Instructions

PURPOSE: This tool is designed to show performance across Key Performance Indicators (KPIs) selected by your organization in relation
to targets or goals for these indicators. The dashboard is intended to be updated with actual data from the organization's accounting,
fundraising, program, and/or other systems of record on a quarterly basis after the data has been reviewed, reconciled and/or closed,
as applicable. The user defines both the KPIs and the targets against which they are measured.

STRUCTURE: Data for each quarter (both targets and actuals) should be maintained in the Data Entry tab. The Dashboard tab will
populate and report on each reporting period as selected.

DATA ENTRY INSTRUCTIONS ("Data Entry" tab):

Cell D3: Organization Name

Enter the name of your organization in cell D3.

Cell I3: Allowable Range % to be considered "Near Target"

The number entered into this cell will be the percentage range below "target" that allows a result to be presented as "Near target." For example,
entering a 5 in this cell will mean that any result within 5% of the set target will be presented as "Near target."

Column C: Key Performance Indicator (KPI)

Enter the name of each KPI you would like to monitor (up to 11) in the rows of Column C, including any descriptors necessary for users
entering and/or interpreting data (e.g. whether the metric is cumulative or by quarter).

Column D: Target Direction Indicator

By default, it is assumed that the goal is for an indicator to be numerically equal to or greater than the target defined in column F. If
the goal is "inverse," in other words if the goal is to be equal to or below the defined target, enter an "I" in this column. (For example,
the goal for a KPI such as total debt or employee turnover would be to be equal to or below the target.)

Column E: Prior Year Q4 Actual

Enter the relevant data from the fourth quarter of the prior year.
Column F: Target
Enter the numerical target or goal for the first quarter of the year for each KPI in the row corresponding to that indicator.

Column G: Current Period Actual

Enter the actual result from the first quarter of the year for each KPI in the row corresponding to that indicator. Be sure to use the
same unit (number, percentage, etc.) as used for the target measure.

Column H: Notes
Write any relevant notes related to particular KPIs for the first quarter of the year, their targets or criteria, and/or their performance.
 Allowable range % to be
Organization Name: considered "Near target":
Quarter 1

Target Direction:
Prior Year Q4
Key Performance Indicator (KPI) Enter "I" for Inverse; Target Actual Notes
otherwise leave blank Actual
 Quarter 2 Quarter 3 Quarter 4

Target Actual Notes Target Actual Notes Target Actual

Quarter 4

Notes
0 Dashboard
Reporting Period: Quarter 1
Current Period Current Period Current Last
Key Performance Indicator (KPI) Notes
Target Actual Status Period

Legend:
Meets/exceeds target
Near target
Off target

I 0% allowable % to "Near target"

 Allowable range % to be
Organization Name: ABC Organization considered "Near target":
Quarter 1

Target Direction:
Prior Year Q4
Key Performance Indicator (KPI) Enter "I" for Inverse; Target Actual Notes
otherwise leave blank Actual

target represents 2 months of

Cash on Hand $ 175,600 $ 200,000 $ 200,000
operating expenses

Program Participants 88 50 48

Employee Turnover I 0 1 1

profit margin 5% 5% 4%
 5%
Quarter 2 Quarter 3 Quarter 4

Target Actual Notes Target Actual Notes Target Actual

target represents 2 months of target represents 2 months of

$ 200,000 $ 173,144 $ 200,000 $ 168,550 $ 200,000 $ 215,475
operating expenses operating expenses

90 91 160 158 includes summer program 90 82

2 1 2 3 2 0.03

5% 4% 5% 7% 5% 5%
Quarter 4

Notes

target represents 2 months of

operating expenses
ABC Organization Dashboard
Reporting Period: Quarter 1
Current Period Current Period Current Last
Key Performance Indicator (KPI) Notes
Target Actual Status Period

Cash on Hand $ 200,000 $ 200,000 Meets/exceeds target $ 175,600 target represents 2 months of operating expenses

Near target (within

Program Participants 50 48 88
5%)

I Employee Turnover 1 1 Meets/exceeds target 0

Off target (more than

profit margin 5% 4% 5%
5%)

Legend:
Meets/exceeds target
Near target
Off target

I 5% allowable % to "Near target"