Presented by JMT Consulting
Featuring Dagmar “Dagi” Stanton, Manager, Education Services

Introduction

Many nonprofit teams build dashboards in Sage Intacct, yet still rely on exporting data to Excel to answer critical questions. This webinar is designed to help organizations move beyond static reporting and start using dashboards as practical, decision-ready tools that support accountability, performance, and mission outcomes.

In this fast-paced, 1-hour session, JMT Consulting demonstrates how Sage Intacct dashboard components can be configured to bring financial and non-financial data together into a clear, usable view of organizational performance.

What Challenges Do Nonprofits Face With Dashboards?

Nonprofit dashboards often fall short because they:

• Focus on displaying data rather than supporting decisions
• Require frequent Excel exports for deeper analysis
• Are not tailored to different roles and responsibilities
• Create information overload instead of clarity

Without a clear purpose and structure, dashboards become passive snapshots instead of tools teams rely on every day.

How Sage Intacct Dashboards Support Decision Making

This webinar walks through how to design dashboards that align with real nonprofit workflows. Using Sage Intacct’s native dashboard building blocks, the session covers how to:

• Choose the right type of dashboard based on purpose and audience
• Combine reports, performance cards, charts, records, and filters effectively
• Avoid data overload while highlighting the metrics that matter most
• Interact with dashboards to tell a clear story with your data
• Real-World Dashboard Examples

Attendees are shown practical dashboard examples aligned to common nonprofit roles, including:

• Finance leadership
• Program management
• Development and fundraising
• Operations and accounting teams

Each example demonstrates how dashboards support day-to-day decision making, performance tracking, and operational accountability.

Best Practices for Building Impactful Dashboards

Based on hands-on experience supporting nonprofit organizations, JMT shares best practices for:

• Defining the purpose and audience before building
• Selecting the right visualizations and components
• Using filters and dimensions to “slice and dice” data
• Designing dashboards that evolve as organizational needs change

Learning Objectives

By the end of this session, participants will be able to:

• Determine the appropriate dashboard type for their needs
• Select effective components and visualizations
• Interact with dashboards to tell a clear data story
• Make informed decisions using both financial and non-financial data
• Build dashboards that support action without overwhelming users

Who Should Attend

This webinar is ideal for nonprofit professionals with intermediate Sage Intacct experience who want to move from informative dashboards to dashboards that actively support decision making.

How JMT Consulting Helps

JMT Consulting partners with nonprofit organizations to:

• Design dashboards aligned to operational and strategic goals
• Train teams on Sage Intacct reporting and dashboard best practices
• Reduce manual reporting and Excel dependency
• Support long-term adoption of data-driven decision making