How to Create and Use Nonprofit Dashboards

Wednesday, June 12, 2019 - 1:00pm to 2:30pm
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During this live nonprofit webinar, we will show you step-by-step how to easily create powerful dashboards to help you communicate your nonprofit’s performance to staff, board members, and donors.

You will also receive worksheets for collecting the data you need for your dashboard as well as template dashboards that you can use for fundraising, finance and program data.

Join Denisa and learn how to turn numbers into pictures that create positive change in your organization.

What we will cover during the live nonprofit webinar:

  • How to use dashboards to improve decision-making

  • The right data for creating useful fundraising, finance and program dashboards

  • Review of dashboard examples and 3 Excel templates

  • A step-by-step guide to creating a dashboard

  • Walkthrough of creating a fundraising dashboard with Excel

  • Walkthrough of creating a finance dashboard with Excel

  • Walkthrough of creating a program dashboard with Excel

Your Bonus Materials:

  1. Worksheet for collecting the data you need

  2. A do's and don'ts tip sheet for creating dashboards

  3. A list of URLs for free and premium online tools and resources to help with dashboards

  4. Template dashboard for fundraising data

  5. Template dashboard for finance data

  6. Template dashboard for program data


There have been many recent articles written on nonprofit dashboards, and for good reason.

  • Dashboards are powerful tools that your leadership can use to make decisions.

  • Dashboards can help your donors and grantmakers see how their investment is making an impact.

  • You can use them to track fundraising results, to assess financial management, to measure program impact, to track social media engagement - really, the sky’s the limit.

Dashboards help nonprofits make better decisions by illustrating your performance over time.

About Your Presenter:

Presented by International Nonprofit Consultant and Coach Denisa Casement, CFRE. Denisa has 21 years experience in nonprofit leadership, strategy, multi-channel marketing, and donor-centered communications to drive retention and growth. She is founder and CEO of The Casement Group, an international team of experts focused on helping nonprofits grow sustainable fundraising with donor-centered communications, superior donor care and measuring what matters.

Denisa and her team take pride in their reputation for practical, real-world implementation driven by their years of “boots on the ground” experience. Denisa is an international presenter and experienced trainer. Her teaching ranges from the Fundraising Certificate in Ireland to direct marketing boot camps, masterclasses, and webinars. She has led donor-centered fundraising programs and teams across 7 countries, most recently managing an international team across four continents, from her home base in Tucson, Arizona.

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