Data Analytics Software for Nonprofits: 5 Quarterly Reports to Pull
Nonprofits collect valuable information through everyday transactions, customer interactions, events, and inventory activity. However, that information is most useful when it is reviewed regularly and turned into action.
Using data analytics software for nonprofits can help your organization recognize trends, make informed decisions, and identify opportunities that may otherwise be overlooked. Quarterly reporting provides enough time to identify meaningful patterns while still allowing your team to respond before the end of the year.
As part of your quarterly review, consider pulling these five reports in TAM.
1. Event Analysis
The Event Analysis report provides a session by session view of your organization’s ticketed events. It displays ticket and wheelchair capacity, the number of tickets sold, percentage sold, and revenue for each session.
Reviewing this report quarterly can help your team identify which events and time slots attract the most interest. You can compare attendance across sessions, recognize programs that consistently reach capacity, and identify events that may need additional promotion.
Use the results to guide decisions about scheduling, capacity, pricing, marketing, and whether an event should be offered again.
2. Customer Analysis
The Customer Analysis report helps you understand how customers are engaging with and financially supporting your organization. It includes each customer’s status, customer since date, most recent purchase, visits, revenue, and average purchase amount. Activity is shown for the current year, previous year, and the customers’ lifetime.
This report can help you identify your most active and valuable customers, as well as those whose engagement has declined. Your team can use the information to recognize loyal supporters, develop targeted communications, and reconnect with customers who have not visited or made a purchase recently.
Reviewing changes in visit frequency, revenue, and average purchase amount can also help you measure the effectiveness of your engagement efforts and determine where additional outreach may be beneficial.
3. Unit and Sales Analysis
The Unit and Sales Analysis report brings inventory and sales activity together at the item and location levels. It includes an item’s cost, retail price, on-hand quantity, quantities on order or in transfer, available inventory, units sold, gross sales, discounts, net sales, and inventory turn.
This information can help your team see whether inventory is located where demand exists. For organizations with multiple stores or sales locations, the report can uncover items that are selling well in one location but sitting unsold in another.
Use this report to support replenishment and transfer decisions, monitor discounts, investigate negative or unusual inventory quantities, and reduce overstocking.
4. SKU Analysis
While the Unit and Sales Analysis report focuses on quantities and sales by location, the SKU Analysis report provides a financial performance view of individual items. It displays discounts, net sales, average inventory value, inventory received, ending inventory, cost of goods sold, gross margin, return on inventory, and inventory turn.
Reviewing these measurements can help you determine which products are generating a healthy return and which are tying up money without producing sales. Items with low turnover, weak margins, or high ending inventory may require a pricing change, promotion, markdown, or revised purchasing strategy.
The SKU Analysis report can also help buyers make more informed decisions about which products to reorder, expand, reduce, or discontinue.
5. Month End Analysis
The Month End Analysis report provides a high level financial and inventory snapshot. It includes net sales, cost of goods sold, margin, markdowns, markups, inventory adjustments, merchandise received, transfers, inventory value, and merchandise on order by expected purchase order due date.
At the end of each quarter, review the most recent Month End Analysis report to see how departments, SKUs or vendors are performing and where inventory dollars are concentrated. This can help your organization compare sales and margins, monitor inventory adjustments, and evaluate whether incoming purchase orders align with anticipated demand.
Because the report combines sales, inventory value, and upcoming orders, it can also help your team identify departments that may be overstocked before additional merchandise arrives.
Turn Quarterly Reporting Into Better Decisions
Each report provides a different view of your organization:
- Event Analysis measures event participation and revenue.
- Customer Analysis highlights engagement and customer value.
- Unit and Sales Analysis connects inventory quantities with sales by location.
- SKU Analysis evaluates item level financial performance.
- Month End Analysis provides an operational overview.
Reviewing these reports together once per quarter can help your team move beyond simply recording activity. You can identify patterns, ask better questions, and use your TAM data to support more confident decisions across your organization.
Make these five reports part of your quarterly routine to get more value from your TAM data and make informed decisions throughout the year.
