BI360 for Not for Profit Organizations
Enabling World-class Decisions for Not for Profit Organizations
A Solver Vertical Industry White Paper
Updated: Nov – 2017, Document Version 4
Solver, Inc.
www.solverglobal.com
Copyright © 2017
Copyright Solver, Inc., 2017 BI360 White Paper | Page 2
Table of Contents
Introduction ..................................................................................................................................... 3
Architecture Overview .................................................................................................................... 4
NFP01 – Benchmarking Dashboard ................................................................................................. 5
NFP02 – Executive Dashboard ......................................................................................................... 6
NFP03 – Revenue Dashboard .......................................................................................................... 7
NFP04 – Membership Dashboard ................................................................................................... 8
NFP05 – Grant Dashboard ............................................................................................................... 9
NFP10 – Grants Overview Report ................................................................................................. 10
NFP11 – Grants Paid Summary Report .......................................................................................... 11
NFP12 – Membership Overview Report ........................................................................................ 12
NFP15 – Statement of Activity Report with Auto Narrative ......................................................... 13
NFP16 – Statement of Financial Position ...................................................................................... 14
NFP17 – Statement of Cash Flow .................................................................................................. 15
NFP20 – Accounts Receivables (AR) Report .................................................................................. 16
NFP21 – Accounts Payables (AP) Report ....................................................................................... 17
NFP30 – Strategy Input Form ........................................................................................................ 18
Appendix - Acronyms .................................................................................................................... 19
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Introduction
BI360 is a leading web-based Corporate Performance Management (CPM) suite made up of
budgeting, reporting, dashboards, and data warehousing, delivered through a web portal.
BI360 is offered for cloud and on-premise deployment and represents the next generation of
CPM solutions. BI360 empowers business users with modern features including innovative use
of Excel in the model design process. End users have anytime, anywhere access from a modern
Web Portal and Mobile Apps.
The features that differentiate BI360 from other CPM applications are:
1. Available both for cloud and on-premise deployment. 2. Third generation Excel add-in for simple or complex reporting and budgeting template
design.
3. Modern Excel, Web and Mobile end-user front-ends for easy access to information and
powerful collaboration.
4. Pre-Configured and extensible, “smart” data warehouse.
5. Deployed as individual modules or as a single, comprehensive CPM Suite with a single
security model and deployment.
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Architecture Overview
Below you can see a simplified architecture with all the BI360 modules. The Reporting,
Budgeting and Dashboard modules can both run live on a number of different ERP systems as
well as off the BI360 Data Warehouse.
Note: For more detailed information about BI360, please email [email protected] and request the
document: ”BI360 White Paper – Overview of the BI360 Suite.” You can also learn more about BI360 for Not for
Profit Companies here.
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NFP01 – Benchmarking Dashboard
This dashboard example compares key financials between your organization and other Not for
Profit organizations. It shows the capability of using the BI360 Data Warehouse to load data
from external data sources and then, to design dashboards with the BI360 Dashboard module
for user-friendly graphical analysis, in this case used for benchmarking.
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NFP02 – Executive Dashboard
This is an example of a summary dashboard for executives. It combines key performance
information like Revenues, Expenses, Surplus/Deficit, Membership statistics and Grant metrics
into a single interactive dashboard.
In this sample dashboard, the following information is included:
Actual vs Budgeted Revenues
Actual vs Budgeted Revenues – twelve month trend
Actual vs Budgeted Expenses
Actual vs Budgeted Expenses – twelve month trend
Actual vs Budgeted Surplus
Actual vs Budgeted Surplus – twelve month trend
Membership Statistics – drill to Region
New Grants – drill to Programs
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NFP03 – Revenue Dashboard
This dashboard example helps managers keep a focus on the organization’s revenue sources. It
provides an easy overview of revenues from Products and Services, Membership Dues and
Grants.
The following information is included:
Revenues from Products and Services – ranked by Revenue Source
Revenues from Products and Services – twelve month trend
Revenues from Membership Dues –Actual vs Budget, drill to Region and State
Revenues from Membership Dues – twelve month trend
Revenues from Grants – Actual vs Budget, drill to Grant and Program
Revenues from Grants – twelve month trend
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NFP04 – Membership Dashboard
This dashboard example focuses on Membership revenues and related statistics such as New
Members versus Dropped Members, Dues, Members at Risk and more.
The following information is included:
Membership Dues – Actual versus Target Dues, twelve month trend
Members by Region – drill to State
Membership - Actual vs Budget – drill to Period
Members at Risk – ranked, drill to State
New Members vs Dropped Members – twelve month trend
New Member Trend vs Target– ranked by Region, drill to State and Period
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NFP05 – Grant Dashboard
For any organization that operates with Grants, this dashboard example shows how the most
important Grant information can be combined together for easy analysis and control.
The following information is included:
Grant Revenue – ranked by Grant, drill to Program
Granted vs Encumbered Amounts – twelve month trend
Grant Metrics – requested/granted/encumbered and balance amounts, ranked by Grant
Expenditures by Program – drill to Grantor, ranked by Program
Expenditures by Program – twelve month trend
New Grant Requests – Actual vs Budget, Grants declined vs requested
# of Grant Requests by Staff Member
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NFP10 – Grants Overview Report
This report example provides detailed information about Grants by Grantors and by Programs. It
focuses on three key metrics: Granted Amount, Encumbered Amount and Balance. These
metrics are also summarized in the chart at the top of the report.
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NFP11 – Grants Paid Summary Report
This BI360 report example shows Actual vs Budgeted Grants paid for the current month for
which the report is run as well as for Year-to-Date. The Grants are grouped by Program, and the
user can click on the Program rows to drill into the underlying Grants. Two charts at the bottom
of the report provide a graphical summary of the information above.
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NFP12 – Membership Overview Report
This report example shows detailed membership statistics as well as related financial metrics by
State and Region.
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NFP15 – Statement of Activity Report with Auto Narrative
This report has two pages; one is an automatically generated narrative page that, in plain english
(easily set up with any other language), describes the key summary from the results shown in
the second report, which is the Statement of Operations (Income Statement). Any other
important report can be included as well, providing Not for Profit managers with a detailed and
easy to understand monthly performance overview.
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NFP16 – Statement of Financial Position
This report example shows a detailed Statement of Financial Position (Balance Sheet) for the
current month, prior month and prior year ending month. The user can drill down on any
number to see underlying detail.
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NFP17 – Statement of Cash Flow
This report example is a Statement of Cash Flows and gives financial executives an automated
view of the organization’s cash inflows and outflows. The report is typically combined into a
management book along with the statement of Operations and the Statement of Financial
Position.
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NFP20 – Accounts Receivables (AR) Report
This is an example of a detailed operational report that shows AR aging data per
member/customer. If your invoices are scanned into a document management system, the
report (as seen below) can include hyperlinks where the user can drill down and open the
images of the related invoices.
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NFP21 – Accounts Payables (AP) Report
This is an example of a detailed operational report that shows AP data per vendor. The user can
click on a vendor row, and it will expand to display each payment to that vendor for the time
range the report is run for.
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NFP30 – Strategy Input Form
This example shows the unique capability of BI360 to offer custom input forms for any type of
data capture, such as budgets, forecasts or as seen in the screenshot below, as well as input of
multi-year financial targets by Strategy. Yellow cells are input cells. The form can be both Excel-
based and web-based.
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Appendix - Acronyms
NFP – Nor fot Profit
AR – Accounts Receivables
AP – Accounts Payables
