Salesforce Nonprofit Grant Management

by Tableau



The Tableau Accelerator for Salesforce Nonprofit Grant Management gives you a jumpstart to getting data-driven insights into your grant activities. Grant managers can use this Accelerator to better analyze 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 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

The Accelerator shows data from these objects:

  • Funding Program
  • Funding Request
  • Disbursement

Partners of Choice

Our top consulting Partners may be able to help you customize this Accelerator for your own business needs.

  • InterWorks - Tableau expertise from 8X Partner of the Year
  • IBM - Global Salesforce and Business Expertise
  • USEReady - Global team of modernization and analytics experts focused on Financial Services
  • Atrium - Regional Partner helps you make better decisions with CRM, AI, and Analytics
  • CoEnterprise - Deep Customer and Vendor insights with Tableau
  • Lovelytics - Data viz experts provide data strategy solutions and focus on Financial Services and Retail.

Tech Specifications

Connection Type


Supported Layouts

Works with

Tableau 2019.4 and later

Security and Legal