SMU DataArts' analytic reports paint a clear picture of both your organization and the sector so you can identify ways to improve your results. Our easy-to-read reports provide comprehensive but digestible insights into your organization's financial and programmatic health and allow you to easily monitor these areas over time.
Arts and cultural organizations can access these reports through their Cultural Data Profile (CDP) account, which can be created free of charge. Once you have completed your first survey in CDP, you can run as many of these reports as needed. Below is a list of the most popular reports offered and how they can be put to use.
SMU DataArts makes annual reporting simple, fast, and free. The Annual Report provides a consolidated summary of financial, program, and attendance activity with well-designed charts and graphs. You’ll find it a key tool for engaging your board, donors, and public officials.
Explore a broad range of attendance, participation, pricing, and program information. View changes over time, and consider how new offerings and pricing might improve your attendance, membership, and social media interactions.
Use the Financial Overview Trend and Comparison reports to monitor changes in your revenue streams and your expenditures over time, and to analyze which of your revenue sources you rely on most heavily to support your work and which are your largest expense areas. The reports include a series of metrics to further inform your management and decision-making.
With our Fundraising Trend and Comparison Reports, you can clearly evaluate fundraising activity and analyze return on your fundraising investment. Determine your fundraising efficiency using key ratios, and review trends in dollars and sources of revenue.
Use the Working Capital Trend and Comparison Reports to assess your organization’s strengths and needs and determine how prepared you are to fulfill your mission, withstand risk, and weather unforeseen circumstances.
Examine your marketing expenses and their impact on program revenue and attendance. Consider how marketing changes might increase revenue or improve participation.
Use the Workforce Trend and Comparison Reports to better understand your organization’s ability to carry out its mission. Explore whether you have the right numbers of staff and volunteers to carry out your programs.