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Customer experience | Sales, Customer Insights,...
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Ideas for Nonprofit CE Accelerator Scenario - design

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Posted on by 175

Hi all, 

I am in the process of putting together design using the Nonprofit CE Accelerator.  I have a Program Management example in place showing how an Organization is operating with Projects, Resources, Budget, etc.  Now I need to come up with how we measure how this Organization is serving Individuals (Contacts or Members).  In particular I need to design a scenario in which we are tracking the particular services a Member will get.  We are using the Benefit Recipient entity for this, but need to incorporate how to track metrics - for example # of meals served, or # of children served.  We want to stay as OOB as possible using existing entities.  Does anyone have an example they can share that is similar to this, and how you achieved it in Nonprofit CE Accelerator (or just in CE in general?).  

Any ideas are welcomed!

Thanks!  

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  • William Bradley Profile Picture
    175 on at

    Update: So far I have used the Indicator and Indicator Value entities against the Benefit Recipient to show quantitative measures.  Open to ideas on how these are usually rolled up and/or shown in Reports or Dashboards.  

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