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Nonprofit & Church

Board Reporting
System

Monthly board-ready financials and program reports in one file. Financial summary, program metrics, fundraising pipeline, and a consent agenda checklist — arrive at board meetings prepared.

Financial SummaryProgram MetricsFundraising PipelineConsent Agenda5 Sheets
BOARD_REPORTING_SYSTEM.xlsx
Financial Summary
Program Report
Fundraising Pipeline
Board Packet
CategoryItemStatusValueNotes
Board Reporting System — Sample Data
Section AItem 1Complete100%Verified
Section AItem 2In Progress67%Due next week
Section BItem 3Action Required0%Overdue
Section BItem 4Complete100%On track
SUMMARY67%2 actions needed
$24
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★★★★★4.9 / 5.0
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By the numbers

Board Reporting System

Board
Ready
Financial
Summary
Program
Metrics
Consent
Agenda
Contents

All 5 sheets,
explained.

Sheet 01
Financial Summary
Revenue, expenses, net position, and budget variance — one page for board finance committee
Sheet 02
Program Report
Key outcomes and metrics by program — clients served, goals achieved, impact indicators
Sheet 03
Fundraising Pipeline
Major gifts, grants, and campaigns in progress with probability and expected close
Sheet 04
Consent Agenda
Routine approvals checklist for board efficiency
Sheet 05
YTD Dashboard
Year-to-date organizational health — cash position, burn rate, and key ratios
Reviews

Professionals who use it daily.

★★★★★
"
Board meetings used to run 3 hours. Now I send the board packet a week ahead and meetings are 75 minutes. The consent agenda alone transformed our governance.
R
Rebecca H.
Executive Director · Social Services Nonprofit
★★★★★
"
The YTD dashboard is what I look at first. Cash position, runway, fundraising progress. Tells me in 30 seconds whether we need to worry.
M
Mark S.
Board Chair · Community Organization
FAQ

Common questions.

How often should I update this?+
Monthly for financial and fundraising sections, quarterly for program metrics.
Can I customize the program metrics?+
Yes. The Program Report sheet has template-formatted rows — replace default labels with your actual program indicators.
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Board Reporting System.

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