Financial Dashboards

The data model encompasses financial metrics like base debit, credit, and amounts along with transactional details such as debit and credit amounts. It also includes fundraising and revenue components like fundraising expenses, contributions, and efficiency ratios. The model offers insights into revenue breakdown by category, cash trends, campaign expenses, and visualizations for revenue and expenditure waterfall analyses. It caters to assessing financial performance, fundraising efforts, and expense management with a focus on operational efficiency.

Benefits of This Data Model

• Enhanced Financial Performance Analysis: The data model provides a comprehensive view of financial metrics such as base debit, credit, and amounts, enabling in-depth analysis for assessing and enhancing financial performance.
• Optimized Fundraising Strategy: With insights into fundraising components including contributions, expenses, and efficiency ratios, organizations can optimize their fundraising strategies based on real-time data and trends.
• Effective Expense Management: By monitoring expenditure breakdown by category and campaign expenses, the model facilitates efficient expense management, ensuring better allocation of resources and cost control.
• Visualized Revenue Trends: Through visualizations like revenue waterfall analyses and revenue breakdown by category, users can easily track revenue trends, identify patterns, and make informed decisions for revenue growth strategies.

Key Performance Indicators (KPIs)

• Base Debit: Represents the debit amount at the base level in the financial data model.
• Base Credit: Represents the credit amount at the base level in the financial data model.
• Base Posting: Indicates the posting activity at the base level in the financial data model.
• Base Amount ($): Denotes the monetary amount at the base level in the financial data model.
• Base Amount: Represents the amount at the base level in the financial data model.
• Base Running Total: Shows the running total at the base level in the financial data model.
• Transaction Debit: Reflects the debit amount in transactional data.
• Transaction Credit: Reflects the credit amount in transactional data.
• Transaction Amount: Indicates the transaction amount.
• Transaction Report Amount: Represents the reported transaction amount.
• Reporting Amount (USD): Denotes the total reported amount in US dollars.
• Reporting Report Amount (USD): Denotes the reported amount specifically designated for reporting in US dollars.
• Reporting Debit (USD): Represents the reported debit amount in US dollars.
• Reporting Credit (USD): Represents the reported credit amount in US dollars.
• Revenue: Represents the total revenue generated.
• Expenditures: Represents the total expenses incurred.
• Programmatic Expenses: Denotes the expenses related to specific programs.
• Net Assets: Represents the net assets held by the entity.
• Fundraising Contributions: Represents the contributions received for fundraising purposes.
• Fundraising Expenses: Denotes the expenses incurred for fundraising activities.
• Fundraising # of Active Donors: Represents the number of active donors contributing to fundraising efforts.
• Fundraising # of Donors: Indicates the total number of donors contributing to fundraising efforts.
• Fundraising # of Gifts: Represents the total number of gifts received for fundraising.
• # of Clients Served: Denotes the total number of clients served by the entity.
• Fundraising Average Gift per Donor: Represents the average gift amount per donor for fundraising activities.
• Fundraising Average Gift Amount: Denotes the average gift amount received for fundraising efforts.
• Fundraising Average # of Gifts per Donor: Represents the average number of gifts received per donor in fundraising.
• Net Contributions per Donor: Denotes the net contributions received per donor.
• Cost per $ Donated: Represents the cost incurred per dollar donated.
• Cost per Donor: Denotes the cost incurred per donor.
• Fundraising Efficiency Ratio: Represents the efficiency ratio of fundraising activities.
• Fundraising Expense Ratio: Denotes the ratio of fundraising expenses to fundraising contributions.
• Program Efficiency: Represents the efficiency of programmatic expenses.
• Cost per Client Served: Indicates the cost incurred per client served.

Available Visualizations

View Name	Description
Revenue Breakdown	Analyze revenue sources by category.
Cash Trend	Track cash flow trends over time.
Expenses by Campaign	Monitor expenses across marketing campaigns.
Revenue WF	Visualize revenue waterfall analysis.
Expenditure WF	Visualize expenditure waterfall analysis.