New financial benchmark dashboards for Heritage Compass participants

We are pleased to announce that Heritage Compass Legacy is launching a new financial Benchmarking Dashboard!

The new dashboards offer a comprehensive summary of the last six years, including integrated grants data from 360Giving. The data can provide you with the opportunity to compare your income and expenditure patterns with your peers, gain insights into the grant-giving landscape, and understand the implications for your organisation and others in the sector.

The Dashboard can answer pressing organisational questions such as:

  • Which grant funders have awarded grants to my peers?
  • What are the patterns in grant-making to heritage organisations like mine from the funders I am thinking of applying to?
  • Where are the opportunities to improve our organisation’s financial resilience?
  • How much do other people make from their café, shop and room hires?
  • How has COVID affected the finances of organisations like mine?
  • To what extent are organisations like mine having to draw on reserves to cover increases in costs?

And more!

Learn more at our Dashboard Webinars

We will be running a series of free webinars through to the end of March 2025 to introduce you to the new dashboard, with top tips on how to gain valuable insights into your organisation’s financial performance compared to industry standards and peers.

The first of these is a general introduction to the new Dashboard, on 4 July 2024, 10.00-11.15. We will give you a thorough overview of how to use the Dashboard, with additional time to answer any of your questions.

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