Numbers ready before you ask.
One set of numbers from your CRM, giving platform, and accounting, checked every night. Dashboards for every audience, reports that send themselves, and a next step for every chart.
Included in the Growth Team, or on its own. How pricing works
Every month starts with a scramble.
The same questions come up every month, and every answer starts with an export. By the time the numbers agree, the meeting is over.
- Rebuilt every monthExports from four systems, pasted into a spreadsheet the night before the meeting.
- Two totals, one meetingDevelopment and finance count the month differently, so the first ten minutes go to which number is right.
- Numbers without a next stepThe report says retention fell. It doesn't say who to call.
The night before the board meeting
Same month. Two totals. The meeting starts with which one is right.
Less rebuilding. More deciding.
The data
One set of numbers
Each night we pull what changed from Virtuous and your other tools through their APIs, check it, and load it into one place. A Google Sheet when that's enough, Postgres or BigQuery when it isn't, Snowflake when you already have it. Definitions are written down once and approved by finance.
- CRM and giving platform APIs
- QuickBooks deposits
- Checks every night
- Definitions finance signs
- Virtuous
- Giving platform
- QuickBooks
- Web visits
numbersChecked nightly
- Dashboards
- Reports
- Tasks in Virtuous
Dashboards
A view for every audience
Leadership sees the pace against last year. Development sees who's giving again and who's slipping. The board sees totals, never names. Finance sees every batch matched to the bank. Filter, drill into the gifts behind any bar, and download what you see.
- Executive
- Development
- Board
- Finance
- Drill into any bar
Where it came from, last 12 months
- Major gifts$469K
- Foundations$425K
- Events$335K
- Online$269K
- Businesses$217K
Reports
Reports on schedule
The weekly development report, the board packet, the month-end close check, and the lists your team works from arrive on schedule. Each month is frozen as a snapshot, so the board's numbers never shift under them. Print to PDF, export to CSV, or share a link that expires.
- Recurring and snapshots
- PDF, CSV, PNG
- Share links that expire
October
Sent on schedule- Weekly report, Mondays
- Board packet
- Month frozen
- Lists for the team
Act on it
A next step for every chart
When a number moves, the people behind it are one click away. AI flags the changes that are real, drafts the note on what to say, and a person approves before a single task lands in your CRM.
- Changes worth your time
- Lists to tasks
- A person approves
Who gave again, by level
- Friends39%
- Supporters49%
- Oak Circle56%
- Major61%
- Call Celeste and Naomi: thank them for last yearMarcus
- Call the Ellery family: share a mentor storyRenee
- Call Rosa Langford: no ask, just thanksDana
Alongside your CRM
Alongside what you have
Virtuous and most CRMs already report a lot well. We use what's there, link to it, and build only what sits outside it: the bank, the board, the other tools, and the next step.
- Virtuous Analytics
- Your BI tool
- No duplicate reports
Virtuous already
- Lists and queries for daily work
- Dashboards inside the CRM
- Analytics for historical reporting
- Insights for wealth and predictive research
This adds
- The bank: batches matched to deposits
- Every tool under one set of definitions
- A board packet that writes itself
- A next step for every number
About five weeks to one set of numbers.
- AgreeThe questions you decide on, and one definition for every number, signed by finance.
- ConnectYour CRM, giving platform, and accounting, through their APIs, checked every night.
- DesignDashboards built around your decisions, for each audience, on any screen.
- RunReports on schedule, beside the old ones for two closes. Then we keep improving them.
Questions nonprofit leaders ask.
Straight answers to what nonprofit leaders ask before they start.
Ask something elsePriced to your size: your team, your revenue, and what you need. You'll know the price before anything starts.
On its own
Typically from $7,500
About 5 weeks, then we stay with it.
Get a quote for Reporting and Dashboards.
Tell us which reports you rebuild every month and the systems they come from. You'll have a scope and a price in writing before any work starts.
What we'll cover
- What you needThe problem, the people it serves, and the tools you use today.
- A clear scopeWhat we'd build, how long it takes, and what it costs.
- Your callGo ahead, change the scope, or wait. You decide.
You'll talk with Jason VanLueFormer VP of Product and Design at Virtuous