Gain insights from your fundraising programs

The Program impact dashboard is part of Microsoft Cloud for Nonprofit. You can view, explore, and gain insights from snapshots of your programs, program revenue and budgets, donations aligned to programs, and impact generated from your programs.

The dashboard is built on the Nonprofit Common Data Model. It has four tabs:

  • Impact Delivered
  • Program Summary
  • Program Monitoring
  • Program Impact

This article provides a summary of each tab and the measures for each.

Impact Delivered

The Impact Delivered tab provides a holistic view of your nonprofit’s overall programs, all revenue raised that's aligned to those programs, and the program participants that have been served to date. Many nonprofits use this view to update their leadership team, board, or internal staff. It's also a starting point when preparing annual impact reports or program updates.

Impact Delivered tab in Program impact dashboard.

# Area Nonprofit CDM mapping
1 Total revenue raised Designated Credit Amount = msnfp_designationcredit > msnfp_amount
2 Total program delivered Program = Total of msnfp_deliveryframework > msnfp_deliveryframeworkid
3 Total program participants served Program participants = Unique Count of msnfp_benefitrecipients > msnfp_benefitrecepientid
4 Program start date Start Date = msnfp_deliveryframework > msnfp_startdate
5 Revenue raised by objective Designation Credit Amount = msnfp_designationcredit > msnpf_amount
AND
Start Date = msnfp_objective > msnfp_startdate
6 Program delivered by objective Program = msnfp_deliveryframework > msnfp_deliveryframeworkid
AND
Name = msnfp_objective > msnfp_name
7 Program participants served by objective Program participant = msnfp_benefitrecipients > msnfp_benefitrecepientid
AND
Name = msnfp_objective > msnfp_name
8 Scope Scope = deliveryframework > msnfp_scope
9 Program/Objective table Program = msfnp_deliveryframework > msnfp_name, msnfp_startdate, msnfp_end date

Name = msnfp_objective > msnfp_name Total Budget = msnfp_budget > msnfp_totalbudget

Program Participant = Unique count of msnfp_benefitrecipient > msnfp_benefitrecipientid

Program Summary

The Program Summary tab allows program staff to dive deep into program metrics, including the top programs by overall program budget, the number of donors assigning their donations to these programs, and the number of program participants impacted through that generosity.

Program Summary tab in Program impact dashboard.

# Area Nonprofit CDM mapping
1 Active programs Programs = Total of msnfp_deliveryframework > msnfp_deliveryframeworkid
2 Number of programs by start date Program = msnfp_deliveryframework > msnfp_deliveryframeworkid,

Start Date = msnfp_deliveryframework > msnfp_startdate
3 Date Start Date = msnfp_deliveryframework > msnfp_startdate
4 Budget Budget = msnfp_budget > msnfp_totalbudget
5 Number of donors Unique count msnfp_designationcredit > contact ID
WHERE
(msnfp_primaryconstituenttype = Primary Constituent Type) = « Donor »
6 Number of program participants served Program participants = Unique count of msnfp_benefitrecipient > msnfp_benefitrecipientid
7 Status Status = msnfp_deliveryframework > msnfp_status
8 Top 5 programs by Budget Total Budget = msnfp_budgets > msnfp_totalbudget
WHERE
msnfp_totalbudget = Total Budget <= SELECTED VALUE (5,10,15,20)
9 Top 5 programs by number of donors Name = msnfp_deliveryframeworks> msnfp_name

Number of donors = Unique count of msnfp_ designatedcredit > Contactid
WHERE
(msnfp_primaryconstituenttype = Primary Constituent Type) = « Donor » <= SELECTED VALUE (5,10,15,20)
10 Top 5 programs by program participant Name = msnfp_deliveryframeworks > msnfp_name

Program Participant = Unique count of msnfp_benefitrecipients > msnfp_benefitrecipientid
WHERE
msnfp_benefitrecipientid = Benefit Recipient <= SELECTED VALUE (5,10,15,20)

Program Monitoring

The Program Monitoring tab provides program staff with snapshots of how much program revenue has been raised to support a specific goal, and views over time about how many program participants have been served. For program officers and managers, monitoring their program’s performance on a yearly, monthly, or daily basis is critical for understanding how on-the-frontline operations and execution are progressing.

Program Monitoring tab in Program impact dashboard.

# Area Nonprofit CDM mapping
1 Revenue raised Revenue = Total of msnfp_designatedcredits > msnpf_Transaction.amount
2 Time filter Date = msnfp_designatedcredits > Transaction.bookdate
3 Revenue raised this calendar year msnfp_designatedcredits > msnfp_Transaction.amount, msnfp_Transaction.bookdate
WHERE
bookdate equals current year
4 Last year over the same period msnfp_designatedcredits > Transaction.amount, Transaction.bookdate
WHERE
bookdate equals previous year
5 Revenue raised over time graph Total Budget = msnfp_budget > msnfp_totalbudget

Program Start Date = msnfp_deliveryframework > msnfp_startdate
6 Revenue raised year over year graph msnfp_designatedcredits > msnfp_transaction.amount, msnfp_transaction.bookdate
7 Program Name = msnfp_deliveryframework > msnfp_name
8 Program Participants Program participants = Unique count of msnfp_benefitrecipient > msnfp_benefitrecipientid
9 Time filter Program Start Date = msnfp_deliveryframework > msnfp_startdate
10 People served this calendar year Program participants = Unique count of msnfp_benefitrecipient > msnfp_benefitrecipientid

Program Start Date = msnfp_deliveryframework > msnfp_startdate
WHERE
msnfp_startdate equals current year
11 Last year over the same period Program participants = Unique count of msnfp_benefitrecipient > msnfp_benefitrecipientid

Program Start Date = msnfp_deliveryframework > msnfp_startdate
WHERE
msnfp_startdate equals previous year
12 Program participants served over time graph Program participants = Unique count of msnfp_benefitrecipient > msnfp_benefitrecipientid

Program Start Date = msnfp_deliveryframework > msnfp_startdate
13 Program participants served year over year graph Program participants = Unique count of msnfp_benefitrecipient > msnfp_benefitrecipientid

Program Start Date = msnfp_deliveryframework > msnfp_startdate

Program Impact

The Program Impact tab displays a program’s objectives, indicators, results, the number of individuals, animals, or causes served. This view helps program managers communicate the direct impact their work is having. Likewise, a fundraiser or marketing can easily communicate the direct power a donation has on the nonprofit’s overall mission.

Program Impact tab in Program impact dashboard.

# Area Nonprofit CDM mapping
1 Program Name = msnfp_deliveryframework > msnfp_name
2 Objective Description = msnfp_objective > msnfp_description
3 Budget Budget = msnfp_budgets > msnfp_totalbudget
4 Total revenue raised Revenue = Sum of msnfp_designatedcredits > msnfp_transaction.amount
5 Result type Result Type = msnfp_results > msnfp_resulttype
6 Result table Result (Group) = msnfp_results (PARENT) > msnfp_name

Result = msnfp_results (NONPARENT) > msnfp_name

Indicator = msnfp_indicators > msnfp_name

msnfp_indicatorvalues > Name = msnfp_name, Baseline Value = msnfp_baselinevalue, Amount (Base) = msnfp_amount_base, Number = msnfp_number, Percentage = msnfp_percentage

For more information about the Nonprofit Common Data Model, go to Nonprofit Common Data Model.

For more information about Power BI, go to Power BI documentation.

See also

Get started with Microsoft Cloud for Nonprofit solutions