard refreshed within 2 business days of each close with every tile traceable to a fund, grant or CRM campaign. ## Nonprofits compliance notes ### IRS Form 990 data (US) Tax-exempt organizations file Form 990, 990-EZ or 990-N depending on gross receipts and assets, by the 15th day of the fifth month after year-end. We prepare the underlying data: revenue by source, functional expenses by program, management and fundraising, net assets by restriction, and officer compensation schedules. Your CPA reviews and files the return; we provide preparation support only. ### Restricted versus unrestricted funds Under ASU 2016-14, net assets are presented with donor restrictions and without donor restrictions, and restrictions are released when the purpose or time condition is met. We track each restricted gift and grant from receipt to release in the ledger, so the statement of activities and the notes show releases with support rather than estimates. ### Charity Commission (England and Wales) Registered charities with income over £25,000 must file an annual return and accounts within 10 months of the financial year-end, and those above the audit threshold need an independent examination or audit. We keep the books to Charities SORP categories where the charity reports on an accruals basis, and assemble the figures for the trustees' annual report. The trustees and their examiner or auditor remain responsible for the filing. ### ACNC (Australia) Charities registered with the Australian Charities and Not-for-profits Commission lodge an Annual Information Statement within six months of year-end, with financial reporting obligations that rise with size. We prepare the financial figures and, where the charity is registered for GST, the BAS workpapers for your TPB-registered BAS agent or accountant. We do not lodge the statement or the BAS. ## Nonprofits software we work in - [QuickBooks Online](https://ledgerbpo.com/software/quickbooks-online/) - [Xero](https://ledgerbpo.com/software/xero/) - [Sage Intacct](https://ledgerbpo.com/software/sage-intacct/) - [Bill.com](https://ledgerbpo.com/software/bill-com/) - [Stripe](https://ledgerbpo.com/software/stripe/) - [PayPal](https://ledgerbpo.com/software/paypal/) - [Gusto](https://ledgerbpo.com/software/gusto/) - Bloomerang - DonorPerfect - Neon CRM - [All 50 platforms](https://ledgerbpo.com/software/) ## More for nonprofits, charities and associations Other services for nonprofits - [Bookkeeping](https://ledgerbpo.com/industries/nonprofits/bookkeeping/) - [Invoicing and billing](https://ledgerbpo.com/industries/nonprofits/invoicing-and-billing/) - [Accounts receivable](https://ledgerbpo.com/industries/nonprofits/accounts-receivable/) - [Accounts payable](https://ledgerbpo.com/industries/nonprofits/accounts-payable/) - [Bank reconciliation](https://ledgerbpo.com/industries/nonprofits/bank-reconciliation/) - [Month-end close](https://ledgerbpo.com/industries/nonprofits/month-end-close/) - [All nonprofits services](https://ledgerbpo.com/industries/nonprofits/) KPI dashboards in other industries - [Marketing agencies & consultancies](https://ledgerbpo.com/industries/agencies/kpi-dashboards/) - [Auto repair shops & dealerships](https://ledgerbpo.com/industries/auto/kpi-dashboards/) - [Behavioral health practices](https://ledgerbpo.com/industries/behavioral-health/kpi-dashboards/) - [Daycares, schools & education](https://ledgerbpo.com/industries/childcare-education/kpi-dashboards/) - [The full kpi dashboards page](https://ledgerbpo.com/services/kpi-dashboards/) ## Frequently asked questions ### Which KPIs matter most on a nonprofit dashboard? Months of unrestricted cash, reserve coverage against policy, grant spend against budget relative to time elapsed, receivables aging from government payers and fundraising progress against plan. Program expense ratio is useful annually but noisy monthly. We start with those five and add program-level tiles once the underlying coding is clean. ### Can the dashboard separate restricted cash from cash we can spend? Yes, that is usually the first tile a finance committee asks for. Restricted fund balances are subtracted from total cash to show unrestricted cash available, and reserve designations are shown separately. It prevents a healthy bank balance from hiding that most of it belongs to funded programs. ### What tools do you use for nonprofit dashboards? Fathom, Syft or Reach Reporting on top of QuickBooks Online or Xero for the financial tiles, with giving data loaded from your CRM. If your organization already has Power BI or a similar tool, we supply reconciled data on a schedule instead. The tool belongs to you; we maintain the definitions and check the numbers each refresh. Next step ## Books closed. Invoices paid. Every month. Tell us what is going on with your books or billing. You will hear from a named person within 1 business day, with a custom quote and a plan for the first close. - Reply from a named person within 1 business day - No setup fee, month-to-month - Your software, your data, no lock-in Start with a custom quote [Get a custom quote](https://ledgerbpo.com/get-a-quote/) [Book a 20-minute call](https://ledgerbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours. --- Source: https://ledgerbpo.com/industries/nonprofits/kpi-dashboards/ · Contact: https://ledgerbpo.com/contact/ · Full site map for agents: https://ledgerbpo.com/llms.txt