Your Blueprint for Data Bliss: The Dashboard that Every Nonprofit Needs

Overwhelmed admins and exasperated users know that data quality issues are swarming in their org, but battling them can feel like swatting flies in a horse barn. Enter the Data Quality Monitor: a dashboard that pulls together all your data problems like a fly trap, allowing you to knock them down – a dozen or a thousand in one blow! By using standard Salesforce capabilities strategically, a sparkling clean database is within reach.

The concept of a “Wall of Zeros” dashboard wasn’t pioneered at Redpath Consulting Group, but we have perfected it for our nonprofit customers. Stephanie King is a Senior Consultant with more than a decade of experience helping nonprofits succeed with Salesforce. Participants will leave with a documented set of dashboard components that will enable them to identify the top data quality bugs shared by many NPSP orgs. More importantly, the will have the knowledge and strategy they need to capture their own unique data quality problems, track them upstream, and perhaps even end them for good.

This session will cover both actionable advice and strategic concepts to help you build a game-changing Data Quality Dashboard. Beyong the dashboard itself, we’ll also touch on some other Salesforce features, third-party apps, and integration principles that all lie ahead on your journey toward impeccable data.

NonProfit
Location: Lake Minnetonka Date: July 19, 2024 Time: 9:00 am - 9:45 am Stephanie King Stephanie King