Salesforce Nonprofit Cloud Donations (Expert)

by Tableau

Free

Description

The Tableau Accelerator for Salesforce Nonprofit Cloud Donations (Expert) gives you a jumpstart to data-driven insights from an RFM analysis of your overall fundraising appeals performance. Fundraising managers can use this Accelerator to better understand how different segments of supporters interact with your organization and receive recommended marketing actions for each identified donor segment.

RFM Analysis (donor segmentation): RFM stands for Recency, Frequency, and Monetary value, each corresponding to some donor hey trait.

RFM Accelerator pages show how the donor base is segmented according to their RFM values and recommends marketing actions for each identified segments.

Answer key business questions

  • How much donations do we receive?
  • How many active donors do we have?
  • How performant are our appeals?
  • From which countries do we receive the most donations?
  • Who are our donors?
  • What is the performance of each appeal?
  • What are the recommended marketing actions to address each donor segment?

Monitor and improve KPIs

  • Nb of Gifts
  • Total Donations
  • Nb of Donors
  • Nb of New Donors
  • Nb of Appeals
  • Donor Aging
  • Avg Gift
  • Nb of Gifts per Donor
  • Donations per Appeal

Required attributes

  • Donation Date (date)
  • Donor (string)
  • Donor Type (string)
  • Donor Country (string)
  • Donation Type (string)
  • Donation Source (string)
  • Appeal (string)
  • Donation Amount (numeric)

Understand the Data Model Requirements

The Accelerator shows data from these objects:

  • Payment
  • Donation
  • Account
  • Contact
  • Campaign
  • Record Type
  • User

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
  • Slalom - Global Data & Analytics and Business Expertise from Tableau's top SI
  • USEReady - Global team of modernization and analytics experts focused on Financial Services
  • Lovelytics - Data viz experts provide data strategy solutions and focus on Financial Services and Retail.
  • Keyrus - Solutions with Tableau and Salesforce prepare you for the future

Tech Specifications

Connection Type

Salesforce

Supported Layouts

Works with

Tableau 2019.4 and later

Security and Legal

Accelerator