Data Dashboards & Strategic Reporting

DEVELOPING DATA DASHBOARDS AND STRATEGIC REPORTING SYSTEMS

Turning Data Into Insight for Learning, Accountability, and Action

We help organizations make their data visible, understandable, and useful. Our work focuses on translating complex information into clear insights that support learning, accountability, and decision-making—without flattening the nuance of social change work.

Whether data is used to demonstrate outcomes to funders, guide internal improvement, or engage community partners, we design reporting systems that reflect both rigor and context.

How We Approach Data Dashboards & Reporting

Our approach begins with understanding purpose before tools. We work with organizations to clarify what questions data should answer, who needs access to information, and how findings will be used in practice.

Equity is central to how we design reporting systems. We attend carefully to how data is collected, disaggregated, interpreted, and shared—ensuring dashboards and reports surface disparities while remaining responsible, contextualized, and accessible.

The goal is not more data, but better use of data in ways that support learning and action.

What We Provide

Support is tailored to organizational needs, data maturity, and available resources and may include:

Assessment of existing data systems and reporting practices
Clarification of key learning and accountability questions for different stakeholders
Design of dashboards and reporting frameworks aligned with program goals
Platform selection and implementation (e.g., Tableau, Power BI, Google Looker)
Design of effective low-cost systems using Google Sheets or Excel
Development of culturally responsive reporting formats
Disaggregation of data by race, ethnicity, geography, and other relevant dimensions
Training and technical assistance to support responsible data use

Impact From Our Work

Jefferson Collaborative for Health Equity - Data Access and Dashboard Implementation

We provided eight hours of training around health equity principles and data access, then designed the specific data collection toolkits they use across all initiatives. We supported their exploration of data dashboard platforms to organize metrics (Community Health Worker Academy, Equity Hub, Closing the Gap) for real-time monitoring and compelling funder storytelling.

When Data Dashboards & Reporting Systems Are Most Useful

This work is especially helpful for organizations that:

Collect meaningful data but struggle to use it effectively
Need to communicate outcomes to funders without oversimplifying impact
Want reporting systems that support learning, not just compliance
Are working across multiple initiatives or partners
Value equity-centered approaches to data interpretation and use