Areas of Improvement #1
Assigns an opportunity to a relevant campaign. (Eg. 2019 - Seattle - grants)
What is the primary campaign source?
This is where the first notification from a funder is captured.
What is Salesforce?
This is the tab you select in Salesforce to start building a report.
What is the Reports tab?
The main person at the foundation we correspond with.
What are contact roles?
This is the date we can book the revenue (not receive the cash). The date has to match written confirmation from the funder.
What is the close date?
This department of Juma recognizes revenue by the execution date, which is determined by: 1) the signed grant agreement, 2) the award letter, or 3) the check date.
What is Finance?
The option to add and/or remove columns in your report
% of $ to be allocated to each site.
What is GAU Allocation?
Date grant starts according to the grant agreement. If none, assume 12-months from the close date.
What is the grant start date?
This department of Juma regcognizes revenue upon the first notification from the funder which can be: 1) email, 2) verbal, or 3) mail.
What is Development?
The button you click to view your report?
What is Save & Run?
Date grant ends according to the grant agreement. If none, assume 12-months from the close date.
What is the grant end date?
Significant grant deliverables such as 1) education, 2) employment, 3) financial capability, and 4) youth capability.
What are the grant outcomes?
This system recognizes revenue according to the execution date.
What is NetSuite?
To visualize report data you go to this section on your report.
What is the Chart icon?
Sent to accounting only after the awarded received stage has been approved.
What are the budget and proposal?
Refers to finance's classification for donations.
What are NetSuite codes?
The grant has no conditions and all the revenue should be recognized when the initial grant is received.
What is an unrestricted grant?
The place you go to add a new filter to your report
What is the filter lookup?
Fulfilled on Mondays and Fridays.
What is Grant Approval Request?