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Nashville Analytics for nonprofits

Systems that support your mission.
People equipped to use them.

Reliable funder reporting, relationship continuity, and staff capacity matter to the mission. We connect CRM and donor systems, program and finance data, and reporting. Deep Salesforce experience sits alongside work with other platforms; AI workshops and hands-on support help people use the foundation.

Discuss your CRM and reporting

Reporting and organizational continuity

Keep essential knowledge working for the mission.

Nonprofit · Reporting & continuity

Nashville CARES

Critical reporting knowledge became a shared, validated process, followed by reporting support, data-platform development, and organizational transition work.

Continuity phase delivered · modernization continues

See the work

Implementation through adoption

More than configuring the CRM.

We work across the full path from source information to the report your team needs to produce.

01

Implement & migrate

Configure the CRM or donor system around relationships, programs, and staff workflows. Improve the current platform or clean and migrate data when a change makes sense.

02

Integrate & reconcile

Connect program, fundraising, accounting, and other sources. Establish shared definitions and data-quality checks.

03

Report & understand

Build reports in your existing systems and connected dashboards around leadership, development, program, and finance questions.

04

Train & support

Document processes, equip staff and administrators, and support the next round of improvements.

From daily work to a shared view.

A report is only as useful as the information and workflows underneath it.

  1. 01Gifts, programs & relationships
  2. 02CRM, donor & connected systems
  3. 03Defined metrics & quality checks
  4. 04Board, funder & operating reports
Example nonprofit reporting architecture

Nonprofit work

Different missions. Connected delivery.

Nonprofit · Salesforce & reporting

Corner to Corner

Salesforce workflows, connected program data, Power BI dashboards, and staff training—delivered as one connected engagement.

Implementation delivered · ongoing support

See the work

Nonprofit · Salesforce & integration

Arizona Educational Foundation

Salesforce configuration, a completed legacy migration, and a connection to Microsoft Fabric establish the reporting foundation.

Delivered milestones · ongoing implementation

See the work

Build capacity around the systems.

The CRM can be the starting point. We also help with the information and capacity around it.

Reporting continuity

Capture reporting knowledge, document ownership, and make repeatable outputs easier to maintain.

Explore reporting →

AI enablement & workshops

Practice AI-assisted grant writing, research, and preparation with structured methods your team can carry into its work.

Explore AI workshops →

Designed around your team.

What if we have limited internal technical capacity?

We define the responsibilities, training, administration, and support needed alongside the build. Ongoing support can be part of the engagement.

Do we need to move to Salesforce?

No. We start with your needs and current systems. Our experience includes multiple CRM and donor environments. We improve and connect existing systems as well as delivering Salesforce implementations and migrations.

Can you improve our current reporting?

Yes. We examine the sources, definitions, workflows, and reports together. Scope can include Salesforce reporting, Power BI, data-platform connections, and documentation.

A useful first conversation

Let’s connect your CRM and reporting.

Tell us which systems your team uses and what you need them to make possible.

Talk through your project