Product Launch
Impact Reporting Dashboard: Translate Grant Data into Fundable Stories
We built the Impact Reporting Dashboard for the nonprofit CFO who told us, “Renewals depend on stories, but all I have are spreadsheets.” The dashboard ties KPIs, qualitative notes, and budgets to each funder so you can prove the value of every grant without copying and pasting into Word documents.
What changed?
- Import outcomes from Salesforce, Airtable, or CSV and map them directly to grant objectives.
- Use AI to auto-generate executive summaries that reference the right KPIs for each funder.
- Publish password-protected portals where funders can download custom PDFs or explore interactive charts.
How it helps nonprofits thrive
Outcome + Budget Links
Attach program metrics directly to grant line items. When you update meals served or students supported, funder-ready charts refresh instantly.
Narrative Builder
Drag insights into AI-assisted paragraphs that mirror each funder's template language, reducing report writing time by 60%.
Board & Funder Views
Share live dashboards externally with permissions that hide sensitive budgets but highlight results in real time.
Real-world example
The Chicago Literacy Cooperative stitched together attendance, reading-level gains, and volunteer hours to show how one $150K grant transformed outcomes in six neighborhoods. By sharing a live dashboard instead of a 40-page PDF, the funder renewed early and increased support by 20%.
Results they reported
- Reports drafted in 90 minutes instead of two weeks.
- Board-ready charts automatically updated for quarterly meetings.
- Funders loved interactive access—three shared the dashboard with peer reviewers.
How to activate
Go to Insights → Reporting → Impact Dashboard to turn on the feature. Connect your data source, choose which KPIs to showcase, and invite collaborators with edit or view-only access. We included templates for workforce development, education, and housing so you have a starting point.
Want concierge setup?
We\'ll import last year\'s reports and convert them into live dashboards.