Financial Impact Analysis
The Financial Impact Analysis toolkit helps colleges and universities understand the financial impact of student outcomes and make more informed decisions about institutional resources.
Through interactive data visualizations and customizable tools, institutions can analyze enrollment, course activity, financial performance, and net tuition revenue to support strategic planning and student success.
What You'll Find in This Toolkit
- Interactive Financial Dashboards
Pre-populated Power BI dashboards that visualize enrollment, course activity, financial data, and net tuition revenue using sample data. - Customizable Data and Analysis Tools
Excel data templates, sample datasets, and Power BI templates that institutions can adapt to analyze their own data and financial priorities. - Implementation Guides and Supporting Resources
Instructions, guides, and video FAQs to help institutions use the tools, strengthen data analysis capabilities, and support financial decision-making.
Who This Toolkit Is For
Chief Business Officers (CBOs)
Finance and Budget Office Teams
Institutional Research and Data Analysts
Enrollment Management Leaders
Academic and Program Administrators
IT and Business Intelligence Professionals
Strategic Planning and Student Success Teams
What This Toolkit Can Help You Achieve
- Understand relationships between student outcomes and institutional financial performance.
- Analyze enrollment, course activity, net tuition revenue, and program-level financial contributions.
- Identify financial trends and opportunities to improve resource allocation.
- Strengthen collaboration between financial, academic, and institutional research teams.
- Support strategic decisions that balance financial sustainability with student success.
How to Use This Toolkit
You don't need a fully developed data infrastructure or advanced analytics experience to get started. This toolkit offers opportunities to explore financial data, strengthen existing analyses, and develop more comprehensive approaches to data-informed decision-making.
Quick Start
—Explore financial and student data visualizations to identify trends, consider potential institutional impacts, and begin conversations about improving financial decision-making.
Deeper Integration
—Build on existing data analysis practices to better understand relationships between student outcomes, institutional costs, and revenue, and identify opportunities for improvement.
Full Implementation
—Integrate institutional data into more comprehensive financial analyses, customize approaches to address strategic priorities, and use insights to guide resource allocation and long-term planning.
See This Toolkit in Action
Learn how institutions have used Financial Impact Analysis to improve student outcomes.
Ready to get started with Financial Impact Analysis Toolkit?
Access the full toolkit in the NACUBO Student Success Hub account.
Questions about accessing the Hub? Contact Us