Salesforce Nonprofit Grant Management

by Tableau

Free

Description

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

Salesforce

Supported Layouts

Works with

Tableau 2019.4 and later

Security and Legal

Accelerator