The best nonprofit dashboard template for most NGOs in 2026 is the Nonprofit Fundraising Dashboard in Excel ($17.99): five interactive pages cover campaigns, donors, programs and regions, and one click refreshes every chart. For shared team access at the lowest price, the Google Sheets edition costs $9.99. Six more ranked picks follow.
Last updated: September 2026
Key takeaways
- Best overall nonprofit dashboard template: the Nonprofit Fundraising Dashboard in Excel at $17.99, with Overview, Campaign, Donor, Program and Regional pages.
- Best value: the Nonprofit Fundraising Dashboard in Google Sheets at $9.99 — the same five-page idea, shareable in any browser.
- All eight templates are one-time purchases between $9.99 and $17.99; a donor CRM subscription commonly costs $50–$150+ every month.
- Four formats are covered — Excel, Google Sheets, Power BI and HTML — so you can match the tool your staff already use.
- Sector donor retention sits in the low-to-mid 40% range; every dashboard here surfaces the donor and fulfillment numbers you need to improve it.
Nonprofit and NGO templates compared
| Template | Format | Best For | Price |
|---|---|---|---|
| Nonprofit Fundraising Dashboard | Excel | Best overall — campaign, donor, program & region analysis | $17.99 |
| Nonprofit Fundraising Dashboard | Power BI | Larger NGOs with thousands of gifts and board reporting | $17.99 |
| Nonprofit Fundraising Dashboard | Google Sheets | Best value — shared access for staff & volunteers | $9.99 |
| Nonprofit Fundraising Dashboard | HTML | Browser dashboard with no software to install | $12.99 |
| Charity Fundraising KPI Dashboard | Excel | Tracking donations against fundraising goals | $12.99 |
| Charity Fundraising KPI Scorecard | Excel | Monthly MTD/YTD target-vs-actual scorecard | $12.99 |
| Charity Fundraising KPI Dashboard | Google Sheets | Small charities reporting KPIs vs target & last year | $9.99 |
| Charity Fundraising KPI Dashboard | Power BI | Event-heavy fundraising: galas, auctions, campaigns | $11.99 |
How we picked these nonprofit dashboard templates
We searched the full NextGenTemplates catalogue — several thousand published Excel, Google Sheets, Power BI and HTML products — for nonprofit, NGO, charity, donor and fundraising tools, then kept the eight that a development team would actually use every month. Every pick had to work from a real data sheet of gifts, show genuine fundraising KPIs (not decorative charts) and be editable without a consultant.
We excluded generic “finance” dashboards with no donor logic, free files that stop at an empty table, and single-chart downloads that duplicate a page already inside the dashboards below. Prices are the current one-time list prices on each product page. For sector benchmarks we lean on the Fundraising Effectiveness Project from the Association of Fundraising Professionals, which tracks donor retention across thousands of US nonprofits.
Why NGOs need a nonprofit dashboard template in the first place
Most small and mid-sized nonprofits keep gifts in three places at once: an online-giving export, a spreadsheet of cheques and pledges, and an event list. The development lead spends two days before every board meeting stitching them together, and by the time the numbers are ready they are already a month old.
The usual fix is a donor CRM. Bloomerang, DonorPerfect, Little Green Light and Salesforce Nonprofit Cloud are all good products, but they are subscriptions: expect roughly $50 to $150 or more per month once your database grows, plus setup time. A nonprofit dashboard template sits one layer above that. It does not replace your record-keeping — it turns the data you already have into a board-ready view for a one-time $9.99–$17.99.
The payoff is not just time. A good nonprofit dashboard template makes the numbers that matter impossible to ignore. When pledged-versus-fulfilled, retention and cost to acquire a donor are visible every month, you catch a lapsing major donor or a campaign that raised less than it cost while there is still time to act.
The 8 best nonprofit and NGO templates for 2026
1. Nonprofit Fundraising Dashboard in Excel — best overall
This is the most complete nonprofit dashboard template in the roundup, which is why it ranks first. Seven worksheets — five interactive dashboard pages plus a Data sheet and a Support sheet of pivot tables — give a development team one place to answer “how are we doing?” by campaign, donor, program and region.
Who it is for: development directors, fundraising coordinators and finance leads at NGOs that already work in Excel and report to a board every month or quarter.
- Five KPI cards: Total Donations, Total Fulfilled, Total Pledged, Total Records and Fulfillment %.
- Campaign Analysis by campaign, donation channel and month; Donor Insights by donor type, payment method, acquisition cost and recurring pattern.
- Program Analysis showing which programs attract funding and where fulfillment gaps sit; Regional Performance comparing fulfilled vs pledged and average donor rating.
- Slicers that filter every page by campaign, region, donor type or period, and a single refresh that updates all pivots.
Concrete uses: see that a year-end appeal pledged $180,000 but has only 72% fulfilled, and chase the gap before 31 December; compare what it costs to acquire a donor through events versus online; and show the board which program is under-funded relative to its budget. Price: $17.99. Get the Nonprofit Fundraising Dashboard in Excel →
Best for: the NGO that wants one complete Excel view of campaigns, donors, programs and regions.
2. Nonprofit Fundraising Dashboard in Power BI
The same five-page structure, rebuilt for Power BI. Once your gift history runs into thousands of rows, or several regional offices feed one report, the Power BI model handles the volume and gives the board drill-down that a workbook cannot.
Who it is for: larger NGOs, federations and foundations with a data-minded staff member, and anyone presenting fundraising results to trustees on a screen.
- KPI cards for Total Donations, Total Fulfilled, Total Pledged and Total Records, plus Fulfillment % and Average Donor Rating.
- Campaign Analysis: records vs completed donations by campaign, average donation per record, donations by channel and records by month.
- Donor, Program and Regional pages with slicers for campaign, region, date and donor type.
- A ready-to-use .pbix file that opens in the free Power BI Desktop.
Concrete uses: filter a 12,000-gift history to one region and one donor type in two clicks; show trustees which channel produced the highest average gift; and replace a 20-slide board pack with one live report. Price: $17.99. See the Nonprofit Fundraising Dashboard in Power BI →
Best for: NGOs whose data has outgrown a spreadsheet and who want a nonprofit dashboard template built for board presentations.
3. Nonprofit Fundraising Dashboard in Google Sheets — best value
At $9.99 this is the best value in the list. It runs entirely in Google Sheets, so staff, volunteers and treasurers can all open the same live file from any browser — no installs, no licences.
Who it is for: small nonprofits, community groups and volunteer-run charities on Google Workspace (often free through Google for Nonprofits).
- KPI cards for Total Donations, Total Donors, Average Donation, Recurring Rate and Completion Rate.
- Donor Analysis by donor type and region; Campaign Analysis by campaign, channel and designation.
- Revenue Trends with monthly revenue, donor counts and payment-method breakdowns.
- A Search page that pulls up any donation record by Donation ID.
Concrete uses: let a volunteer treasurer look up a donor’s gift during a phone call; watch the recurring rate climb after launching a monthly-giving programme; and share a view-only link with the board chair instead of emailing attachments. Price: $9.99. Get the Nonprofit Fundraising Dashboard in Google Sheets →
Best for: the small, volunteer-heavy charity that needs shared access at the lowest cost.
Not sure which format to start with? Most NGOs start with the Nonprofit Fundraising Dashboard in Excel ($17.99). If your team lives in Google Workspace, the Google Sheets edition ($9.99) is the lowest-cost way to put one nonprofit dashboard template in front of everyone.
4. Nonprofit Fundraising Dashboard in HTML
A browser-based dashboard that looks like a SaaS product without the subscription. You open the HTML file, upload your Excel data and explore five pages with sidebar navigation — nothing to install and nothing to host.
Who it is for: development officers and grant coordinators who want a polished, modern dashboard to present, but do not use Power BI.
- Six KPI cards: Total Raised, Total Donors, Average Gift, Fulfillment Rate, Recurring Donors and Average Cost to Acquire.
- 15+ charts, including monthly donation trend, donations by program area, raised by campaign and donor-type mix.
- Campaign Performance, Donor Insights, and Regional & Time pages, with slicers by program area, channel and donor type.
- A Data View with search, sort, pagination and CSV export.
Concrete uses: present live results at a trustee meeting straight from a laptop browser; export a filtered CSV of top donors for a thank-you call list; and check fulfillment by region each quarter. Price: $12.99. See the Nonprofit Fundraising Dashboard in HTML →
Best for: teams that want a modern, app-style dashboard with zero software.
5. Charity Fundraising KPI Dashboard in Excel
A focused Excel dashboard built around one question: are we on track to hit this year’s fundraising goal? It compares actual donations with targets and tracks where money comes from and how engaged donors are.
Who it is for: charities running one or two big appeals a year that need a clear goal-tracking view rather than deep multi-page analysis.
- Total donations, donation sources and average donation amount.
- Progress against fundraising goals, so a shortfall is visible early.
- Donor participation and retention insights.
- Customisable metrics for your own campaign goals.
Concrete uses: track a $50,000 capital appeal week by week against its target; see which sources — events, online, direct mail — are carrying the campaign; and spot a drop in repeat donors before year end. Price: $12.99. Get the Charity Fundraising KPI Dashboard in Excel →
Best for: goal-driven appeals where “are we on target?” is the main question.
6. Charity Fundraising KPI Scorecard in Excel
A disciplined monthly scorecard rather than an exploratory dashboard. You set targets once, enter actuals each month, and colour-coded visuals show which KPIs were met and which were missed, month-to-date and year-to-date.
Who it is for: executive directors and boards who want a one-page performance review against agreed targets every month.
- Up to 10 KPIs such as Donor Retention %, Average Gift Size and Total Donations Raised.
- Month selector with MTD and YTD summaries and green/red target indicators.
- Trend sheet with previous-year comparison for each KPI.
- A definitions sheet giving each KPI’s formula, unit and type (upper-the-better or lower-the-better).
Concrete uses: agree ten fundraising targets with the board in January and review them in five minutes each month; show that donor retention moved from 41% to 46% against last year; and give new staff the definitions sheet so “retention” is measured the same way by everyone. Price: $12.99. See the Charity Fundraising KPI Scorecard →
Best for: boards that run a formal target-vs-actual review every month.
7. Charity Fundraising KPI Dashboard in Google Sheets
The Google Sheets version of the KPI approach. A month selector repaints the dashboard with MTD and YTD actuals, targets and previous-year numbers, and up/down arrows flag the direction of each KPI.
Who it is for: small nonprofits, NGOs and church fundraisers who want a KPI report the whole committee can open in a browser.
- Total Donations, Donor Retention and Fundraising ROI, among other KPIs.
- MTD, YTD and previous-year views with actual-vs-target comparison.
- KPI Trend sheet with a KPI drop-down and full metadata (group, unit, type, formula, definition).
- Simple Actual Numbers and Target sheets — enter values and charts update.
Concrete uses: report fundraising ROI to the finance committee monthly; compare this December appeal with last December’s; and let each committee member check progress without asking for an updated file. Price: $9.99. Get the Charity Fundraising KPI Dashboard in Google Sheets →
Best for: committee-run charities that report KPIs against target in Google Sheets.
8. Charity Fundraising KPI Dashboard in Power BI
A Power BI KPI dashboard with a strong events angle. Alongside donations and campaign progress, it measures how fundraising events — galas, auctions and online campaigns — perform on attendance, money raised and return.
Who it is for: charities where events drive a large share of income and the team wants interactive reporting on them.
- Donation tracking by campaign and event.
- Donor engagement and retention measures.
- Event performance and ROI, plus campaign progress against targets.
- Donor demographics such as location and donation frequency.
Concrete uses: prove that the spring gala returned $4 for every $1 spent while the auction barely broke even; compare donor frequency by location; and track three concurrent campaigns against their targets in one report. Price: $11.99. See the Charity Fundraising KPI Dashboard in Power BI →
Best for: event-heavy fundraising teams using Power BI.
The nonprofit KPIs every dashboard should show
Whichever nonprofit dashboard template you choose, check that it gives you these numbers — they explain almost every change in income:
| KPI | Formula | Healthy range |
|---|---|---|
| Donor retention rate | Donors who gave this year and last year ÷ donors last year | Above 45% overall; first-year donors often near 20% |
| Pledge fulfillment rate | Total fulfilled ÷ total pledged | 90%+ for a well-managed pledge book |
| Average gift | Total raised ÷ number of gifts | Track the trend — rising is the goal |
| Recurring-donor share | Recurring donors ÷ total donors | Growing year on year |
| Cost to raise a dollar | Fundraising expenses ÷ contributions raised | Below $0.35 (BBB Wise Giving Alliance standard) |
| Cost to acquire a donor | Acquisition spend ÷ new donors | Lower than first-year average gift × expected years retained |
The BBB Wise Giving Alliance standards set the widely quoted limit that fundraising costs should not exceed 35% of related contributions. If you want deeper KPI definitions for the back office, our guides to payroll KPIs, profitability KPIs and procurement KPIs cover the formulas an NGO finance team also reports.
How to choose the right nonprofit dashboard template
Match the nonprofit dashboard template to two things: the software your team already uses and the question you most need answered.
- You want the fullest analysis in Excel: the Nonprofit Fundraising Dashboard in Excel ($17.99).
- Staff and volunteers need shared access: the Nonprofit Fundraising Dashboard in Google Sheets ($9.99), or the Charity KPI Dashboard in Google Sheets ($9.99) for a target-driven view.
- You have thousands of gifts or several offices: the Power BI edition ($17.99); choose the Charity KPI Dashboard in Power BI ($11.99) if events drive your income.
- You want a modern look with no software: the HTML dashboard ($12.99).
- Your board reviews targets monthly: the Charity KPI Scorecard ($12.99) or the goal-focused Charity KPI Dashboard in Excel ($12.99).
Comparing formats more broadly? Our roundup of shareable Google Sheets templates for teams, the list of premium Power BI templates under $20 and our Power BI dashboard templates ranked by industry show the trade-offs across sectors.
When a nonprofit template is NOT the right answer
A dashboard is a reporting layer, not a system of record. Be honest about where a nonprofit dashboard template stops:
- You need gift receipts, mailings and online donation processing. That is donor CRM territory — Bloomerang, DonorPerfect, Little Green Light or Salesforce Nonprofit Cloud. Use the dashboard on top of a CRM export, not instead of it.
- You manage restricted funds and statutory accounts. Fund accounting, audit trails and Form 990 or charity-commission returns belong in accounting software built for nonprofits.
- You run complex grants with many deadlines and reporting rules. The program pages help with funder updates, but a grant-management tool handles compliance.
- You need many people entering gifts at the same time with permissions. Google Sheets copes with light collaboration; high-volume, multi-user data entry needs dedicated software.
- You store sensitive donor data at scale. Keep personal data in a secure system and use the templates for aggregated KPIs.
If none of those apply — and for most small and mid-sized NGOs they do not — a template is the faster, cheaper and more flexible choice, and you can graduate to a CRM later.
Frequently asked questions
What is a nonprofit dashboard template?
A nonprofit dashboard template is a pre-built Excel, Google Sheets, Power BI or HTML file that turns donation, donor and campaign records into KPI cards and charts automatically. You replace the sample data with your own gifts, and the dashboard shows totals raised, fulfillment, donor mix and campaign results without building reports by hand.
How much does a nonprofit dashboard template cost?
The eight templates in this guide cost between $9.99 and $17.99 as one-time purchases. Donor management platforms such as Bloomerang, DonorPerfect or Little Green Light are subscriptions that commonly run from roughly $50 to well over $100 a month, so a template costs less than a single month of software.
Which format is best for an NGO: Excel, Google Sheets, Power BI or HTML?
Pick Google Sheets when staff and volunteers need shared browser access, Excel when one finance or development lead owns a monthly report, Power BI when you have thousands of gifts and want drill-down for the board, and HTML when you want a polished browser dashboard without installing any software.
What KPIs should a nonprofit fundraising dashboard track?
Track total raised, number of donors, average gift, donor retention rate, recurring-donor share, pledge fulfillment rate, cost to acquire a donor and results by campaign, channel and program. Those eight numbers explain almost every change in revenue and show the board where next year's money will come from.
What is a good donor retention rate for a nonprofit?
Sector-wide donor retention has hovered in the low-to-mid 40% range for years according to the Fundraising Effectiveness Project, and first-time donor retention is usually far lower, often around 20%. Treat anything above 45% overall as healthy, and watch first-year donors most closely.
Can these templates replace a donor CRM?
No. These templates are a reporting layer, not a system of record. They do not send gift receipts, manage mailing lists, store communication history or process online donations. Use them on top of a CRM export, or on their own if you are a small organisation with a few hundred gifts a year.
Can I use a nonprofit dashboard template for grant reporting?
Partly. The Program Analysis pages show donations and fulfillment by program area, which helps with funder updates. They are not grant-management tools, so deadlines, restricted-fund balances and reporting requirements for each grant still need a separate tracker or fund-accounting software.
Do I need Power BI Pro to use the Power BI templates?
No. Both Power BI templates are .pbix files that open in the free Power BI Desktop application. You only need a paid Power BI licence if you want to publish the report to the Power BI service and share it online with colleagues or board members.
Can I add my charity's logo and change the KPIs?
Yes. Every file is fully editable. You can swap the logo, rename campaigns and programs, recolour charts to match your brand and, in the scorecard templates, add or remove KPIs with their own targets. None of the files are locked or password protected.
How do I get started after buying?
Download the file, open the Data sheet, and replace the sample records with your own donations using the same columns. Refresh the pivot tables or the Power BI model, check the KPI cards against a total you already trust, then share the dashboard with your team or board.
Get more nonprofit and NGO templates
Ready to give your board a clearer picture? Start with our best overall nonprofit dashboard template, the Nonprofit Fundraising Dashboard in Excel ($17.99), or the best-value Google Sheets edition ($9.99). Every option above is a one-time purchase between $9.99 and $17.99 — less than one month of most donor CRMs.
Running a church or faith-based ministry? Our church management Excel template roundup ranks six church finance dashboards for tithes, offerings, funds and departments.
Running other operations too? See our training KPI dashboards for volunteer and staff development, marketing KPI dashboard templates for campaign outreach, inventory KPIs for food banks and aid stores, energy KPIs for facilities, and the 25 best-selling business templates. Subscribe to the NextGenTemplates YouTube channel for setup tutorials.









