Salesforce Report Creation

Help Grantmakers In Aging, Inc. create reports in Salesforce to generate insights relevant to the organization's work.
Grantmakers In Aging, Inc.
Fort Wayne, IN, USA
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Grantmakers In Aging, Inc.
Fort Wayne, IN, USA

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Posted July 24th

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Project Details

What We Need
  • Up to 5 new reports in an Organization’s instance of Salesforce
  • Training on how to interpret and make basic updates to reports
Additional Details

- Need a report to pull list of members who are due to pay membership dues
- Need a report to pull list of prospective members by state
- Need a report to pull list of members who paid 2019, 2020, and 2021 membership dues
- Need a report to pull list of members who have paid Fund the Future pledge
- Need a report to pull grants received

What We Have In Place
  • We currently have data in Salesforce for all these categories/reports, which should make it easy for you to get started. We also have admin access, and the ability to provide any other information you need.
How This Will Help
This project will save us $4,762 , allowing us to hire a part-time administrative assistant and invest in needed software to streamline operations.

This project will help us provide basic membership information and financial reports to gauge membership dues revenue and tracking capacity and provide a projection of dues received. This project will help us eliminate current system of duplicate tracking with Salesforce and Excel.

Project Plan

P
Prep: Alignment on Salesforce Setup & Reporting Goals
  • Volunteer Manager introduces the Professional to the Organization’s Salesforce setup and provides them with a detailed description of reporting needs and use cases
  • Volunteer Manager and Professional align on feasibility of what kinds of reports can be set up in Salesforce to meet these needs
  • Volunteer Manager provides Professional with admin-level access to the Organization’s Salesforce instance
1
Milestone 1: Draft Report Creation
  • Professional prepares initial drafts of reports in the Organization’s Salesforce instance
  • Professional presents reports to the Volunteer Manager and receives & implements any feedback (up to two rounds)
2
Milestone 2: Report Finalization & Training
  • Professional presents final versions of reports and trains Volunteer Manager and any other relevant staff on how to read and interpret them
  • Professional provides training on how to make simple changes to reports (e.g. inserting date filters)
  • Professional provides training on the overall functionality of Salesforce reports
  • Professional is available for up to two weeks to answer any questions about reports
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About The Org

Grantmakers In Aging, Inc.
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Posted by
Maria G.

Director of Member Services & Knowledge Management

Our Mission

Believing a society which is better for older adults is better for people of all ages, Grantmakers In Aging - a national membership organization of philanthropies - acts as a relevant and responsive network, resource, and champion, amplifying the voices of older people and issues of aging.

Testimonials

Soumya is extremely knowledgeable of Salesforce, in particular, report and dashboard creation. She took time to learn about our organization, our needs, and what we wanted with our reports. We were pleased that she checked in throughout the process to ensure the deliverables were to our satisfaction. We highly recommend Soumya!
Maria Gonzalez Jackson
Maria G.

Director of Member Services & Knowledge Management

Salesforce Report Creation Project

Grantmakers In aging , Inc is a great organization to work for !! Maria is very friendly, I would recommend this to anyone looking for volunteer jobs.
Soumya Chandrasekharan
Soumya C.

Salesforce Administrator

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