Salesforce Nonprofit Cloud - Donations

This Tableau Accelerator allows you to:

• Acknowledge results of your fundraising efforts
• Revive your donor base (based on suggested marketing actions)
• Appraise the performance of your fundraising appeals
• Deep-dive at the lowest level of detail: Donor Type, Donor, Appeal

Demo video

Answer key business questions

• How much donations do we receive?
• How many active donors do we have?
• How performant are our appeals?
• From which countries do we receive the most donations?
• Who are our donors?
• What is the performance of each appeal?
• What are the recommended marketing actions to address each donor segment?

Monitor and improve KPIs

Donations

• Total Donations: Total donation amount (expressed in currency)
• Number of Gifts: Total number of donations received
• Average Gift Amount: Average donation amount per gift (expressed in currency)

Donors

• Number of Donors: Total distinct number of donors
• Number of New Donors: Total number of new donors (first donation over the period)
• Number of Gift per Donor: Average number of gifts made per donor
• Donations per Donor: Average donation amount per donor (expressed in currency)

Appeals

• Number of Appeals: Total number of fundraising appeals that were active over the period. A fundraising appeal is a request to donors for financial support
• Donations per Appeal: Average donation amount received per fundraising appeal (expressed in currency)

Required attributes

• Donation Date (date): Date of the donation
• Donor (string): Name of the donor
• Donor Type (string): Type of the donor (“Individual”, “Foundation”, “State”...)
• Donor Country (string; role: country): Country of the donor
• Donation Type (string): Nature of the donation (“Cash”, “Service”, “In Kind”...)
• Donation Source (string): Source of the donation (“Marketing Campaign”, “Online”...)
• Appeal (string): Identifier of the call for donations
• Donation Amount (numeric): Amount of the donation made

Understand the Data Model Requirements

This accelerator is compatible with the NPSP data model only.

The Accelerator shows data from these objects:

• Payment
• Donation
• Account
• Contact
• Campaign
• Record Type
• User