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            Fundraising Intelligence in Nonprofit

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            Fundraising Intelligence in Nonprofit

            Fundraising Intelligence offers a comprehensive suite of Tableau Next dashboards to assess fundraising performance, optimize strategies, and achieve cost-effective results. Integrated with Data 360, the dashboards feature detailed data visualizations and analysis of key performance indicators, enhancing the efficiency of fundraising strategies.

            REQUIRED EDITIONS
            Available in: Lightning Experience
            Available with: Nonprofit Cloud or Nonprofit Cloud for Grantmaking in Enterprise, Performance, and Unlimited Editions
            Note
            Note The portions of the Services and features branded as Tableau Next are provided on separate infrastructure: (i) may involve privacy and security protections that are different than your other services; (ii) may be hosted in physical locations that are different than your other services; and (iii) are further described in the Salesforce Trust and Compliance Documentation. This feature requires Customer has a Customer Data 360 subscription and consumes Data Services Credits.
            User Permissions Needed  
            To install the Fundraising Intelligence dashboards (Permission Sets can be added during setup):
            • Data 360 Architect Permission Set
            • Fundraising Intelligence Admin Permission Set
            To use Fundraising Intelligence:
            • Data 360 User Permission Set
            • Fundraising Intelligence User Permission Set
            • Tableau Next Limited Consumer OR the Tableau Next Included App Business user

            The Fundraising Intelligence app includes three embedded dashboards. Major Donor Insights on the Philanthropy and Partnerships homepage, Mass Market Insights on the Donor Engagement homepage, and Fundraising Performance Insights on the Fundraising Strategy homepage.

            • Set Up and Install Fundraising Intelligence in Nonprofit
              Set up Fundraising Intelligence to access dashboards and analytics. To set up Fundraising Intelligence, you need to create and map Data 360 assets and ingest Data 360 data.
            • Embed Fundraising Intelligence Dashboards in Nonprofit
              Enhance user visibility into the Fundraising Analytics App by embedding its dashboards in Lightning Experience pages. The dashboards are automatically embedded in homepages when the app is installed. If your homepages have been customized, manually add the Fundraising Analytics Dashboard component by using the Lightning App Builder.
            • Fundraising Intelligence Dashboards in Nonprofit
              Maximize fundraising effectiveness with the Fundraising Intelligence dashboards. These dashboards provide detailed donor metrics, campaign analytics, and organizational health data. Use these insights to enhance donor engagement and optimize campaign strategies, directly improving fundraising outcomes.
             
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