Salesforce Nonprofit Cloud - Grant Management

299c-表:by Tableau|桜

531f-表:Launch Demo|桜

99e5-表:Description|桜

This Tableau Accelerator allows you to:

  • Assess the allocation of grants: by programme, by activity, by state
  • Understand how allocations evolve
  • Evaluate grant renewals
  • Deep-dive at Programme 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 programmes 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)
  • Programme (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 Programme
  • Funding Request
  • Disbursement

4c7a-表:Features|桜

6141-表:Connects to Salesforce|桜

6d57-表:Resources|桜