Demystifying Salesforce for Nonprofits: A Crash Course Guide
On any given day at your nonprofit, your staff and volunteers have their hands full with conducting outreach, planning fundraisers, following up with donors, and more. With so much to do and limited resources to work with, leveraging the right technology can be a game changer for your operational efficiency, program delivery, and overall community impact.
Salesforce for Nonprofits is one impactful software solution to consider investing in, especially for direct-service nonprofits. The platform makes it easy for frontline workers to collect, manage, and reference program participant data, allowing you to make more informed decisions and improve how you provide your services.
Salesforce Obscura: This quarter vs the same quarter last year, but ALIVE
A quick one that is the bane of many a fundraiser’s existence. You want to compare Q1 this year to Q1 last year. You’ve probably found tutorials that let you create a formula that outputs Q1, Q2 etc but then in your report filters you have to manually update the quarter each time it changes.
What if it could always represent a living quarter-to-date analysis of whatever the current quarter is? So as soon as Q2 hits, the report updates to show Q2 last year and Q2 this year, without anyone changing filters?