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Most nonprofit development reports are either overloaded with data or too high-level to be useful. The best dashboards help staff stay accountable, give leadership meaningful insight, and equip board members to engage in fundraising with confidence.
In this live, interactive workshop, we'll break down what belongs in an effective development dashboard, how to report fundraising progress in ways that inspire action, and which metrics actually matter. We'll review real-world examples from organizations of different sizes, discuss reporting formats for staff and boards, and explore how to track everything from fundraising revenue and grant pipelines to donor engagement, give/get progress, and major gift activity.
You'll leave with practical templates, reporting frameworks, and ideas you can immediately adapt for your own organization.
We'll cover:
The essential metrics every development dashboard should include
How to report fundraising goals, progress, and forecasting
Board Give/Get tracking and reporting
Major donor activity reporting (meetings, solicitations, stewardship, next steps)
Event and campaign performance metrics
Board-friendly reports vs. internal management dashboards
Common reporting mistakes that create confusion instead of clarity
Examples and templates you can customize for your organization
Who Should Attend
Executive Directors
Development Directors and Chief Development Officers
Development Managers and Operations staff
Anyone responsible for reporting fundraising results to leadership or the board
You'll Walk Away With
A framework for building (or improving) your organization's development dashboard
Sample board report templates
Greater confidence in presenting fundraising data in a way that informs decisions and strengthens board engagement
Most nonprofit development reports are either overloaded with data or too high-level to be useful. The best dashboards help staff stay accountable, give leadership meaningful insight, and equip board members to engage in fundraising with confidence.
In this live, interactive workshop, we'll break down what belongs in an effective development dashboard, how to report fundraising progress in ways that inspire action, and which metrics actually matter. We'll review real-world examples from organizations of different sizes, discuss reporting formats for staff and boards, and explore how to track everything from fundraising revenue and grant pipelines to donor engagement, give/get progress, and major gift activity.
You'll leave with practical templates, reporting frameworks, and ideas you can immediately adapt for your own organization.
We'll cover:
The essential metrics every development dashboard should include
How to report fundraising goals, progress, and forecasting
Board Give/Get tracking and reporting
Major donor activity reporting (meetings, solicitations, stewardship, next steps)
Event and campaign performance metrics
Board-friendly reports vs. internal management dashboards
Common reporting mistakes that create confusion instead of clarity
Examples and templates you can customize for your organization
Who Should Attend
Executive Directors
Development Directors and Chief Development Officers
Development Managers and Operations staff
Anyone responsible for reporting fundraising results to leadership or the board
You'll Walk Away With
A framework for building (or improving) your organization's development dashboard
Sample board report templates
Greater confidence in presenting fundraising data in a way that informs decisions and strengthens board engagement