How do I know how well we are doing?

Written by John Dray (CEO)

30th September 2021

What on earth are they doing?

One of the scariest moments of going from being a successful ‘minion’ to a manager is that moment when you realise that you don’t know what is happening.

You can look very carefully at the folk you are managing, but you cannot watch every mouse click and keyboard tap and screen flick. You don’t want to be one of those managers who thinks that you can do everything better than your staff. A manager who micro-manages, picks up on every detail of every piece of work done by their staff.

This situation is unpleasant for the staff, unpleasant for the manager and inefficient, as every piece of work is being done twice.

Similarly, how do you know what is happening with your resources? Are your finances in a good state? Is money coming in?

For charities there are questions like… did the people who donated last year donate this year? If not, why not?

If they did give this year, did they increase their donation?

So many questions, so little time.

To manually go through every piece of data takes forever.

That is why I am running the next Salesforce Lunch and Learn. To look at reports…

In Salesforce, once you have written a report, it will keep on running with current data. So you can run it against the last 3 months of data and it will update so that no matter what data you run it on, you will get the last 3 months of data.

Within the Salesforce Non Profit Success Pack there are a number of reports that are particularly aimed at donations and comparing this year to previous year.

21st October from 12noon to 12:45 we will be looking at these reports and how you can use them.

Book Here is where you can sign up.

Use the code SALESFORCE to get your ticket for free. (This is to stop the ‘bots signing up and taking the valuable places.)

See you there.

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