Power BI for charities is the application of Microsoft’s business intelligence platform to the specific reporting, evidence, and governance needs of UK charitable organisations. Quematics builds Power BI solutions connecting existing case management systems, financial platforms, and operational data to automated dashboards — producing commissioner reports, impact evidence, funder returns, and trustee governance views without replacing any software.

Microsoft offers Power BI Pro licences to eligible nonprofits at no cost through the Microsoft 365 Nonprofit programme. For UK charities, the platform itself is free; the investment is in building the analytical layer connecting operational data to commissioner and funder evidence requirements.

How does Power BI work for charities?

Power BI connects to data sources your charity already uses and transforms fragmented data into structured dashboards. For NHS-contracted charities: automated ICB commissioner reports. For grant-funded charities: individual funder reports from the same data set. For board meetings: governance dashboards with trend analysis and financial performance.

Which charity CRM systems connect to Power BI?

Charitylog, Lamplight, Salesforce NPSP, Access Charity CRM, Beacon, Raiser’s Edge, SystmOne, and structured Excel trackers. Connection via API, scheduled CSV export, or SharePoint.

What dashboards do charities typically need?

NHS-contracted: commissioner-ready reporting. Grant-funded: impact dashboards. Multi-service: operational visibility and governance. For VCSE commissioning, see our VCSE commissioning analytics hub.

How Quematics implements Power BI for charities

Data audit and requirements mapping, dashboard build, training and handover. UK-based Power BI consultancy. See charity analytics, care home analytics, nonprofit analytics.

Frequently asked questions

How does Power BI work for charities?
Connects to existing data systems and produces interactive dashboards for commissioners, funders, and trustees automatically.

Can charities get discounted Power BI licences?
Yes. Free Pro licences through Microsoft 365 Nonprofit. Even without, £7.50 per user per month.

Which charity CRM systems connect?
Charitylog, Lamplight, Salesforce NPSP, Access Charity CRM, Beacon, Raiser’s Edge, SystmOne, and Excel.

What dashboards do charities need?
Commissioner-ready reporting, impact dashboards, or operational visibility — depending on funding model.

How much does implementation cost?
Fixed-price quote after data audit. Platform licence typically free for eligible nonprofits.

Can Power BI replace spreadsheets?
Yes. Automated dashboards refresh from live data, replacing manual extraction and formatting.

See Power BI for your charity

Contact us for a free demo. Visit nonprofit.microsoft.com for licensing info.