I have an existing SalesForce database, along with an up-to-date version of NPSP. I am a beginner in SF, and I want to better organize our database. I am considering switching to the Household Account model, and I need better ways to create reports (including customizable rollups).
We are in need of better ways to compare donation totals year-by-year for at least the past five years, and in doing so, set goals for the future. We also need to identify potential major donors based on better reporting. Our primary goal at present is to convert more individual donors with capacity into major donors.
Los Cenzontles is a band, a nonprofit organization, a music academy, a community space for youth and families, and a hub for Latino artists - all working together to amplify our Mexican roots here in the Bay Area and beyond.