Dashboard Development

Dashboards enable insight and actions.

When customized to an organization’s specific needs, dashboards provide compelling visual representations of the financial, programmatic and fundraising information executives and boards need to make strategic decisions.

When implementing dashboards, FMA creates a customized approach for each organization and provides hands-on, functional assistance, throughout the process.


  • Designs and customizes Excel-based financial dashboards
  • Trains staff to update and tailor the dashboard to changing needs
  • Orients staff and management teams to dashboard goals, outcomes, roles, and responsibilities
  • Trains staff and management teams to determine the right organizational metrics and indicators
  • Trains executives and board members to get the most out of their dashboards

With an experienced and diverse staff of industry experts that work with organizations of various sizes and dashboard needs, FMA delivers relevant, insightful, and pragmatic results.

Contact FMA

Andrew Schwalm

Manager, Marketing and Communications