{"id":26387,"date":"2025-02-20T11:41:51","date_gmt":"2025-02-20T11:41:51","guid":{"rendered":"https:\/\/www.board.com\/marketplace\/planning-forecasting-and-reporting-platform-not-profits\/"},"modified":"2025-04-08T08:53:41","modified_gmt":"2025-04-08T08:53:41","slug":"planning-forecasting-and-reporting-platform-not-profits","status":"publish","type":"solution","link":"https:\/\/www.board.com\/solutions-showcase\/planning-forecasting-and-reporting-platform-not-profits","title":{"rendered":"Planning, Forecasting, and Reporting Platform for Not-for-Profits"},"content":{"rendered":"\t\t<section id=\"block_ae98cb6b5ed066b6422940a1fb9769e0-\" class=\"block block--spc columns-block block-hero-solutions grid grid--2 bg-light-blue-50\">\n\t\t\t<div class=\"breadcrumb-bar bg-brand-pearl\">\n\t\t\t\t<div class=\"container\">\n\t\t\t\t\t\t\t\t\t\t\t\t<ul class=\"d-flex flex-wrap list-unstyled mb-0 breadcrumbs\">\n\t\t\t\t\t\t\t\t<li class=\"mb-0 d-flex\"><span><span><a href=\"https:\/\/www.board.com\/\">Home<\/a><\/span><\/span><\/li>\t\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t<\/div>\n\n\t\t\t<div class=\"container\">\n\t\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t<div class=\"column-content d-flex align-items-center\">\n\t\t\t\t\t\t<div class=\"hero-grad-left\">\n\t\t\t\t\t\t\t<div class=\"hero-grad-copy\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<span>A solution by Corporate Renaissance Group<\/span>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<h1 class=\"display-2\">Planning, Forecasting, and Reporting Platform for Not-for-Profits<\/h1>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"hero-grad-nav\">\n\t\t\t\t\t\t\t\t<a data-scroll-to=\".block-text-form\" href=\"#\" class=\"btn-link btn-link--blue mt-3\">\n\t\t\t\t\t\t\t\t\t<span>Talk to an expert<\/span>\n\t\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<div class=\"column-content text-start align-self-start\">\n\t\t\t\t\t\t<div class=\"hero-grad-right\">\n\t\t\t\t\t\t\t<img decoding=\"async\" class=\"hero-bubbles-bg\" src=\"https:\/\/www.board.com\/wp-content\/themes\/board\/assets\/images\/provisional\/bubbles.svg\" alt=\"Background image of bubbles in a variety of colours\"\/>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<a class=\"hero-solutions__logo\" href=\"https:\/\/www.board.com\/partner\/corporate-renaissance-group\">\n\t\t\t\t\t\t\t\t<img decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/capture_3.png\" alt=\"\"\/>\n\t\t\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>\n\t\t<\/section>\n\t\n\n\t<section id=\"block_07f0675d618a6f7853e168131bd051f4-1\" class=\"block block--spc columns-block \">\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\n\t<div id=\"block_6a8737293b44ac512db5363eec5b726b\" class=\"column-content   text-start align-self-start\">\n\t\t\n\n<p>By using an all-in-one performance management and business intelligence platform such as Board, NFPs can manage commitments while also planning utilization and sustainability for the future.<\/p>\n\n\n\n<p>As a Premier Board Partner with over 30 years of industry experience, CRGroup can help your organization facilitate planning for future projects while accurately reporting to donors and other key stakeholders. Using the tools available in Board, we can help your NFP better understand projects, business units, and fund usage in order to ensure transparency to donors and project funding sources.&nbsp;<\/p>\n\n\n\n<p>Using the industry-leading tools in Board, CRGroup can help to tackle the unique challenges faced by NFPs and enable:<\/p>\n\n\n\n<p>&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Real-time tracking of income streams<\/li>\n\n\n\n<li>Effective links between activities and outcomes\/projects<\/li>\n\n\n\n<li>Proper management of complex personnel calculation (union and non-union)<\/li>\n\n\n\n<li>Detailed cost-allocation based on headcounts and other drivers<\/li>\n\n\n\n<li>Customized workflows for unique project funding and funding transfers<\/li>\n\n\n\n<li>Alerting managers for new project submissions<\/li>\n\n\n\n<li>Easy-to-generate PDF reports for donors, trustees, and board members<\/li>\n<\/ul>\n\n\n\n<p>&nbsp;<\/p>\n\n\n\n<p>Get started today! Book your free consultation to learn how we can help transform your budgeting, planning &amp; reporting with Board.<\/p>\n\n\n\t<\/div>\n\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t\n\n\t<section id=\"block_6491ee8b0b1cfd579144b06c78357c88-2\" class=\"block block--spc image-gallery\">\n\t\t<div class=\"container\">\n\n\t\t\t\n\t\t\t\t<div class=\"swiper gallery-main\">\n\t\t\t\t\t<div class=\"swiper-wrapper\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<div class=\"image-wrapper\">\n\t\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/crg-2-1.png\"\n\t\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<p>HR Snapshot: This provides a quick overview of various HR statistics being used within the model. As an international organization this provides great statistical insight for staffing, gender rates, and more at the click of a button. Great for executives for snapshot overview with more information if required.<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<div class=\"image-wrapper\">\n\t\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/crg-2-2.png\"\n\t\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<p>Forecast vs Budget Dashboards: Provides easy to view snapshot of indirect, pure program, and management costs. At varying user levels, can view whether they are over or under budget at any given time and their projects spend based on forecast. Of course this is drillable into varying levels of detail for further analysis. Quick overview gives executives oversight internationally for varying spend types.<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<div class=\"image-wrapper\">\n\t\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/crg-2-3.png\"\n\t\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<p>General Program\/Project Expenses: Allow program\/project heads to plan their budgets for the year, track their performance against targets and provide variance comments. In addition, as the year progresses allow them to reforecast the program\/project spend based on changes in when the expense is expected to be incurred.<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<div class=\"image-wrapper\">\n\t\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/crg-2-4.png\"\n\t\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<p>Contract\/Professional Services: NFPs\/NGOs often rely on outside professional services to help deliver projects. Funders\/Donors require reporting on detailed work plans and tracking that spend. Leveraging templates designed for such arrangements, allow for selecting vendors, method of spend (variable or fixed), setting units (e.g. hours, days, etc.) and the rate (e.g. hourly, daily, etc.), as well as the description of the services being procured.<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<div class=\"image-wrapper\">\n\t\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/crg-2-5.png\"\n\t\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<p>Travel Planning: The nature of the work performed by NFPs\/NGOs can require travel, visiting sites, attending conferences\/presentations, etc. To help plan out that process, your team can use travel templates to plan the trips, location, duration, and number of attendees. Along with that, refer to global rates for nightly accommodations, flights\/train, car rentals, and per diems.<\/p>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\t<div class=\"swiper gallery-thumbs\">\n\t\t\t\t\t<div class=\"swiper-wrapper\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/crg-2-1-480x270.png\"\n\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/crg-2-2-480x270.png\"\n\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/crg-2-3-480x197.png\"\n\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/crg-2-4-480x206.png\"\n\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t\t\t<div class=\"swiper-slide\">\n\t\t\t\t\t\t\t\t<img \n\t\t\t\t\t\t\t\t\tsrc=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/crg-2-5-480x290.png\"\n\t\t\t\t\t\t\t\t\talt=\"image description\"\n\t\t\t\t\t\t\t\t\tloading=\"lazy\"\n\t\t\t\t\t\t\t\t>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\n\t\t\t\t\t<div class=\"swiper-controls\">\n\t\t\t\t\t\t<div class=\"swiper-buttons\">\n\t\t\t\t\t\t\t<button class=\"gallery-thumbs-prev swiper-arrow swiper-arrow--prev\">\n\t\t\t\t\t\t\t\t<span class=\"visually-hidden\">Previous Slide<\/span>\n\t\t\t\t\t\t\t\t<span class=\"ico icon-chevron-right\" aria-hidden=\"true\"><\/span>\n\t\t\t\t\t\t\t<\/button>\n\n\t\t\t\t\t\t\t<button class=\"gallery-thumbs-next swiper-arrow swiper-arrow--next\">\n\t\t\t\t\t\t\t\t<span class=\"visually-hidden\">Next Slide<\/span>\n\t\t\t\t\t\t\t\t<span class=\"ico icon-chevron-right\" aria-hidden=\"true\"><\/span>\n\t\t\t\t\t\t\t<\/button>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\t<\/section>\n\t\n\n\t<section id=\"block_4e6724ab7c7848b94d7c9b7b4ba94dbd-3\" class=\"block block--spc columns-block block-text-form bg-web-gradient-light\">\n\t\t<div class=\"container position-relative\">\n\t\t\t<div class=\"columns-block-row\">\n\t\t\t\t\t\t\t\t\n\t<div class=\"column-content \">\n\t\t\n\n<h3 class=\"wp-block-heading\" style=\"font-size:clamp(27.894px, 1.743rem + ((1vw - 3.2px) * 1.571), 48px);font-weight:900\">Want to see this solution in action?<\/h3>\n\n\n\n<p>Complete the form and our specialists will be in touch.<\/p>\n\n\t\n\t<\/div>\n\t\n\n\t<div class=\"column-content container \">\n\t\t\n\n\n<div style=\"position: relative; z-index: 0;\" class=\"wp-block-boardflow-marketo-board-marketo-form\">\n\n      <div class=\"form-wrapper\">\n    \n    <div class=\"form-renderer-wrapper\">\n\n      \n        \n        <div class=\"mktoForm\" aria-disabled=\"true\" data-init=\"marketo-form\" data-marketo=\"4093\" data-success-label=\"Thank you\" data-success-detail-label=\"A member of the team will reach out soon\" data-tracking-category=\"demo-request\" data-additional-params=\"freefield2: 26387|formType:demo-request\" data-submit-loading-label=\"Just a moment...\" data-on-variant-reset-load=\"boardflow_marketo_form_on_variant_reset_load\">\n          <div class=\"mktoFormRow\">\n            <div class=\"mktoFieldDescriptor mktoFormCol\">\n\t<div class=\"mktoOffset\"><\/div>\n\t<div class=\"mktoFieldWrap\">\n\t\t<div class=\"mktoLabel mktoHasWidth\">\n\t\t\t&nbsp;\n\t\t<\/div>\n\t\t<div class=\"mktoGutter mktoHasWidth\"><\/div>\n\t\t<div class=\"mktoField placeholder-wave\">\n\t\t\t<div class=\"placeholder\">&nbsp;<\/div>\n\t\t<\/div>\n\t\t<span class=\"mktoInstruction\"><\/span>\n\t\t<div class=\"mktoClear\"><\/div>\n\t<\/div>\n\t<div class=\"mktoClear\"><\/div>\n<\/div>          <\/div>\n          <div class=\"mktoFormRow\">\n            <div class=\"mktoFieldDescriptor mktoFormCol\">\n\t<div class=\"mktoOffset\"><\/div>\n\t<div class=\"mktoFieldWrap\">\n\t\t<div class=\"mktoLabel mktoHasWidth\">\n\t\t\t&nbsp;\n\t\t<\/div>\n\t\t<div class=\"mktoGutter mktoHasWidth\"><\/div>\n\t\t<div class=\"mktoField placeholder-wave\">\n\t\t\t<div class=\"placeholder\">&nbsp;<\/div>\n\t\t<\/div>\n\t\t<span class=\"mktoInstruction\"><\/span>\n\t\t<div class=\"mktoClear\"><\/div>\n\t<\/div>\n\t<div class=\"mktoClear\"><\/div>\n<\/div>         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class=\"mktoClear\"><\/div>\n\t<\/div>\n\t<div class=\"mktoClear\"><\/div>\n<\/div>          <\/div>\n\n          <div class=\"mktoFormRow full-width mb-3\">\n            <div class=\"mktoFieldDescriptor mktoFormCol\">\n              <div class=\"mktoOffset\"><\/div>\n              <div class=\"mktoFieldWrap mktoRequiredField placeholder-wave\">\n                <span class=\"placeholder w-75\">&nbsp;<\/span>\n                <div class=\"mktoGutter mktoHasWidth\"><\/div>\n                <div class=\"mktoClear\"><\/div>\n              <\/div>\n              <div class=\"mktoClear\"><\/div>\n            <\/div>\n\n          <\/div>\n\n          <div class=\"mktoButtonRow\">\n            <span class=\"mktoButtonWrap mktoSimple placeholder-wave\">\n              <button disabled type=\"submit\" class=\"mktoButton placeholder rounded-pill bg-blue\">&nbsp;<\/button>\n            <\/span>\n          <\/div>\n        <\/div>\n\n          <\/div>\n\n        <\/div>\n  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src=\"https:\/\/www.board.com\/wp-content\/uploads\/2025\/02\/logo_bdg_black.svg\" alt=\"Better Decisions Group company logo\" loading=\"lazy\" class=\"card-partner-logo\" \/>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"card-body\">\n\t\t\t<h2 class=\"card-title\">Integrated Workforce Planning and People Insights<\/h2>\n\t\t\t<a aria-label=\"Explore the solution\" href=\"https:\/\/www.board.com\/solutions-showcase\/integrated-workforce-planning-and-people-insights\" class=\"full-link full-link__marketplace\"><\/a>\n\n\t\t\t<a href=\"https:\/\/www.board.com\/solutions-showcase\/integrated-workforce-planning-and-people-insights\" class=\"btn-link btn-link--primary btn-link--arrow\">\n\t\t\t\t<img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.board.com\/wp-content\/themes\/board\/assets\/images\/icons\/lightbulb.svg\" alt=\"\" height=\"22\" width=\"22\">\n\t\t\t\t<span>Explore the solution<\/span>\n\t\t\t\t<span class=\"ico icon-chevron-right\" 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Board can do for you.<\/h2>\n\n\n\n<p>Get a tour of the Enterprise Planning Platform in action.<\/p>\n\n\t\n\t<\/div>\n\t\n\n\t<div class=\"column-content \">\n\t\t\n\t\t<a href=\"https:\/\/www.board.com\/request-demo\" class=\"btn-link btn-link--white\"  target=\"\"\t\t\t>\n\t\t\t<span>Talk to an expert<\/span>\n\t\t<\/a>\n\t\n\t\n\t<\/div>\n\t\n\n\t\t\t<\/div>\n\t\t<\/div>\n\t<\/section>\n\n\t","protected":false},"author":1,"featured_media":26388,"template":"","solution-domain":[],"solution-industry":[954],"department":[350,447],"line_of_business":[],"class_list":["post-26387","solution","type-solution","status-publish","has-post-thumbnail","hentry","solution-industry-charities-non-profits","department-finance","department-hr"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v25.0 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Corporate Renaissance Group - Not-For-Profit (NFP)<\/title>\n<meta name=\"description\" content=\"The success of any 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