The challenge
When board members, leadership, or funders wanted to see program outcomes, they had two options: request a report and wait about a week, or wait for the next board meeting. Every request also pulled staff away from program work to assemble numbers.
What I built
A live outcomes dashboard connected directly to Salesforce:
- Public version for funders, partners, and the community, showing outcomes against goals
- Staff-only version behind Microsoft sign-in, with year-over-year comparisons built to stay accurate across a program-year definition change
- Data refreshed every 5 minutes, so the numbers always match the CRM
- Clear charts designed for board members and funders, not analysts
Results
- Outcomes went from a one-week wait to available anytime, on any device
- The board checks results in real time whenever it wants, not just at meetings
- No more one-off report requests landing on staff
- Visible impact motivates program staff: progress toward mission goals is on screen for everyone