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Explore Fundraising Performance with the Fundraising Analytics App
Analyze the success of your campaigns with visualizations of your donation data from Account, Contact, Opportunity, and other objects of your choice. The app works with the Salesforce Nonprofit Success Pack. The Fundraising Analytics template guides you through creating the app.
Required Editions
| Available with CRM Analytics, which is available for an extra cost in Enterprise, Performance, and Unlimited Editions. Also available in Developer Edition. Requires a CRM Analytics license. |
| User Permissions Needed | |
|---|---|
| To create and manage the Fundraising Analytics app: | Manage CRM Analytics Templated Apps |
| To use the Fundraising Analytics app: | Use CRM Analytics Templated Apps |
Before you create an app, make sure that:
- Your org has data stored in the Opportunity and Account objects, along with at least one task and one event. The Salesforce Nonprofit Starter Pack uses the Opportunity object for donation data. In the app, an opportunity is called a donation.
- The Analytics Integration User has the appropriate Salesforce field-level security to view the fields that you want to analyze.
- From the Analytics tab or Analytics Studio, click Create and then select App.
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Select the Fundraising Analytics template to open the guided flow.
The guided flow checks that your org meets the minimum requirements.
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If your org meets the minimum requirements, click Looks good,
next.
If the requirements aren’t met, check the feedback.
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Choose whether you want to create the basic or a custom app, and then click
Looks good, next.
If you choose the basic app, name and save your app. If you’re creating a custom app, the guided flow continues.
- Select additional objects to use in your app and specify how you want to use their data. Click Looks good, next.
- Specify how the app uses Account data to segment customer and geographic data. Click Looks good, next.
- Specify which fields from the Opportunity object signify total donation and new business. Remember, opportunities are called donations in your finished app. Click Looks good, next.
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If you’ve set up a role hierarchy, choose which data your app users can access.
- Salesforce role hierarchy—Users can see the data in Opportunity and Account objects owned by them and people below them in the hierarchy.
- Team benchmarking—Users can see data in Opportunity and Account objects owned by them and people below them in the hierarchy as well as owned by others at their level in the role hierarchy.
- All Sales Cloud data—Users can see any data regardless of role.
- Click Looks good, next.
- Select how the app handles Account Teams and Opportunity Teams information. Click Looks good, next.
- If you segment Opportunity data by record type, select the record types to include in the datasets. To include all record types, leave this question blank. Click Looks good, next.
- Select the fields to add to the app datasets for accounts, donations (opportunities), users, activities, and data from any additional objects you specified. Click Looks good, next.
- Name and save your app.
It takes a few minutes to create your app. You can see its status on the app’s tab. After it’s created, refresh the tab to view the app.
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