Salesforce Nonprofit Grant Management | Tableau Exchange

Salesforce Nonprofit Grant Management

by Tableau


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


Connects to Salesforce