PI ROI Portal — Nonprofit Executive Board View
Executive Dashboard · Updated April 2026
PI ROI Portal — [Organization Name]
Nonprofit Managed License · Executive Board View
"Programs That Tell Stories of Change. Impact You Can Prove."
10
Active Programs
847
Clients Served (Aggregate)
74%
Outcomes Documented
4.2
Org Health Score
Q2
Current Cycle

Organizational Health at a Glance

View Full Dashboard →
📋
10
Active Programs
↑ 2 added this cycle
👥
847
Aggregate Clients Served
↑ 94 from last quarter
📊
68%
Deliverable Completion
→ Stable from Q1
🔒 Confidentiality protected: All client data in this dashboard is aggregate. No individual names, case numbers, or identifying information is displayed. Staff document at the service level; this view surfaces aggregate counts and outcome rates only.

Program Performance — All Programs

Open in Google Sheets →
Program Dashboard · Tab 1
📋 Embedded Google Sheets Range
10 programs
Program / Service Service Type Staff Lead Clients (Agg.) Outcome Rate Health Status Last Updated
Crisis Hotline Crisis Response Program Lead A 312
88%
On Track Apr 14, 2026
Legal Services Advocacy Program Lead B 94
82%
On Track Apr 12, 2026
Children's Services Direct Service Program Lead C 178
71%
Needs Attention Apr 8, 2026
Health Supports Health Services Program Lead D 203
79%
On Track Apr 15, 2026
Transportation Assistance Support Services Program Lead E 127
55%
Needs Attention Apr 6, 2026
Housing & Supports Housing Services Program Lead F 89
38%
Needs Support Mar 28, 2026
Behavioral Health Mental Health Services Program Lead G 156
84%
On Track Apr 16, 2026
Child Care Services Family Services Program Lead H 112
67%
Needs Attention Apr 10, 2026
Food Delivery Program Basic Needs Program Lead I 243
91%
On Track Apr 17, 2026
Access & Navigation Case Management Program Lead J 198
76%
On Track Apr 13, 2026

Outcomes — Cross-Program View

Export for Board →
🛡️
Safety Outcomes
284
Documented safety outcomes this quarter
↑ 91% documentation rate · Crisis + Legal
💼
Economic Outcomes
143
Economic stability outcomes documented
↑ 78% documentation rate · Legal + Housing
💚
Wellbeing Outcomes
312
Wellbeing outcomes documented
↑ 84% documentation rate · Behavioral Health
Empowerment & Agency
198
Empowerment outcomes documented
↑ 76% documentation rate · Access + Legal
🧠
Knowledge & Skills
167
Knowledge/skills outcomes documented
↑ 67% documentation rate · Children + Child Care

Service Delivery by Type

📊 Embedded Google Sheets Chart
Aggregate Client Reach by Program Type
Q2 2026 · 847 total clients served (aggregate)
Crisis Response
312
Health Services
203
Food Delivery
243
Direct Service
178
Mental Health
156
Case Management
198
Support Services
127
Housing Services
89

Org Health

Staff Capacity
Good
4 of 5 teams at capacity
Funder Relations
Strong
All reporting current
Partner Health
Stable
1 subcontractor needs check-in
Documentation
74%
Target: 85% by end Q2

Upcoming

📅 Embedded Google Calendar
APR
21
Q2 Board Presentation
Executive Director + Board · Virtual
Board
APR
28
Funder Check-In — Housing Grant
Program Lead F · Google Meet
Funder
MAY
5
DVE Quarterly Review
PI ROI Check-In · All Program Leads
Review
MAY
15
Q2 Reporting Deadline
All programs · Submissions due
Deadline
MAY
12
Impact Maladies Briefing
PI ROI Monthly Live Event · Track 2
Live Event

Contact us today for a strategy session!

Ready to see what co-learning infrastructure looks like for your foundation or cohort? Book a PI ROI Strategy Session — 60 minutes to map your partnership data system and leave with a clear next step.