Detailed Tutorial on Creating Donor Retention Reports in Salesforce

In this video we'll walk you through how to calculate donor retention and donor churn, as well as how to generate reports that provide these metrics. Intro - What is donor retention and donor churn (and how to calculate) 1:25 - Creating objects, fields and formulas to populate data 4:45 - Creating the donor retention and donor churn report 7:00 - Customizing the report to show only necessary information 8:00 - Adding summary formula columns to the report 12:00 - Adding the report to the homepage as a dashboard Let us know if you still have questions! Comment or contact us through our website using our contact form (https://elevation.solutions/get-start....