Donor Relationship Management with Trio

Customized Fundraising ReportsA world of data at your fingertips

Salesforce gives you the ability to generate a host of dashboards using any metric. Curious how many donors have given last year but have not this year? Wonder how a certain campaign rates against another? Over forty reports are available that may be used as the foundation for dashboards. A number of dashboards are also available as part of the Salesforce module. Need to see a different dashboard? it is easy to create one through the dashboard wizard.

High-performance dashboards

Extensive help manuals as well as tutorial videos are available to help you with the development of reports & dashboards inside Salesforce. Creating a dashboard is as easy as dragging and dropping a presentation object (graph, chart, table, etc.) and assigning a data source to the object.

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