Description

This Tableau Accelerator allows you to:

Use the standard Salesforce Nonprofit Cloud Grantmaking data model to understand and inform your grant-making process, allocation and funding trends:
- By program
- By state
- By grantee
- Over time
Understand funding history and trends
Evaluate the application process
Deep dive at the grantee level

Nb Grants: Total number of grants awarded over the period
Total Grant Amount: Total amount of grants awarded over the period (expressed in currency)
Grant Amount per Grantee: Average grant amount per recipient (expressed in currency)

Nb Grantees: Total number of grantees to whom a grant was awarded over the period
Grantee Applications: Focus area, population served, type of grant, requested and awarded amounts
Nb Awards: Number of awards received by focus area, location and amount

Total Grant Amount Requested: Total amount of grants requested (expressed in currency)
Total Grant Amount Funded: Share of total amount of grants awarded over the period compared to total grant amount (expressed in %)

Grant # (string): Grant unique identifier
Program (string): Program to which the grant belongs
Activity (string): Activity for which the grant is awarded
Award Date (date): Date the grant was awarded (e.g. "Research", "Training", "Community")
Country (string, role: country): Country of the grantee
State (string, role: province): State/Province of the grantee
City (string, role: city): City of the grantee
Grantee (string): Identifier of the grant recipient
Grant Amount (numeric): Amount of grant awarded
Nb Served (Target): Number of individuals expected to receive services from the grant
Target Population (string): Population expected to be served by the grant

This accelerator is compatible with the Nonprofit Cloud data model only.

Features

Connects to Salesforce