The Accelerator for Salesforce Nonprofit Performance provides you with revenue, donor, membership, and campaign performance KPIs that enable you to make accurate forecasts and investments for your nonprofit.

Note: These dashboards are designed for organizations *not* using the [Nonprofit Success Pack](https://www.salesforce.org/products/nonprofit-success-pack/). If you have NPSP, download these [Nonprofit Fundraising Accelerators](https://exchange.tableau.com/products/348) and read the [Trailhead Module](https://trailhead.salesforce.com/en/content/learn/modules/tableau-basics-for-nonprofits/explore-tableau-dashboards-for-nonprofits) to learn how to use them.

### Answer Key Business Questions

* What is our revenue, and how is it trending versus prior periods?
* How many people donated, and where are they located?
* What's the average gift amount, and what's the average value of each donor to our organization?
* What types of outreach and campaigns produce the most new donations?
* How well are our donor recruitment efforts working, and what is donor attrition and retention like?
* What types of campaigns and messages result in new donations?

### Getting Started

* Which format are you using?
 * Excel: [Download the Fundraising & Marketing Performance Workbook](https://www.salesforce.org/wp-content/uploads/2022/12/Fundraising-and-Marketing-Performance-Workbook.xlsx). Save it somewhere easy to access--if needed.
 * Google Sheets: [Request access to the Google Sheets](https://docs.google.com/spreadsheets/d/12PokBSRBa8e9vmDEq-jQED3xJwL40OsMCWYezoeBN0c/edit?usp=sharing), and you will receive access to the file, then make a copy.
* Each of these has sample data that is used in this Accelerator, and you will need to replace this with your own data to it in the next step.
* Export and add required data from your own systems to the Donation and Campaigns tabs that you've just saved --do not change column header names.
* Use the charts and graphs to better understand your performance, or use Tableau connected to only the Donation and Campaigns tab (delete others)
* If using Tableau, open Tableau Desktop. If you don’t already have Tableau Desktop, [download a free trial](https://www.tableau.com/products/trial).
* Connect to your local version and Right-click on the sample data source (the one that loaded in the workbook natively) and [select to REPLACE it with the data source that you loaded](https://help.tableau.com/current/pro/desktop/en-us/connect_basic_replace.htm)
* If any of the field names now are red or show errors, right-click on them individually and REPLACE REFERENCES by selecting them.

## Workbook & Dashboard Resources

Watch [Performance Webinar Recording](https://www.salesforce.com/form/sfdo/ngo/fundraising-marketing-performance/?icid=SFORG:events-page:&_ga=2.212106260.1010799140.1657295915-111347280.1602779271&_gac=1.152774091.1655905398.CjwKCAjw-8qVBhANEiwAfjXLro-nbz7_XFI3L1_-GFOhvDC6YfCJ1Pw8eIdLntctZRMzK33Vjd5kpRoCtY0QAvD_BwE) and read the [Performance Article](https://www.salesforce.org/resources/article/nonprofit-kpis/) for a listing of metrics that are in the Dashboards, and more you can track!

Join a [Campfire on Tableau](https://sfcampfires.my.site.com/nonprofit/s/) to learn how to Unlock Data, KPIs, and Insights