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5 Tips for Community Health Centers to Transition to New Fund Accounting Software

sgEngage

They’ll work together to ensure the system is configured to automate board reporting and UDS data so that you have more free time for other priorities. It will help you envision the ease of an optimized structure for your chart of accounts and the business rules that will be most beneficial.

Fund 88
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Your Unrestricted Funds Need Stewardship, Too

sgEngage

All in unrestricted funds with no reporting necessary. While nonprofits will hopefully see an increase in unrestricted funds—and a decrease in burdensome reporting requirements—as part of this and other movements, good nonprofit accounting principles still apply. They don’t come with any direction or reporting requirements.

Fund 87
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How to Prepare Donor Data Reports for Your Board Members

Bloomerang

As a fundraising coordinator who prepares these reports, you work with this data every day. However, most board members aren’t familiar with various fundraising metrics and won’t be able to draw effective conclusions when they’re presented with data without an explanation of what the data shows. . Additional information to share.

Report 121
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Salesforce Winter ’22 Release: What You Need to Know

Cloud 4 Good

Admins and Developers will be particularly interested in the many updates to Einstein Search, inline editing from reports now being generally released, and even more functionality added to Flow Builder. Dynamic Gauge Charts in Dashboards (Beta). For example, the gauge chart can display a subtotal of a subsidiary (i.e.,

Chart 101
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If a Metric Changes on a Spreadsheet and No One Notices, Does it Show Impact?

Amy Sample Ward

Give me an interactive map, a pivot table, even a plain old pie chart and I’m happy. Establishing regular meetings or processes for metrics review helps position us to learn from the data we’re collecting and be better positioned to identify opportunities to improve. —– I love data as much as the next person.

Metrics 158
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7 Ways Your Nonprofit Can Build a Strong Financial Foundation in 2024

sgEngage

From creating a financial cushion to clearly managing your financial reporting, your finance team can create a strong foundation to help you weather whatever the new year has in store. But they often come with many strings attached—such as detailed reporting requirements. Tip 2: Review your scheduled reports.

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Take Control of Your Data: 3 Must-Have Reporting Tools Every Nonprofit Should Have

Everyaction

If you’re a nonprofit professional you know what it’s like to drown in excel spreadsheets tracking your supporters, donations, major gifts prospects, and almost anything else. From your board members requesting the latest donor stats to your digital director asking for email conversion rates, tracking your data can be hard.

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