The Tableau Accelerator for Salesforce Nonprofit Cloud Donations (Advanced) gives you a jumpstart to data-driven insights for an overview of fundraising appeals performance.
Fundraising managers can use this Accelerator to better understand how supporters are interacting with your organization to help you:
- Engage with existing donors
- Recruit new donors
- Increase average gift size
- Increase frequency of donations
- Better target your audience for each appeal
Answer key business questions
- How many 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?
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
- 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:
- Record Type
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