www.salesforcefoundation.org/intl

@tetsuwandrew

Drew Smith

Product Program Manager, Asia Pacific

Reports and Dashboards Basic Examples for Nonprofit Users

Defined set of records and fields

Returned set of records that meets the Report Type

Charted results from Reports

How Do The Pieces Work in Salesforce?

Assumptions:

- You are the Administrator

- Opportunities = Donations

- Your Fundraising Team ‘Role’ and ‘Hierarchy’ are set up

- You are using Chatter

Step 1: The Fundraising Team Manager, Elliot Stuart wants to know the details on open

donation pledges weekly from May 1 through to September 30 and who owns the open

donation pledges so that he can follow up with each the team member.

Step 2: Elliot has asked you to create some key charts around the open donation situation for

the period.

1. Sum of open donations for each user over the period

2. Sum of open donations each week over the period

3. Track the progress on the open donation pledges total versus the $10,000 target

for the next 3 months to understand if an extra marketing drive is needed

Step 3: Elliot also wants this to run each week automatically on Monday at 7am and want

these reports only visible to him and his team.

Video Link Here

Reports and Dashboards – Scenario Demonstrations

Download this Deck:

http://www.slideshare.net/SalesforcefoundationAPAC/

Salesforce Reports and Dashboards: Here

Getting Started with Analytics – Cheetsheet: Here

Salesforce Foundation Best Help on Youtube: Here

ForcifyMe Nonprofit Salesforce Training Videos: Here

Where to Find More