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Salesforce Winter ’22 Release: What You Need to Know

Cloud 4 Good

The search scopes are assigned by user profile, allowing admins to customize the search experience with business processes and teams in mind. Dynamic Gauge Charts in Dashboards (Beta). The dynamic gauge chart is now available to use report metrics and field values to respond dynamically to the displayed business metrics.

Chart 101
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If a Metric Changes on a Spreadsheet and No One Notices, Does it Show Impact?

Amy Sample Ward

Give me an interactive map, a pivot table, even a plain old pie chart and I’m happy. If we don’t set goals and then create regular opportunities to review the data, does it matter that we capture it? And the highest level metric that they lead with is that they have 20 volunteers, and they have 20 every year.

Metrics 158
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7 Ways Your Nonprofit Can Build a Strong Financial Foundation in 2024

sgEngage

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Tip 2: Bring both your program and finance teams into the grant application and award process.

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7 Ways Your Nonprofit Can Build a Strong Financial Foundation in 2023

sgEngage

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Review your naming conventions so each journal entry is easily identifiable.

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4 Ways to Take the Stress Out of Your Nonprofit Remote Audit

sgEngage

By taking these steps early in your audit process, you can make your remote audit seamless and almost painless. It’s important to find an auditor who is engaged in the process, and that you enjoy working with. Having an auditor whose calls you aren’t tempted to send to voicemail will make the entire process more enjoyable.

Review 70
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Mastering Major Gifts: The Ultimate Guide to Raise More

Bloomerang

7 steps to start a major gift program Major gift fundraising tools Let’s start by reviewing the basics of what these key donations are. Let’s review the key steps of finding major donor prospects, building relationships, and retaining their support for the long term: 1. Create a gift range chart. What is a major gift?

Gift 100
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7 Ways Your Nonprofit Can Build a Strong Financial Foundation in 2023

sgEngage

Create an Operating Reserve Fund (or Review Your Policy) An operating reserve is a crucial part of creating a strong financial foundation for your organization. Tip 1: If you have an operating reserve, review your policy. Review your naming conventions so each journal entry is easily identifiable.