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The Small & Mighty OrganizationTeach For All’s Strategic use of Salesforce for Goal Tracking
Kristi (Kleinfelter) Phillips
Director, Data Management
Teach For All
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One day all children will have the opportunity to attain an excellent education.
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Kristi (Kleinfelter) PhillipsDirector, Data ManagementTeach For [email protected]
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Roll-up summary formulas count progress to our goals.
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University[Account]
Candidate[Contact]
Application Tracker[Custom Object]
Annual Goals[Custom Object]
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Goals Set
Progress Achieved
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Workflows & formulas breakdown progress even
further.
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Joined reports analyze impact.
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