Revolutionizing Sales with AI: Unlocking the Power of Salesforce Sales GPT

NPSP Constituent Reports

• All Contacts: All Contacts in your organization.
• All Organizations: Accounts that are not One-to-One, Individual Bucket, or Household Accounts.
• All Relationships: All Relationships in your org, with only one record from a Reciprocal Relationship.
• Current Members (Contacts): Current members grouped by Membership End Month.
  
  

NPSP Fundraising Reports

• 10% Increase Projection: Projects a 10% increase in figures compared to both the Last Gift and the Total Gifts from the previous year.
• Account LYBUNT: Accounts that donated last year but did not do so this year. (LYBUNT).
• Account SYBUNT: Accounts that donated some year but not in the current year (SYBUNT).
• Accounts by Best Gift Year: Group all accounts according to the year in which they made their highest contributions.
  
  

These examples showcase just a glimpse of the extensive range of reports available in NPSP, empowering organizations with robust data analysis capabilities to optimize their fundraising strategies. Salesforce consulting services can assist in further customizing these dashboards for specific organizational needs.

Pre-Installation Checks: Before diving into the installation process for the new Reports, it is crucial to ensure that your Reports and Dashboards settings are properly configured and that your organization contains a Grant record type. Neglecting these prerequisites could lead to installation failures. Salesforce consulting partners are often consulted to ensure smooth configuration and installation. Here’s what you need to do:

• Access Setup: Start by clicking on the Setup icon.
• Verify Reports and Dashboards Settings: Enter “Reports and Dashboards” into the Quick Find search bar and then choose “Reports and Dashboards Settings” from the results.
• Confirm Grant Record Type: Navigate to the Object Manager tab, select “Opportunity” from the list of objects, and check for a record type named “Grant.” If needed, Salesforce development services can help create this record type to match organizational needs.
  
  

The user installing the Reports package must possess a System Administrator profile with permissions configured by salesforce implementation companies. Attempting installation with a profile lacking essential permissions will result in errors.

Installation Process: If you initiated a Trial of NPSP before version 3.90 or installed NPSP without starting from a Trial version, installing the NPSP reports in your organization is required. Sales cloud implementation specialists or Salesforce consulting companies can guide you through this. Here’s how to proceed:

• Visit the NPSP Reports & Dashboards Installer (https://install.salesforce.org/products/npsp/latest/reports).
• Log in using your Salesforce organization credentials.
• Click on “Install.”
  
  

Handling Old NPSP Reports and Folders: For organizations with existing old report folders, it’s advisable to gradually phase them out by hiding them from regular users while keeping them accessible to administrators. Salesforce managed services can assist in implementing this strategy, ensuring smooth transitions.

Advantages of Real-Time Reports and Dashboards Real-time reports and dashboards offer numerous advantages to nonprofits:

• Timely Decision-Making: With real-time access to data, nonprofit leaders can make informed decisions instantly, responding swiftly to changing circumstances and maximizing opportunities.
• Enhanced Donor Engagement: Real-time insights enable nonprofits to understand donor behavior, preferences, and engagement situations, facilitating substantiated communication and targeted fundraising efforts.
• Performance Monitoring: Dashboards give a centralized hub for covering crucial performance pointers (KPIs), program outcomes, and fundraising progress, empowering nonprofits to track performance against goals and objects.
• Transparency and Accountability: By participating in real-time reports and dashboards with stakeholders, nonprofits foster transparency and accountability, building trust and confidence in their charge and impact.