---
schema_version: "1"
id: ea14a584a804793d24c24b9fccac61d26c6db1caac14dcd895f7c854d269955c
title: Explore Fundraising Performance with the Fundraising Analytics App
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/analytics/264-0-0/bi_template_fundraising.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_fundraising.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 08e5f17ea4957936b64c83759a526998713506cfaf248941d26712faab78c87c
description: Analyze the success of your campaigns with visualizations of your donation data from Account, Contact, Opportunity, and other objects of your choice. The app works with the Salesforce Nonprofit Success Pack. The Fundraising Analytics template guides you through creating the app.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Explore Fundraising Performance with the Fundraising Analytics App

Analyze the success of your campaigns with visualizations of your donation data from Account, Contact, Opportunity, and other objects of your choice. The app works with the Salesforce Nonprofit Success Pack. The Fundraising Analytics template guides you through creating the app.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available with CRM Analytics, which is available for an extra cost in <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions. Also available in <strong>Developer</strong> Edition. Requires a CRM Analytics license.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d136661e64">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d136661e64 ">To create and manage the Fundraising Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d136661e64 ">Manage CRM Analytics Templated Apps</td>


          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d136661e64 ">To use the Fundraising Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d136661e64 ">Use CRM Analytics Templated Apps</td>

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Before you create an app, make sure that:

- Your org has data stored in the Opportunity and Account objects, along with at least one task and one event. The Salesforce Nonprofit Starter Pack uses the Opportunity object for donation data. In the app, an opportunity is called a donation.
- The Analytics Integration User has the appropriate [Salesforce field-level security](https://help.salesforce.com/s/articleView?id=analytics.bi_templates_field_level_security.htm&release=264.0.0&type=5 "Before creating an app from a template, you may have to give the Analytics Integration User access to all fields used in the app.") to view the fields that you want to analyze.

1. From the Analytics tab or Analytics Studio, click **Create** and then select **App**.
2. Select the Fundraising Analytics template to open the guided flow.
    
    The guided flow checks that your org meets the minimum requirements.
3. If your org meets the minimum requirements, click **Looks good, next**.
    
    If the requirements aren’t met, check the feedback.
4. Choose whether you want to create the basic or a custom app, and then click **Looks good, next**.
    
    If you choose the basic app, name and save your app. If you’re creating a custom app, the guided flow continues.
5. Select additional objects to use in your app and specify how you want to use their data. Click **Looks good, next**.
6. Specify how the app uses Account data to segment customer and geographic data. Click **Looks good, next**.
7. Specify which fields from the Opportunity object signify total donation and new business. Remember, opportunities are called donations in your finished app. Click **Looks good, next**.
8. If you’ve set up a role hierarchy, choose which data your app users can access.
    - Salesforce role hierarchy—Users can see the data in Opportunity and Account objects owned by them and people below them in the hierarchy.
    - Team benchmarking—Users can see data in Opportunity and Account objects owned by them and people below them in the hierarchy as well as owned by others at their level in the role hierarchy.
    - All Sales Cloud data—Users can see any data regardless of role.
9. Click **Looks good, next**.
10. Select how the app handles Account Teams and Opportunity Teams information. Click **Looks good, next**.
11. If you segment Opportunity data by record type, select the record types to include in the datasets. To include all record types, leave this question blank. Click **Looks good, next**.
12. Select the fields to add to the app datasets for accounts, donations (opportunities), users, activities, and data from any additional objects you specified. Click **Looks good, next**.
13. Name and save your app.

It takes a few minutes to create your app. You can see its status on the app’s tab. After it’s created, refresh the tab to view the app.

#### See Also

- [Create Apps from CRM Analytics Templates: Start Here](https://help.salesforce.com/s/articleView?id=analytics.bi_app_prebuilt_getting_started.htm&release=264.0.0&type=5 "Follow these general procedures when you create Apps from any CRM Analytics Template. Before you create an app, see the help for the CRM Analytics Template you want to use for requirements and instructions specific to that template.")