Salesforce Nonprofit Cloud Donations (Advanced) | Tableau Exchange

Salesforce Nonprofit Cloud Donations (Advanced)

by Tableau

Description

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

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

Tech Specifications

Connection Type

Salesforce

Supported Layouts

Security and Legal

Accelerator