We have a mantra that guides the development of our online engagement apps when integrating with Salesforce: stay true to the core. We do everything we can to leverage the functionality and data model inherent in Salesforce and the Nonprofit Success Pack (NPSP), only creating something new when necessary. This mantra means that Soapbox's integrations are designed to work with Recurring Donations, Opportunities/Donations, Payments, Campaigns, each NPSP Account model and a host of other elements that comprise Salesforce and the Nonprofit Success Pack. It also means that data winds up where the NPSP expects it to wind up.
There are a lot of reasons why we do this. And, with the release of NPSP Version 3.90, there are 71 more!
An amazing team of nonprofit experts in the Salesforce.org community just dropped 67 new Reports and 4 new Dashboards into the NPSP. They cover a dizzying array of common nonprofit scenarios across an insane number of aspects of the NPSP. And, since Soapbox places data where it's expected, they immediately empower our users to get even more out of Salesforce with their reporting and data analytics might.
We've dropped the full list of those new Reports and Dashboards below in all its glory. For further details, including instructions for installing them into your Salesforce instance if it predates February 2017, download the Download Nonprofit Success Pack Reports Workbook.
Salesforce Nonprofit Success Pack Reports and Dashboards
A complete list as of February 2017
Nonprofit Success Pack Constituent Reports
| Report Title | Description |
|---|---|
| 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. |
| Engagement Plan Tasks | Open tasks and their assigned users that are related to Engagement Plans. |
| Lapsed Members (Contacts) | Contacts whose memberships have lapsed, grouped by Membership End Date. |
| Memberships Over Time | New memberships over the lifetime of your org, grouped by Membership Join Date. |
| New Members | Members who joined in the last 60 days. |
| New Renewals | Members who have renewed in the last 60 days. |
Nonprofit Success Pack Fundraising Reports
| Report Title | Description |
|---|---|
| 10% Increase Projection | Provides 10% increase projection figures over Last Gift and Last Year Total Gifts |
| Account LYBUNT | Accounts that donated last year but unfortunately not this year (LYBUNT). |
| Account SYBUNT | Accounts that donated some year, but unfortunately not this year (SYBUNT). |
| Accounts by Best Gift Year | All Accounts grouped by their highest giving year. |
| Campaign ROI Analysis | Provides return on investment figures for Campaigns with Actual Cost. |
| Provides return on investment figures for Campaigns with Actual | All Closed/Won Opportunities grouped by giving Household Account. |
| Closed/Won Opps by Type and Fiscal Year | Matrix report of Closed/Won Opportunities by Record Type and Fiscal Year. |
| Closed/Won Opps by Type and Payment | Matrix report of Closed/Won Opportunities by Record Type and Payment Information. |
| Closed/Won Opps by Type, GAU, and FY | Matrix report of Closed/Won Opportunities by Record Type, GAU Allocation, and Fiscal Year. |
| Contact LYBUNT | Contacts who donated last year, but unfortunately not this year (LYBUNT). |
| Contact SYBUNT | Contacts who donated some year, but unfortunately not this year (SYBUNT). |
| Contacts by Best Gift Year | All Contacts grouped by their highest giving year. |
| Contacts with Giving Totals | Provides summary calculations for Total Gifts, Best Gift Year, Largest Gifts, and more. |
| Contacts with Soft Credits | Provides summary calculations for Soft Credit Totals, Soft Credit This Year, Soft Credit Last Year, and Two Years Ago. |
| Donation % Change This Year vs Last Year | Provides donation percentage change calculation between this year and the previous year, grouped by Account. |
| Expected Opportunities | Comprehensive list of Opportunities, grouped by Account Record Type, Opportunity Record Type, and Stage. |
| Expected Overdue Payments | Comprehensive list of overdue Payments. |
| Expected Payments | Comprehensive list of unpaid Payments, grouped by Payment Scheduled Date. |
| GAU Allocations and Payments | Joined report (Classic Only) that provides GAU Allocation and Payment information in a single view, grouped by Opportunity. |
| General Accounting Units | Provides various summary calculation figures for individual General Accounting Units. Click Show Details to see a breakdown of Allocations by Opportunity. |
| Grants This Year | A list of all Grant Opportunities this year. |
| Households with Giving Totals | Provides summary calculations for Total Gifts, Best Gift Year, Largest Gifts, and more. |
| Lifetime Account by Level | Provides a breakdown of Total Gifts for all Accounts, grouped by Level. |
| Lifetime Account Gift Ranges | Provides a breakdown of Total Gifts for all Accounts, grouped by gift range bucket. |
| Month by Month Donation Comparison | Provides multi-year donation calculation figures, demonstrating cumulative trends for revenue grouped by calendar month over time. |
| Open Opportunities | A list of open Opportunities, grouped by Stage. |
| Opportunities by Campaign Source | A list of all Opportunities, grouped by Campaign and Stage. |
| Opportunities by GAU Allocation | A list of Opportunities, grouped by General Accounting Unit and Fiscal Year. Excludes lost Opportunities. |
| Opportunities with Payments | Payments grouped by Opportunities with details. |
| Opportunities with Unclaimed Matching | Opportunities eligible for matching, where the donor's Primary Affiliation matches gifts, but matching fields have not been set on the Opportunity. |
| Paid Recurring Donations | List of paid Recurring Donation Opportunities, grouped by Account Record Type. |
| Prior Year Giving with Mailing Address | List of Total Gift amounts with Household address information. |
| Top 25 Account Donors Lifetime | List of 25 top Account donors, based on Total Gifts. |
| Top 25 Opportunities Lifetime | List of top 25 Opportunity donations, based on individual Opportunity Amount. |
| Tribute Opportunities | A list of donations given in honor or in memoriam, grouped by Tribute Type. |
Nonprofit Success Pack Dashboards
| Dashboard Title | Description |
|---|---|
| Development Analysis | Compare giving this year to the previous three years and get a quick overview of your recent and top donors. Includes charts showing:
|
| Development Forecasting | Review giving in your pipeline, and find and cultivate new potential donors. Includes charts showing:
|
| Giving Range Analysis | Break your donors into groups and review each individually for patterns year over year. Includes charts showing:
|
| NPSP Campaign ROI Analysis | Compare your fundraising campaigns and analyze their success. Includes charts showing:
|
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