Salesforce Nonprofit Cloud - Grant Management
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This Tableau Accelerator allows you to:
- Assess the allocation of grants: by programme, by activity, by state
- Understand how allocations evolve
- Evaluate grant renewals
- Deep-dive at Programme or Grantee level of detail
Answer key business questions
- What is the amount of the grants we allocate?
- Who are our top recipients?
- In which states are our grants given?
- Which programmes receive the most grants?
Monitor and improve KPIs
- Total Grant Amount
- Nb Grants
- Nb Grantees
- Nb New Grantees
- Grant Amount per Grantee
- Total Grant Amount Renewed
- Total Grant Amount Renewed %
- Nb Grants Renewed
- Nb Grants Renewed %
Required attributes
- Grant # (string)
- Programme (string)
- Activity (string)
- Award Date (date)
- Country (string)
- State (string)
- City (string)
- Grantee (string)
- Grant Amount (numeric)
Understand the Data Model Requirements
The Accelerator shows data from these objects:
- Funding Programme
- Funding Request
- Disbursement
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