Executive Snapshot
An executive view that doesn't exist in any one system
Bring the numbers and the institutional knowledge into the same conversation.
The problem
At a major regional nonprofit theatre, the financial picture lives across accounting, ticketing, fundraising, spreadsheets, and people's inboxes. There are too many emails for an executive to digest, yet a colleague's note may contain the crucial detail about a payment or commitment. Separate reports cannot explain the whole position.
What I built
I built an executive dashboard that connects available cash, sales, fundraising progress, and the issues requiring attention. It shows the commitments behind the cash position, distinguishes reported actuals from projections, and keeps dates and assumptions visible so the reader can understand what each figure means.
Why it matters
Leaders can understand the current position, see what needs attention, and ask better questions without rebuilding the picture from separate reports and email threads before every conversation.
Where I add value
I bring the judgment of someone who has led these organizations: knowing which numbers belong together, which dates and definitions matter, and when a reassuring total hides a practical problem. The work begins with understanding the organization and testing the interpretation.