Salesforce Nonprofit Grant Management

The Tableau Accelerator for Salesforce Non-Profit Grant Management gives you a jumpstart in getting data-driven insights into your grant activities. Grant managers can use this Accelerator to better analyse your grant amount from a variety of perspectives, see who the primary grantees are and understand how your allocations are evolving.

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
• No. of Grants
• No. of Grantees
• No. of New Grantees
• Grant Amount per Grantee
• Total Grant Amount Renewed
• Total Grant Amount Renewed %
• No. of Grants Renewed
• No. of 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