Salesforce Nonprofit Cloud - Grant Management

This Tableau Accelerator allows you to:

• Assess the allocation of grants: by program, by activity, by state
• Understand how allocations evolve
• Evaluate grant renewals
• Deep-dive at Program or Grantee level of detail

Demo video

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 programs 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)
• Program (string)
• Activity (string)
• Award Date (date)
• Country (string)
• State (string)
• City (string)
• Grantee (string)
• Grant Amount (numeric)

Understand the Data Model Requirements

This accelerator is compatible with the NPSP data model only.

The Accelerator shows data from these objects:

• Funding Program
• Funding Request
• Disbursement