About digital board books

Using your financial and operational data, digital board books give you dashboards that provide instant insight to your organization's performance. Spot trends, compare to benchmarks, drill down into source data; and ultimately, make better-informed decisions.

We offer 2 different digital board books endorsed by industry leaders:

  • Software SaaS Digital Board Book
  • Nonprofit Financial Board Book

Software SaaS Digital Board Book

The Software Digital Board Book turns recurring monthly sales or grant data into useful information that's then displayed on a dashboard. Two key driving data points are your subscription revenue and the number of customers or donors you retain. These are the metrics on which the Software Digital Board Book bases its calculations to provide more than just these two numbers.

You get real-time event posting as your data comes in. Then the Software Digital Board Book automatically adds some computations, turning that data into useful numbers that are then displayed on the Software Digital Board Book dashboard as performance cards, charts, and reports.

The Software Digital Board Book is only available to companies that use the General or Services QuickStart template.

Example of the Software Digital Board Book.

Nonprofit Financial Board Book

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.

The Nonprofit Financial Board Book is only available to companies that use the Nonprofit QuickStart template.

Example of the Nonprofit Financial Board Book.

Learn more about the Nonprofit Financial Board Book.