See Your Entire Organization's Health From One Dashboard
Turn Integrated Data Into Organizational Intelligence
How It Works
Real-Time Organizational Intelligence, Not Scheduled Reports
Atlas aggregates data from every Unity module — fund balances from the accounting core, donor metrics from Donor Management, grant burn rates from Compass, program performance from Meridian — and presents it in configurable dashboards tailored to different stakeholder roles.
The executive director sees a high-level organizational health view. The development director sees donor pipeline and retention trends. The finance director sees fund balances, budget variances, and compliance status. Each view is current to the minute because Atlas reads live data, not cached exports. Scheduled report delivery means your board can receive a summary automatically before every meeting — without someone manually assembling it.
Analytics & Dashboard Questions
Yes. Atlas dashboards are configurable by role. The executive director, development director, finance director, and program managers each see a view tailored to their responsibilities — showing the metrics most relevant to their work without overwhelming them with data they don't need.
Atlas reads live data from Unity's fund accounting core, so dashboards reflect your current state in real time. There's no overnight refresh cycle or manual sync required. When a transaction is posted, fund balances and dashboard metrics update immediately.
Yes. Atlas includes scheduled report delivery, which lets you configure board summary packages to generate and deliver automatically on a defined schedule. Board members receive a consistent, current financial summary before every meeting without anyone on staff needing to prepare it manually.
Financial Reporting produces formal GAAP financial statements — the Statement of Financial Position, Statement of Activities, Functional Expense report, and audit workpapers. Atlas surfaces operational intelligence across all modules in configurable dashboards. They're complementary: Financial Reporting for formal, compliance-oriented output; Atlas for day-to-day leadership visibility and organizational decision-making.