Salesforce Nonprofit Cloud - Grant Management | Tableau Exchange

Salesforce Nonprofit Cloud - Grant Management

by Tableau


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


Connects to Salesforce


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