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The board meeting is next week. Your data’s everywhere. Here’s the fix.
Every nonprofit knows that board reports take time. You gather numbers from donation platforms, pull contact data from your CRM, export campaign results from email, and then try to make everything look consistent before the meeting. It can feel like an entire project just to get your board what they need.
The good news is that HubSpot can make this process a lot easier.
In this quick walkthrough, Dan shows you how to build a board reporting dashboard that pulls real metrics directly from HubSpot.
You’ll see how to combine donations, engagement stats, and campaign results into one clean layout. You’ll also see how to export that dashboard as a PDF you can share, no extra tools or purchases required.
In 5 minutes, you’ll learn:
- How to build a board dashboard in HubSpot
Choose the right reports and design a layout that tells a clear story. - How to track giving and engagement together
Combine donor activity, campaign results, and retention data in one place.
- How to customize and annotate your charts
Add context so board members understand what each metric means. - How to automate monthly report delivery
Send yourself a clean PDF version on schedule, ready to forward to your board. - How to save time and reduce confusion
Spend less time gathering data and more time focusing on impact.
Who Should Watch
- Fundraising and development leaders
- CRM administrators and operations staff
- Executive directors preparing for board meetings
- Nonprofits ready to simplify reporting
What You’ll Walk Away With
A quick, practical guide to creating automated board reports in HubSpot. You’ll understand how to connect data sources, build dashboards that make sense, and share clean, professional results every month.
Want to talk HubSpot for your nonprofit?
Watch now to see how HubSpot takes the pain out of monthly board reporting.
Dan works with organizations to turn HubSpot into a practical, people-first engine for growth. A storyteller and educator at heart, he’s passionate about using tech to foster trust, build connection, and spread a little more love along the way.