Not-for-Profits and NGOs

Planning, Forecasting, and Reporting Platform for NFPs

As founders 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.

By using an all-in-one performance management and business intelligence platform, NGOs can manage commitments and project completion while planning utilization for the future. Such platforms are able to facilitate planning for future projects while accurately reporting to donors and other stakeholders.

Transforming Data Into Insight

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. Users are able 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. Not to mention, data visibility from anywhere and at any time, allowing for easy data sync for one version of the truth.

Business Value for the Not-for-Profit Industry


Budgeting and planning with financial consolidation and FX variance reporting for multi-national NFP/NGOs


Produce dynamic rolling forecasts safeguarded by custom workflow processes including submission, acceptance, audit trail, and cell locking


Easily perform scenario analysis in changing economic, regulatory, or reporting regimes to understand how various changes to customer and stakeholder demands impact the organization’s ability to deliver on promises


Create reports and dashboards that provide organizational level insights with drill-down to regions/states/provinces, sales territories/sales personnel, departments, or operating units


Integrate with external data sources including accounting systems and other data silos to create a single data repository/warehouse/lake with one version of the truth to use in reporting and analytics


Perform a full consolidation of budgeted financial statements with all necessary eliminations performed within the platform including top side adjustments

Explore Solutions for Performance Management and Business Intelligence

BOARD logo crgroup

Not sure what budgeting tool is right for you?

Take our budgeting needs survey and get started on the right path to Performance Management Success

Scroll Up