Nonprofit Salesforce Reporting Health Check

Make your fundraising reports easier to trust.

If your nonprofit uses Salesforce but still relies on exports, side spreadsheets, or manual explanations to understand revenue and pipeline, I can help you find what is breaking down and what to fix first.

The Salesforce Reporting Health Check is a focused review of your fundraising reports, dashboards, definitions, and data habits. You get a plainspoken findings report, prioritized cleanup recommendations, and a practical reporting structure your team can use.

The Problem

Salesforce may be the system of record, but many nonprofit teams still do not trust what their dashboards are telling them.

Common signs:

  • leadership asks for revenue numbers that require a manual export
  • campaign reports do not match expectations
  • pipeline totals are technically correct but practically misleading
  • old opportunities keep showing up in active reports
  • team members disagree about what confirmed, committed, cash-in, or pipeline means
  • reports answer the field structure instead of the business question

What I Review

The review can include selected reports, dashboards, screenshots, exports, definitions, and stakeholder questions.

I look for the practical issues that make nonprofit fundraising reports hard to use:

  • unclear revenue definitions
  • stale opportunities
  • close date problems
  • campaign hierarchy confusion
  • GAU/reporting category confusion
  • soft credit, pledge, or payment reporting ambiguity
  • dashboard filters that do not match the actual question
  • manual exports that have become the real reporting layer

What You Get

The standard health check includes:

  • 60-90 minute discovery call
  • review of selected reports, dashboards, definitions, and exports
  • written findings report
  • data trust risk summary
  • recommended report and dashboard structure
  • prioritized cleanup roadmap
  • one follow-up call

Packages

Starter Audit

Price: $500

For small teams that need a quick read on a few reports or dashboard components.

Includes:

  • 45-minute discovery call
  • review of up to 5 reports or dashboard components
  • written summary of key risks and quick wins
  • recommended next steps

Standard Health Check

Price: $1,500

For teams that need a full written findings report and practical reporting roadmap.

Includes:

  • 60-90 minute discovery call
  • selected review of reports, dashboards, definitions, and exports
  • written findings report
  • prioritized cleanup roadmap
  • recommended core dashboard/report structure
  • one follow-up call

This is the recommended starting point.

Implementation Sprint

Starting at $2,500

For teams that want help building or cleaning up the recommended reports, dashboards, naming conventions, SOPs, or QA process.

Quoted after the health check.

Good Fit

This is a good fit if your team:

  • uses Salesforce or Salesforce NPSP for fundraising data
  • wants clearer revenue, campaign, or pipeline reporting
  • still relies on exports or side spreadsheets
  • has dashboards people do not fully trust
  • needs practical recommendations before a larger cleanup or implementation

Not A Full Implementation

This is not a full Salesforce implementation, major migration, custom app build, or emergency data rescue. Those can be scoped separately if needed.

The first goal is clarity: what is unreliable, why it is unreliable, and what to fix first.

Request A Health Check

Send a short note with what feels unreliable, confusing, or too manual in your current reporting process.

Email: crtadams@icloud.com