Worked with a small non-profit in the arts to take manually generated Excel membership totals and transform to automatic membership dashboards in Salesforce NPSP, including segments, trends, and comparisons to previous year.
Key tasks included:
- Interviewed executive staff to understand the desired membership dashboard
- Mapped the data snapshots and aggregation needed to support trend and comparison reporting
- Configured Salesforce reports, custom objects, reporting snapshots, and dashboards
- Completed data conversion to support trend reporting for the previous 12 month period
- Established automated email notifications to executive staff with monthly dashboard updates
When complete, the manual generation and reconciliation of membership totals was no longer required. In addition, comparisons to previous year performance is now available to predict trends in membership.