Not for profit

Planning, Forecasting, and Reporting Platform for NFPs

As funders become increasingly focused on the outcomes organizations generate with scarce resources, it is more important than ever for NGOs to be able to quickly integrate their data and generate meaningful and accurate reports for outside stakeholders. At the same time, as organizations and trade become increasingly global, it is up to the top levels of the organization to bring meaningful information to the project level to improve performance and effectiveness.

Using a an “All-in-One” CPM & BI Platform, NGO’s can manage commitments and project completion while planning utilization for the future. By combining Performance Management, Business Intelligence, and Analytics into one solution, this solution makes it easy for NGOs to plan for future projects while accurately reporting to Donors and other stakeholders.

By leveraging a single database repository for organizational and public data, NGOs can tie activities to outcomes in a seamless end-to-end process that provides insight to members at all levels of the organization. The full reporting toolkit allows users to view the organization from a high level perspective with the ability to drill down to project level details in dynamic and interactive dashboards and reports.

Advanced data entry, broadcasting features, and customized workflows may be employed to manage scenario analysis, lock versions, alert managers to new submissions, and distribute PDF reports to donors, trustees, and board members.

Web access capability, data can viewed from anywhere at anytime. Excel export with two-way write back, allowing users to work on the road while offline and easily sync with the database to maintain a single version of the truth.

Key Advantages:

  • Produce accurate donor reports quickly with automatic dissemination
  • Easily create personalized interactive dashboards that measure mission critical KPIs such as: Burn Rate or % Donor Financial Efficiency without doing any programming.
  • Multi-currency budgeting and planning with financial consolidation and FX variance reporting for multi-national NFP/NGOs.
  • Easily perform scenario analysis in changing economic or regulatory circumstances to understand how various threats may impact the organization’s ability to deliver on promises.
  • Maintain an audit trail while producing dynamic rolling forecasts safeguarded by custom workflow processes including submission, acceptance, cell locking, and email alerts.
  • Maintain public and organizational data in one place to quickly create integrated financial and impact reports.
  • Move your planning process from reactive to proactive
  • Link financial objectives to program management
  • Manage the project pipeline from request to approval

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