From the blog
What should a nonprofit dashboard include?
A practical guide to choosing KPIs, defining your numbers, and building reports your team can use.
Read the guideData help for nonprofits and small teams
Build reporting your team can trust.
Borrowed BI helps nonprofits and small teams clean up data, fix dashboards, and reduce manual reporting without a full-time BI hire.
Data help that fits your team.
Choose focused help or ongoing support. For work across systems or teams, explore BI Consulting Services.
Reporting Reality Check
Review reports, dashboards, source data, manual steps, and metric definitions, then leave with a clear 30/60/90-day action plan.
View serviceDashboard Rescue
Fix or rebuild a critical dashboard so the data is accurate, refreshed, documented, and trusted by the people using it.
View serviceReporting Automation
Turn recurring spreadsheet work into cleaner workflows, repeatable refreshes, and reporting that does not depend on heroics.
View serviceFractional BI Support
Get ongoing senior BI help for reporting cleanup, dashboards, automation, documentation, and practical data guidance.
View serviceChoose the right starting point
Which BI service fits your situation?
- Reporting is unreliable, but the cause is unclear. Reporting Reality Check
- One dashboard is clearly broken, confusing, or difficult to maintain. Dashboard Rescue
- A recurring report depends on manual spreadsheet work. Reporting Automation
- Your team needs ongoing BI help without a full-time hire. Fractional BI Support
- The problem crosses systems, teams, or workstreams. BI Consulting Services
Still unsure? Start with a Reporting Reality Check or ask which service fits.
How the work moves forward
See the full process-
Step 1
Review what exists
Look at the reports, source data, and manual steps behind the problem.
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Step 2
Agree on priorities
Decide what needs attention first and confirm the scope of the work.
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Step 3
Make the improvements
Build, test, and document changes so your team can use and maintain them.
Tools & platforms
BI consulting across the tools your team already uses.
Get help with the tools you already use, from spreadsheets and dashboards to databases and reporting workflows.
BI & Reporting
TableauPower BIQlikSSRSExcelGoogle Sheets
Databases & Warehouses
PostgreSQLSQL ServerOracleSQLAmazon RedshiftSnowflake
Data Engineering
dbtAirflowPythonETL / ELTInformaticaAWS Glue
Cloud & Automation
AWSAmazon S3AWS DMSReporting Automation
The goal is not to force a new technology stack. It is to make your current reporting environment more accurate, maintainable, automated, and useful to the people making decisions.
Common questions
Questions before we talk.
Most teams reach out because the reporting feels messy, manual, or hard to trust. You do not need to have the whole problem figured out first.
How do I know which service to start with?
If the problem is clear, such as a broken dashboard, a manual reporting process, or an ongoing need for BI support, the service guide above can point you toward the best fit. If the cause is still unclear, a Reporting Reality Check is a practical place to start. Work spanning several systems, teams, or reporting workflows may be better suited to BI Consulting Services.
What is fractional BI support, and how is it different from a one-time project?
Fractional BI support provides ongoing, senior-level help with dashboards, reporting, data quality, automation, and the systems beneath them, without hiring a full-time BI professional. Defined services such as Dashboard Rescue or Reporting Automation are designed around a more contained need and an agreed scope. Fractional support continues month to month for teams with recurring BI priorities. Learn more about Fractional BI Support.
Can Borrowed BI work with our existing tools and data systems?
Yes. The work typically starts with the tools, data sources, and reporting processes already in place rather than assuming they need to be replaced. The current environment is reviewed first, and new technology is recommended only when it would solve a problem that cannot be addressed reasonably within the existing setup.
Do we need a clean data warehouse before we start?
No. Work can begin with an imperfect environment, including messy spreadsheets, inconsistent exports, disconnected systems, or a warehouse that was never fully completed. Part of the process is determining what can be improved with the current setup and whether a larger data-platform change is actually necessary.
What kinds of organizations are a good fit?
Borrowed BI is designed for small and mid-sized teams, including nonprofits and mission-driven organizations, that need clearer reporting or experienced BI guidance but may not need a full internal data team. It can be especially useful when reporting depends heavily on one person, responsibilities are unclear, or important decisions rely on manual processes and inconsistent numbers.
How does pricing work?
Some defined services have published starting prices or ranges, with the final scope and price confirmed before work begins. Fractional BI Support uses monthly plans for ongoing work. Larger efforts that span multiple systems, teams, or reporting workflows are handled through BI Consulting Services and priced according to scope. Contact Borrowed BI to discuss the appropriate option for your situation.