About the Nonprofit Financial Board Book
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The Nonprofit Financial Board Book helps you understand your organization's financial health. The board book is a group of reports and graphs that show industry-standard key metrics. The reports and graphs are grouped into 3 dashboards: central views that make it easy to monitor your organization's finances and mission impact.
Because this board book uses industry-standard metrics, you can use it to evaluate your organization's finances in the same way as donors and funders.
Time period covered
Reports and graphs for the Nonprofit Financial Board Book show data for the previous 5 years. If your Sage Intacct organization has less than 5 years of data, the reports and graphs show all available data.
Reports and graphs
The following reports and graphs are included with the Nonprofit Financial Board Book. You can view them individually and on the dashboards that are included with the board book.
Reports
| Name of report | Title on dashboard |
|---|---|
| DBB balance sheet composition | Composition |
| DBB expenses | Expenses |
| DBB liquidity | Liquidity |
| DBB profitability | Profitability |
| DBB revenue sources | Revenue sources (percent of total) |
To work, these reports require some account groups that are automatically created when you subscribe to the Nonprofit Financial Board Book.
You can view a list of these account groups on the Account Groups page (General Ledger > All > Financial report structures > Account groups), by entering %DBB in the Name column.
Graphs
| Name of graph | Title on dashboard |
|---|---|
| DBB asset composition | Asset composition |
| DBB contributed revenue | Contributed revenue |
| DBB earned revenue | Earned revenue |
| DBB estimated full costs | Estimated full costs |
| DBB expense and personnel costs | Expense and personnel costs |
| DBB liabilities as percentage of assets | Liabilities as percentage of assets |
| DBB liability composition | Liability composition |
| DBB liquidity | Liquidity |
| DBB major expense categories | Major expense categories |
| DBB net asset composition | Net asset composition |
| DBB revenue composition | Revenue composition |
| DBB unrestricted surplus (deficit) | Unrestricted surplus (deficit) |
| DBB useful vs depreciated life of LBE | Useful vs depreciated life of LBE |
Dashboards
The following dashboards are included with the Nonprofit Financial Board Book.
| Dashboard | Included reports and graphs |
|---|---|
| Financial health dashboard |
Includes the following reports in order:
|
| My balance sheet graphs |
Includes the following graphs in order from left to right:
|
| My income stmt graphs |
Includes the following graphs in order from left to right:
|
Subscribe and set up
To use the Nonprofit Financial Board Book, you first need to subscribe to the Digital Board Book application. When you do this, the reports (and associated account groups), graphs, and dashboards for the board book are automatically created. After subscribing, some configuration is needed to see accurate results in the dashboards.
If you would like assistance with this process, contact your account representative to work with a trained Sage Intacct implementer and ensure the Nonprofit Financial Board Book is configured according to your organization's implementation.
For detailed instructions, see Set up the Nonprofit Financial Board Book.
