Metabase

Metabase is an open-source software for nonprofits (NPOs)  that provides a powerful interface that can be used by non-techies.

With Metabse, NPO’s can:

• Use Metabase as a donor management tool: trace donor information, track donation amounts, track campaign success rates gaining insight into donor behaviour, and make informed decisions on future fundraising strategies.
• Monitor program outcomes: Track the progress of work and measure the impact rate of work, that is, the number of people served from each program or project.
• Optimise operational performance: Evaluate their operational performance, such as financial management or volunteer engagement, by tracking key metrics and identifying areas for improvement.
• Customise data sets: Align the insights that are most important to an organisation's mission.
• Share data with stakeholders: Harmonise transparency and create custom reports with Metabase to share with stakeholders, board members, and program partners.
• Spark fresh queries: Ask questions about their data and get immediate answers. Confidence in an NPO’s mission is always backed by the thorough data they are able to provide from their efforts.

Note: NPOs can either choose to self-host it on their own server, or install it on a managed instance.

Metabase is an ideal tool for NPO’s, due to its easy-to-use interface, cost-effectiveness, and quick deployability. It allows NPOs to quickly create dashboards and reports that can help them better understand their data and make meaningful reports to their funders.

Features of the tool

• Unlimited charts
• Unlimited dashboards
• Connects to 20+ database types
• Use 15+ visualisations
• Schedule updates via email or Slack

Benefits for NPO’s

• Metabase allows NPO’s efficiently analyse their data, saving time and resources that can be redirected towards their core mission.
• With Metabase, NPO’s can make data-driven decisions, using insights from their data to inform fundraising, program development, and operational strategies with the help of 15+ dashboard visual representations.
• By leveraging Metabase to schedule updates via email or Slack, allowing them to stay up to date with their data without having to manually check it, this scheduling feature can help them stay on top of their data, ensuring they are always aware of the most current information.

Reasons to use Metabase

• It's an open-source tool.
• Quick setup and user-friendly.
• Flexible user interface.
• Interlinks to other database sources.
• A low code/no code tool that eliminates the requirement for developers.
• Create interactive dashboards & custom visualisations.

• Data segmentation to see the data from different perspectives.

Supported Database

Metabase allows NPOs to easily connect and explore data stored in multiple databases and data warehouses. NPOs can quickly and securely access, analyse, and learn from their data, no matter where it is stored.

Officially supported database (Connectors built by the Metabase team and available on all editions. Fully supported by Metabase for users on paid plans.)

• Amazon Athena
• BigQuery( Google Cloud Platform)
• Druid
• H2
• MongoDB (Version 4.2 or higher)
• MySQL (version 5.7 or higher, as well as Maria DB version 10.2 or higher)
• Oracle
• PostgreSQL
• Presto
• Redshift (Amazon Web Services)
• Snowflake
• Spark SQL
• SQL Server
• SQLite
• Vertica

Community Data Source Connectors(Connectors built by the Metabase community and only available on self-hosted and open-source editions for licensing reasons. Not supported by Metabase.)

• Cube
• Dremio
• DuckDB
• Hydra
• Spark Databricks
• Teradata

Graphical Representations

Fig. 1. The Metabase home page.

The Metabase open-source home page provides an overview of the software's features and capabilities, as well as links to documentation, community resources, and downloads.

Fig. 2. Metabase Dataset interface

The Dataset interface can be incredibly helpful for NPOs. It allows them to easily and quickly access data in a way that is organised and intuitive. The Metabase data set interface allows users to easily create, save, and share custom queries and data visualisations, empowering non-technical users to explore and analyse their data without requiring specialised knowledge or training.

Fig. 3. Select from 15 different chart types to visualise results:

15 different chart types offer a powerful way to view impactful results. By using these charts, users can quickly identify trends, patterns, and outliers in their data. NPOs can easily compare different data sets side by side, allowing them to make more informed decisions. Additionally, these charts are interactive and customizable, so users can tailor the charts to their specific needs. This allows them to quickly and easily gain insight into their data and make the most of their resources.

Fig. 4. Metabase Bar chart view:

An ideal for NPO’s to visualise performance at an organisation level. It displays the total count or sum of values grouped by a certain attribute, such as month, age, group, location, etc. This makes it easy to get an overview of how the organisation is performing in each category. The bars can also be coloured to help quickly identify highs and lows. With a Metabase bar chart, it's simple to get a quick snapshot of the performance.

Fig. 5. Live dashboard view:

Live dashboard feature helps to track performance helping NPOs stay on top of their projects or campaigns. With this chart, they can identify key metrics such as donations, volunteers, and program results which can be monitored in real time creating less buffer time, allowing them to strategies immediately.

Fig. 6. Pricing

Metabase open source project has a large and active community of users, developers, and contributors. It has been downloaded more than 30,000 times and has more than 324 contributors on Github. It also has a thriving community of more than 7,000 users on its Discourse forum.

Limitations

• Lacks dedicated customer support
• Slow data rendering if multiple users access it simultaneously
• Advanced dashboarding capabilities
• Working with more data causes significant delay and latency 

Conclusion

 

In conclusion, Metabase is an ideal tool due to its easy-to-use interface, cost-effectiveness and quick deployability. It allows organisations to create dashboards and reports that can help them better understand their data and make meaningful reports to their funders or new donors. It is available in both Community and Enterprise Editions, so that NPOs can choose the version that best suits their needs.