Leadership & Governance · Template
Budget & Financial Dashboard Template
Board-friendly budget + one-page dashboard
A budget the board reads and a dashboard they use.
Most nonprofit budgets are functional accounting documents that make sense to the CFO and confuse everyone else on the board. This template gives you two things — a program-view budget the board can discuss, and a one-page dashboard they'll actually look at each month.
What’s inside
- Program-view budget template with narrative columns
- One-page monthly dashboard focused on the six metrics that matter
- Guidance on the difference between the finance-committee packet and the full-board packet
- A short section on how to talk about a bad month without triggering a governance crisis
You may not need this if: Your board finance conversations are clear and productive already.
$39
Buy — $39