Role-based dashboards
Use configurable dashboards tailored to executives, fundraisers, program teams, volunteer coordinators, membership teams, and board members.
Organize Your Team
See what is happening across your nonprofit — in one clear view.
Turn connected nonprofit data into role-based dashboards, practical reports, and timely insights for daily decisions, leadership, boards, and funders. Staff can monitor everyday activity, while leaders review progress across fundraising, programs, volunteers, membership, events, cases, tasks, and organizational goals.
Executive dashboard
The challenge
When information is distributed across separate tools, reporting can become slow and unreliable. Teams may spend days cleaning spreadsheets, reconciling numbers, and rebuilding the same reports every month — and even then, leaders may receive information after the moment when it could have guided action.
The More Good Together approach
More Good Together brings operational and engagement information together so teams can understand performance without manually combining spreadsheets. Build role-based dashboards and reports from connected data across every module, then drill from a summary metric down to the records that explain it.
Key benefits
Turn connected data into decisions.
Connected reporting
Build reports using connected data across More Good Together modules.
Slice any way
Filter, group, sort, and compare information by date, program, campaign, location, owner, audience, or status.
Scheduled delivery
Schedule recurring reports for internal and external stakeholders.
Export-ready
Export approved data for grants, audits, presentations, and additional analysis.
Metric to record
Move from summary metrics to the underlying records that explain the result.
Feature details
Dashboards and reports for every role.
Role-based dashboards
Provide each user with dashboards that prioritize the metrics, tasks, activities, and exceptions relevant to their role.
Dashboard widgets
Add KPI cards, charts, tables, progress indicators, lists, trends, and upcoming activities to a dashboard.
Cross-module reporting
Combine data from CRM, donations, campaigns, events, programs, volunteers, members, cases, tasks, communications, and impact tracking.
Report builder
Select data fields, define filters, group records, calculate totals, and choose how results are presented.
Saved reports
Save frequently used reports for consistent monthly, quarterly, annual, grant, and board reporting.
Drill-down analysis
Open the records behind a metric to understand contributors, exceptions, and required follow-up.
Date and comparison filters
Compare current and previous periods, campaigns, programs, locations, audiences, or teams.
Scheduled delivery
Automatically email authorized reports on a recurring schedule to selected internal stakeholders.
Exports
Export report results to supported formats for analysis, presentations, auditors, funders, and regulatory needs.
Permissions
Limit dashboards, fields, records, and reports according to role and data-access policies.
Data quality indicators
Identify incomplete records, missing ownership, duplicate information, overdue activities, and other data-quality concerns.
Executive and board reporting
Present high-level organizational health, financial engagement, service delivery, participation, workload, and impact indicators.
Product walkthrough
See it in action.
Placeholder captures below — swap each for an approved product screenshot before publishing.
Executive dashboard
Report builder
Program and impact report
Use cases
How nonprofit teams use it.
- Give executive leadership a current view of fundraising, program delivery, engagement, and operational workload.
- Provide board members with concise governance and organizational-performance dashboards.
- Monitor volunteer recruitment, onboarding, assignments, hours, and retention.
- Compare fundraising campaign performance, donor segments, recurring giving, and follow-up activity.
- Track program participation, services delivered, outcomes, and progress toward grant or strategic goals.
- Identify overdue tasks, incomplete records, and team bottlenecks before they become larger issues.
One connected platform
Your whole nonprofit, in one clear view.
Reporting draws on the same connected data your team uses every day, so numbers are current and consistent. Move from a headline metric straight to the underlying records — no exporting, reconciling, or rebuilding spreadsheets each month.
Explore more of Organize Your Team
See your nonprofit in one view.
Give every role the dashboards and reports they need — built from connected data across your whole platform.