Not for Profit Template

Overview

The Not-For-Profit template combines some of the key metrics not-for-profits should focus on. These metrics are included on the Not-For-Profit Metrics page in Spotlight. To make the most of the template, you will need to:

Source non-financial data
Assign specific report codes to key accounts
Evaluate the formulas and customise using the formula builder if necessary. Some businesses may measure these metrics differently due to seasonality, setup of accounts or other factors.

Non-financial data required

Most not-for-profit metrics require financial and non-financial data. Therefore, you will need to collate and enter the following non-financial information into Spotlight:

Total Customers (Donors)
New Customers (Donors)

You can manually enter the data into the non-financial tab under Customise Data.

Assign specific report codes to key accounts

Most report codes needed for the template are automatically assigned by Spotlight. However, for the metrics to calculate correctly you may need to assign some report codes manually. To do this, open Customise Data and locate the following accounts, then to assign the specified report code click the report code button:

Recurring Revenue - REV.TRA.REC (Revenue > Trading revenue > Recurring Revenue)
Wages and salaries - EXP.WAG (Expenses > Wages and Salaries)
Income Tax Expense - EXP.TAX (Expenses > Income Tax Expense)