The board book utilizes real-time data from an organization's financial system in calculating financial and operational metrics, such as revenue composition, liquidity, and unrestricted cash are displayed via pre-built dashboards to show financial health over time.

Metrics draw from the balance sheet, revenue and expense data, along with modules such as the Intacct Donor Management Systems, Budgeting and Planning software and Payroll.

GuideStar's database of nonprofit company information was developed to monitor the financial performance of nonprofits.