For several years, Tableau has served as the primary data analytics and visualization platform for the University of San Francisco (USF), a private university located on a beautiful 55-acre campus in the heart of San Francisco. With Tableau, the USF advancement team produces lists, dashboards, KPIs, automated reports, and predictive analytics. The tool also serves as a bridge to bring data together across platforms.
In 2021, USF went live with Affinaquest’s Advancement RM, built on Salesforce’s robust data infrastructure that’s designed by and for higher education advancement professionals. This transition from a legacy system to a CRM allowed USF to begin using Tableau CRM directly within their central alumni and donor database, significantly increasing the accessibility of the tool and its insights.
“People with no coding experience can create and run simple reports [in Advancement RM] using its built-in reporting tool,”
Leave a Reply