Donation trends
Monthly contribution volume by source.
San Antonio dashboards and analytics help
Turn scattered records into dashboards people can actually use.
Schoedel Design helps organizations set up dashboards for data analytics, financial analytics, CRM reporting, sales, donations, training activity, program tracking, and operational visibility.
Ask about dashboardsSample analytics view
Community impact overview
Year-to-date performance, financial health, and program activity.FY 2026
Total donations $248.5K +12.5% vs last year
Active volunteers 342 +8.0% vs last month
People reached 12,450 +24.0% vs last year
Program efficiency 86% -2.0% admin overhead
Expense allocation
How resources are distributed across the organization.
Financial analytics
Dashboards for revenue, expenses, payments, donations, subscriptions, invoices, and financial trends.
Operational reporting
Views of work volume, follow-up, forms, client or donor activity, program metrics, and staff handoffs.
Cleaner source data
Review the spreadsheets, databases, CRM fields, forms, and exports that feed the reports.
Visibility from the systems you already use
We are not a software vendor. The most useful dashboards are built from the records, CRM fields, spreadsheets, and financial data you already have, organized so leaders can see what is working without chasing reports. When a piece is genuinely missing, we build it.
Ask about dashboardsWhat a dashboard project can include
Financial dashboards for revenue, expenses, payments, and cash flow.
Sales and pipeline views pulled directly from your CRM.
Donation and fundraising tracking for nonprofits.
Program, training, and operational activity reports.
Cleanup of the spreadsheets, forms, and exports that feed the numbers.
Tools like Looker Studio, Power BI, and connected data sources.
Common questions
Do we need a new analytics tool?
Often not. Many dashboards can be built from the CRM, spreadsheets, and financial systems you already use. We recommend a new tool only when it is genuinely needed.
Where does the data come from?
From your existing records: CRM fields, payment systems, forms, exports, and databases. Part of the work is making that source data clean and consistent.
Who maintains the dashboard afterward?
We can hand it off with documentation, stay on for monthly upkeep, or both. The goal is a report your team can trust without chasing spreadsheets.