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Nonprofit Financial Health Dashboard | Cash Reserves, Budget & KPI Tracker | Board Report Tool | Interactive Digital Download for Charities
Know exactly how financially healthy your nonprofit is — in one glance.
Stop guessing whether your reserves are "enough" or whether the board will ask a question you can't answer. The Nonprofit Financial Health Dashboard turns the monthly numbers you already have into the metrics funders, auditors, and board members actually look at — automatically.
Enter each month's revenue, expenses, and cash, and the dashboard instantly computes an overall financial health score plus the six indicators that matter most:
★ Months of cash on hand — measured against your own reserve target
★ Program expense ratio — the 65%+ benchmark watchdogs look for
★ Cost to raise $1 — your fundraising efficiency at a glance
★ Revenue diversification — see if one funder quietly became a risk
★ Operating surplus/deficit & margin — trailing 12 months
★ Current ratio & unrestricted cash — from simple balance sheet snapshots
WHAT'S INSIDE
✔ Interactive dashboard with health score ring, six KPI cards with plain-English status badges, revenue vs. expense chart, cash trend chart with your reserve target line, and revenue mix breakdown
✔ Monthly financials log — add, edit, and delete months; tracks four revenue streams and three expense categories (matches your Form 990 buckets)
✔ Balance sheet snapshot tracker for quarterly check-ins
✔ 18-point financial best-practices checklist with expert tips (reserves, budgeting, internal controls, compliance, revenue health) — progress feeds your score
✔ Org profile personalization (name, fiscal year, budget, reserve target)
✔ Download/Upload Progress buttons — back up your data to a small file and restore it anytime, on any computer
✔ Print/PDF-ready layout for beautiful one-click board reports
✔ Start Here buyer guide with setup, backup, and troubleshooting help
HOW IT WORKS
Download and unzip — then just double-click the file. It opens in any modern browser on Mac or PC.
Set up your Org Profile and add a few months of numbers from your accounting software (QuickBooks, Aplos, or a plain spreadsheet).
Watch the dashboard, charts, and health score build themselves — then print a PDF for your next board meeting.
No subscription. No account. No internet required after download. Your financial data never leaves your computer — everything runs 100% offline and private.
WHO IT'S FOR
Executive directors and founders who want early warning before a cash crunch
• board treasurers who need meeting-ready reports without spreadsheet wrestling
• small and mid-size nonprofits, churches, PTAs, and booster clubs
• grant writers who need financial health numbers at their fingertips
• anyone preparing for an audit, a grant application, or a strategic plan.
INSTANT DIGITAL DOWNLOAD
This is a digital product — no physical item will be shipped. You'll receive a ZIP containing the interactive HTML dashboard and a Start Here guide. Works on Mac and Windows in Chrome, Edge, Safari, or Firefox.
Please note: this is an educational planning tool, not legal, tax, accounting, or investment advice. Benchmarks are general guidance — consult your CPA or attorney about your organization's specific situation. Due to the digital nature of this product, all sales are final. For use within one organization; please do not redistribute or resell.
💛 From the same suite as our Nonprofit Startup Toolkit, Grant Writing Toolkit, Fundraising & Donor Tracker, Board Development Kit, and Compliance Calendar — they all share one clean, professional design.
Know exactly how financially healthy your nonprofit is — in one glance.
Stop guessing whether your reserves are "enough" or whether the board will ask a question you can't answer. The Nonprofit Financial Health Dashboard turns the monthly numbers you already have into the metrics funders, auditors, and board members actually look at — automatically.
Enter each month's revenue, expenses, and cash, and the dashboard instantly computes an overall financial health score plus the six indicators that matter most:
★ Months of cash on hand — measured against your own reserve target
★ Program expense ratio — the 65%+ benchmark watchdogs look for
★ Cost to raise $1 — your fundraising efficiency at a glance
★ Revenue diversification — see if one funder quietly became a risk
★ Operating surplus/deficit & margin — trailing 12 months
★ Current ratio & unrestricted cash — from simple balance sheet snapshots
WHAT'S INSIDE
✔ Interactive dashboard with health score ring, six KPI cards with plain-English status badges, revenue vs. expense chart, cash trend chart with your reserve target line, and revenue mix breakdown
✔ Monthly financials log — add, edit, and delete months; tracks four revenue streams and three expense categories (matches your Form 990 buckets)
✔ Balance sheet snapshot tracker for quarterly check-ins
✔ 18-point financial best-practices checklist with expert tips (reserves, budgeting, internal controls, compliance, revenue health) — progress feeds your score
✔ Org profile personalization (name, fiscal year, budget, reserve target)
✔ Download/Upload Progress buttons — back up your data to a small file and restore it anytime, on any computer
✔ Print/PDF-ready layout for beautiful one-click board reports
✔ Start Here buyer guide with setup, backup, and troubleshooting help
HOW IT WORKS
Download and unzip — then just double-click the file. It opens in any modern browser on Mac or PC.
Set up your Org Profile and add a few months of numbers from your accounting software (QuickBooks, Aplos, or a plain spreadsheet).
Watch the dashboard, charts, and health score build themselves — then print a PDF for your next board meeting.
No subscription. No account. No internet required after download. Your financial data never leaves your computer — everything runs 100% offline and private.
WHO IT'S FOR
Executive directors and founders who want early warning before a cash crunch
• board treasurers who need meeting-ready reports without spreadsheet wrestling
• small and mid-size nonprofits, churches, PTAs, and booster clubs
• grant writers who need financial health numbers at their fingertips
• anyone preparing for an audit, a grant application, or a strategic plan.
INSTANT DIGITAL DOWNLOAD
This is a digital product — no physical item will be shipped. You'll receive a ZIP containing the interactive HTML dashboard and a Start Here guide. Works on Mac and Windows in Chrome, Edge, Safari, or Firefox.
Please note: this is an educational planning tool, not legal, tax, accounting, or investment advice. Benchmarks are general guidance — consult your CPA or attorney about your organization's specific situation. Due to the digital nature of this product, all sales are final. For use within one organization; please do not redistribute or resell.
💛 From the same suite as our Nonprofit Startup Toolkit, Grant Writing Toolkit, Fundraising & Donor Tracker, Board Development Kit, and Compliance Calendar — they all share one clean, professional design.