Still turning back-office exports into funder reports by hand?
If your NFP's case-management or back-office system holds the data, but every reporting cycle still means exports, spreadsheets and rebuilt dashboards, this calculator helps size the admin cost and the value of an automated reporting layer.
The bottleneck
Your source system can keep doing the operational work. The opportunity is the layer around it: extracting the data, cleaning it, and refreshing the report packs staff currently rebuild by hand.
- Pull data from existing exports or reporting views.
- Clean and reshape it into reporting-ready datasets.
- Refresh dashboards without starting from scratch each cycle.
Size the reporting admin load
What the manual layer is costing
Illustration only: assumes the same workload and hourly cost each year. It does not estimate automation fees, savings or a return on investment.
Direct annual reporting cost
$0
4 funders x 40 hrs x 2 cycles x $75/hr
5-year cumulative cost
$0
Total spend on manual reporting over 5 years
Illustrative cumulative staff cost
Want us to sanity-check your reporting workflow?
Tell us the system you report from and the funder report that takes the most effort. We'll reply with whether automation is likely practical and what a small first sprint could look like.
Email the reporting workflow