Summary

In this chapter, we learned how to bring all the data that has been collected together and relate it in ways that help a nonprofit increase its impact. Reports are the primary building blocks for this. Dashboards enhance the user interface with data to make it easy to see, read, and recognize trends, data skews, and other decision-making points that executives may need. We also learned that Tableau is the premier data visualization tool for doing this.

At this point, you should be familiar with the standard reports and dashboards that are part of NPSP. As a Salesforce administrator, you learned how to customize existing reports and create new report types. Understanding the data schema of NPSP itself gives you the knowledge to customize and create reports and dashboards for NPSP and its related modules, such as V4S and PMM.

Tableau is an immense and robust product and in this chapter, we saw a very high-level overview of how it might be leveraged for nonprofits and in...