Just joined a new NP. I worked in SF years ago. I am retraining myself. Any suggestions on setting up my fundraising dashboard? I would like to see my accounts and gifts alerts and any donors who have not been contacted in the last 90 days. Any help is appreciated!
1 个回答
Hi @Stephanie Guzman have you looked at the NPSP Reports & Dashboards overview on Trailhead? https://trailhead.salesforce.com/content/learn/modules/fundraising-reports-and-dashboards-with-nonprofit-success-pack
It's a great way to get started! Also + adding this also to the @Nonprofit Reports & Dashboards group for others to chime in
