---
schema_version: "1"
id: fed16d7680a157b1c45c0a717f7b18f37aa2df1d8c95d37ad49ffc89d2678392
title: Create a Fundraising Performance 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_perf_create.md
canonical_url: https://help.salesforce.com/s/articleView?id=analytics.bi_template_fundraising_perf_create.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cc8459b714c6ffa2f7dd0877b81cdac6deef7115c37226904bf992cc32404e55
description: A guided flow walks you through creating an app from the Fundraising Performance Analytics template.
products:
  - CRM Analytics
  - Cross Cloud
release: "264"
---
# Create a Fundraising Performance Analytics App

A guided flow walks you through creating an app from the Fundraising Performance Analytics template.

### 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%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d187844e64">User Permissions
              Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d187844e64 ">To create and manage the Fundraising Performance Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d187844e64 ">Manage CRM Analytics Templated Apps</td>


          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d187844e64 ">To use the Fundraising Performance Analytics app:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d187844e64 ">Use CRM Analytics Templated Apps</td>

          </tr>
        </tbody>
      </table>

Before you create an app, make sure that:

- Your org has data stored in the Opportunity object. 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.

For the best results from the app, make sure that:

- Your org has at least 3 years of data in standard objects used in the Nonprofit Success Pack, including the Contact, Account, Opportunity (Donation), and User objects. Use of the Contact object is optional. If Analytics doesn’t detect contacts, the template uses accounts.
- The Opportunity (Donation) object data includes the Closed Won stage type, for example, Stage - Closed Won, Awarded, Posted.
- Your org uses the Campaign object Campaign Type field to indicate a donation’s type of program or segment. This field lets you analyze fundraising results of programs, such as direct mail or major giving.
- Exclude large one-time gifts, which can distort your results.

1. From the Analytics tab or Analytics Studio, click **Create** and then select **App**.
2. Select the Fundraising Performance Analytics template to open the guided flow.
3. If you already have a Fundraising Performance Analytics app, choose to reuse its settings or start with the default settings.
4. Click **Looks good, next**.
    
    The guided flow checks that your org meets the minimum requirements.
5. If your org meets the minimum requirements, click **Looks good, next**.
    
    If the requirements aren’t met, check the feedback.
6. Name and save your app.