Reporting Dashboards for Development Teams
Nonprofit development teams are expected to report on everything, from donor activity and campaign performance to fundraising goals and team progress. But when information is scattered across spreadsheets and disconnected systems, producing accurate reports can take more time than using them to make decisions.
In this Nonprofit HUG session, Jeremy Donovan of Family First shares practical insights into how development teams can build cleaner, more useful reporting dashboards inside HubSpot. The session explores how nonprofits can organize their data, improve visibility across departments, and give fundraising and leadership teams access to information they can act on.
Whether you’re preparing reports for development staff, executive leadership, or board meetings, this conversation will help you create dashboards that are easier to maintain and more valuable for decision-making.
You'll learn:
How to structure fundraising dashboards in HubSpot
Explore practical ways to organize reports so development teams can quickly understand fundraising activity, performance, and progress toward their goals.
Which reports development teams can use
See examples of reports that help nonprofits track donor engagement, campaign results, team activity, and other important fundraising metrics.
How to organize data for more accurate reporting
Learn why clean, consistent data is essential for trustworthy reports and how thoughtful data organization can improve dashboard accuracy.
How to reduce manual reporting work
Discover ways to replace repetitive spreadsheet updates with centralized HubSpot reports that are easier to maintain and reference.
How to build dashboards leadership teams will use
Learn how to present relevant information clearly so executive leaders and board members can understand performance and make informed decisions.
How reporting supports team alignment
Understand how shared dashboards can give fundraising, marketing, and leadership teams greater visibility into priorities, results, and opportunities.
Who Should Watch
- Nonprofit development and fundraising teams
- Development directors
- Executive directors and nonprofit leaders
- Marketing and communications teams
- Donor relations and stewardship teams
- CRM and database administrators
- Marketing operations and RevOps teams
- Campaign managers
- Board reporting teams
- HubSpot users
What You'll Walk Away With
A stronger understanding of how nonprofit development teams can use HubSpot dashboards to track fundraising performance, donor activity, campaign results, and team progress in one centralized place.
You’ll also gain practical ideas for organizing your data, selecting useful reports, reducing spreadsheet work, and creating dashboards that fundraising teams and organizational leaders can reference regularly. These strategies can help your organization spend less time assembling reports and more time using its data to guide decisions.
Watch now to learn how your development team can turn HubSpot data into clearer, more actionable reporting.
Featured Speakers
Jeremy is a Marketing Operations leader who builds systems that help teams across Family First work smarter and grow. He has been with the organization since 2011 and has served as its HubSpot administrator since 2017. Today, he leads a Marketing Operations team supporting multiple business units and a CRM containing more than 700,000 contacts across Family First’s brands.