To address the VP of development's needs:
Review Existing Dashboard: Start by reviewing the existing components on the NPSP Development Forecasting dashboard. This provides a high-level view of the current giving pipeline.
Create Additional Reports: Develop new reports to track program metrics and compare them to donor histories. These new reports should capture the necessary program data.
Edit Dashboard: Modify the existing dashboard to include the new components that reflect the additional program data and metrics.
This approach leverages the existing infrastructure and enhances it to meet the organization's specific needs.
Reference:
Salesforce Nonprofit Success Pack Documentation
Salesforce Trailhead: Customizing Dashboards in NPSP

After migrating to a Nonprofit Success Pack (NPSP) Salesforce org, it's essential to ensure that all migrated Accounts are consistent with the chosen account model. The Data Quality Analysis Dashboard is a vital tool for this purpose.
Data Quality Analysis Dashboard:
This dashboard provides comprehensive insights into data quality across the org.
It helps identify inconsistencies, missing data, and discrepancies in Account records.
Steps to Ensure Consistency:
Run the Data Quality Analysis Dashboard:
Navigate to NPSP Settings and select the Data Quality Analysis Dashboard.
Review the results to identify any Accounts that do not conform to the expected account model.
Address Identified Issues:
Correct any identified discrepancies by updating the Account records to align with the chosen model (e.g., Household Account Model).
Regular Monitoring:
Schedule regular runs of the Data Quality Analysis Dashboard to maintain data integrity over time.
Benefits of Consistency:
Ensures accurate reporting and analytics.
Improves data integrity and usability across the organization.
Facilitates better donor and constituent management.
Complementary Tools:
While the Data Quality Analysis Dashboard is primary, tools like the NPSP Health Check Tool and Salesforce Optimizer can provide additional insights into overall org health and performance.
Reference:
CertGod Nonprofit Cloud Consultant study guide: "Run the Data Quality Analysis Dashboard".

To track supporters who send advocacy messages to elected officials, the nonprofit can use the following solutions:
Organize Advocacy Messages into Campaigns:
Create a Campaign in Salesforce for each advocacy initiative.
Add Contacts who take action (send messages) as Campaign Members. This allows the nonprofit to track participation and engagement within each advocacy campaign.
Use an Online Advocacy Platform from the AppExchange:
Select an advocacy platform from the Salesforce AppExchange that integrates with Salesforce. These platforms are designed to facilitate advocacy efforts and automatically sync supporter actions with Salesforce.
The platform can record which supporters sent messages and update Salesforce accordingly, ensuring accurate tracking and reporting.
These solutions provide a comprehensive approach to managing and tracking advocacy efforts, leveraging the capabilities of Salesforce and specialized advocacy tools.
Reference:
Salesforce AppExchange: Advocacy Platforms
Nonprofit Success Pack (NPSP) Documentation: Managing Campaigns and Campaign Members