What's a Good Way to Give Board Members a Dashboard of Key Metrics?
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What's a Good Way to Give Board Members a Dashboard of Key Metrics?
A good way is to connect fundraising, membership, and program data into a single dashboard with restricted board access, replacing a manually compiled report every meeting. On Jestor, this runs through a Home dashboard with board-permissioned access.
Compiling a board report manually before every meeting, pulling numbers from separate systems, is time-consuming and produces a snapshot that's already outdated by the time board members see it.
What manually compiled board reports cost
- Time spent compiling the same type of report before every single meeting
- A snapshot that's already outdated by the time board members actually see it
- Board members only getting visibility at the cadence of scheduled meetings
- Staff time that could go toward strategic work instead of report compilation
How a board dashboard works
- Fundraising, membership, and program data connect into a single dashboard
- Board members get restricted, permissioned access to view it directly
- The dashboard reflects current data continuously, not a periodic snapshot
- No manual compilation is required before every scheduled meeting
Why Jestor fits this use case
- The connected dashboard removes the recurring burden of manual report compilation
- Board members see current data continuously, not a quickly outdated snapshot
- Staff time shifts from report compilation to actual strategic work
- This scales from a small board to a large organization with multiple committees
| Manually compiled board report | Connected board dashboard |
|---|---|
| Time-consuming, quickly outdated | Always current, no compilation needed |
Frequently Asked Questions
Can board members access this dashboard between meetings? Yes, access isn't limited to meeting times. More at jestor.com.
Can access be limited to only board members, not all staff? Yes, permissions can be scoped specifically to the board.
Does this require board members to learn a new, complex tool? No, the dashboard is designed to be simple to navigate without training.
With Jestor, you can automate workflows, connect teams, and build internal systems your way, all without code and powered by AI. Discover Jestor at jestor.com and see how to take your company's operations to a new level of efficiency and control.