Module 04 · Reporting
Three clicks to a board report. No spreadsheet.
Board, funder and member dashboards that stay live between reviews. The proof writes itself, in your colours, your voice, your numbers.
What's inside
Reporting for organisations that need to keep proving it.
Stakeholder dashboards
Different views for board, funders, members and the comms team. Same data, no exporting, no rebuilding the slide deck every quarter.
Renewal-ready evidence
Built for the BID ballot, the funder review and the chair's strategy day. Numbers and stories side by side, with a written narrative ready to copy.
Always-on, not quarterly
Your dashboard is live. Stakeholders self-serve through a branded link. You stop being the report bottleneck and reclaim a week per quarter.
Honest benchmarks
Compare your patch with anonymised peer DMOs, chambers or BIDs. We'd rather show context than inflate the average. (Peer benchmarks roll out as the cohort grows; new accounts start with your own baseline.)
Member amplification scoring
See which partners published, which spoke up, which stayed silent. Pair the data with a nudge, not a name-and-shame. (Requires the Newsroom module so we can attribute back to the submitting partner.)
Export anywhere
PDF for the board pack, CSV for the analyst, Looker Studio feed for the data team. Your data is yours.
How it works
Live dashboards, with a narrative.
Step 01
Plug in your goals
Coverage targets, share-of-voice ambitions, member-amplification ratios. We translate them into the metrics your funders actually ask about.
Step 02
Invite the audience
Board members, funders, partners, members. Each gets a branded link with only the view they need. No logins for them to forget.
Step 03
Let it run
Dashboards update daily. The renewal pack is one click in March, July and November. The narrative is pre-written; you just tweak it.
Outcomes
What teams report after two quarters.
5 days
saved per quarterly board pack
vs. manual reporting
3x
more partners publishing your stories
after 6 months
98%
of renewal-evidence questions answered without a follow-up email
in pilot cohort
In the workspace
The reports your board will actually read.
Reports
Performance report for Q1 2026.
Executive summary
↑ 100%
↑ 100%
↑ 100%
↑ +3.1%
Engagement trends
Opens per weekCommon questions
Reporting, common questions.
What if my board hates dashboards?+
They get a PDF. The dashboard exists for the comms team, not the board chair. The PDF is generated from the same data, in your brand, with a narrative pre-written.
Can funders see only their slice?+
Yes. Permissions are per-stakeholder. A funder sees only the activity they paid for. A partner sees their own coverage. The board sees the whole picture.
How does benchmarking work without exposing other clients?+
All peer data is anonymised and aggregated, never identifiable. You see 'top quartile DMOs in your size band published 4x more partner stories' rather than a specific organisation's numbers.
Do you support BID ballot reporting?+
Yes. There's a dedicated renewal-evidence pack for BIDs that maps coverage, share-of-voice and member sentiment to the questions the ballot actually asks.
Related modules
What pairs well with this.
Let's give your comms team a quieter Friday.
A 30-minute demo, tailored to your organisation. No slideware. We'll use your real partner list and show you what week one would actually look like.
Book a demoOr read the 30-day plan before you commit.