One Report, Many Dashboard Components

Do you have a favorite Salesforce report that provides you a wealth of data that you would like to represent visually? If your report is pulling together multiple sums and groupings, then one graphical representation will not be possible or desirable. But with a Dashboard in Salesforce Lightning, you can leverage the same report to show many aspects of your data in one place.

We used two of our favorite reports “New Donors Last Year” and “Second Year Donors”. These reports pull the list of gifts made last year by new and returning donors, grouped by donation Record Type and by donor, and count the number of donors as well as the number of donations.

We then used the two reports to create a rich Lightning Dashboard that visually displays various aspects of the data.

LightningDashboardBlog

Each of the two reports was reused multiple times to extract and display different aspects of the data using the right visual representation in dashboard components. The New Donors Last Year is used to display the four dashboard components in the top row, while the Second Year Donors report was used to create the four components in the bottom row.

When adding a new Dashboard component in Lightning you can select the report you wish to use, the visual representation and the actual slice of data from the report. LightningDashboardComponent2

By reusing the same report for multiple components you can avoid the proliferation of multiple versions of the same report, and you can easily call out various aspects of the data by visually representing them in a dashboard.

Crowdfunding and Peer-to-Peer Fundraising, and How to Leverage Your CRM to Make Both Work

Development directors for nonprofits of all sizes spend their days thinking through strategies about how to raise money so their organization can do the amazing things it was created to do.

Two online fundraising strategies that have emerged in the past few years raise the bar in terms of how nonprofits connect with their communities and engage their donors. Nonprofits can now use both crowdfunding and peer-to-peer fundraising campaigns to raise the the funds they need in ways that are far more public and interactive than traditional donor acquisition methods.

These are powerful fundraising strategies on their own. But when combined with a nonprofit’s CRM like Salesforce, they can help an organization build on a campaign’s success to reach a wider audience, grow their donor base, and multiply their impact.