Salesforce Impact Reporting Webinar features HomeKeeper Power User

On June 21st, Lauren Shaughnessy, Director of Learning and Measurement at Habitat for Humanity Greater San Francisco – and one of our HomeKeeper power users – presented on a Salesforce.org Impact Reporting Webinar. This webinar was Part 1 of three part series on Salesforce and measurement. On the webinar Lauren shared how her Habitat affiliate… Read More »

Member Profile: Rebuilding Home with New Skills at Habitat Sonoma

AmeriCorps VISTA Kylie Dayton returned to Sonoma County ready to make an impact in her home state. When the Northern California wildfires destroyed over 5,000 homes in her county, she built new skillsets to serve the urgent needs of the local community. Kylie spoke to the HomeKeeper team about the resources that helped her and… Read More »

2017 HomeKeeper Recap and 2018 Roadmap

 2017 HomeKeeper Program Recap and 2018 Roadmap Since 2011, HomeKeeper has helped people like you manage your programs more efficiently and report on your impacts with ease. Through the  years, we’ve remained committed to our core belief that better data begets brighter insights, smarter decisions and bigger impacts. And  we’ve also learned that better systems means… Read More »

Member Profile: How I Built My Role to Better Support CHN Housing

At Dreamforce 2017, Tom Tosuksri of CHN Housing Partners spoke to a packed room about “Things I Wish I Knew On My Journey from Accidental to Awesome Admin.” Here’s an overview of his presentation:        After I started my career, I ended up in a position where I was doing more than my… Read More »

2016 HomeKeeper Recap and 2017 Roadmap

For over five years, HomeKeeper has helped you manage your programs more efficiently and report on your impacts with ease. Through the years, we’ve remained committed to our core belief that better data begets brighter insights, smarter decisions and bigger impacts. And we’ve also learned that better systems…… Read More »

Make Faster, Better Reports! (Part II)

Oftentimes at our office hours, we highlight our top tips for users who are looking to make better reports, faster. Reports in Salesforce are the easiest way to leverage your data. They let you query, count and interpret all the information you’ve worked so hard to get in to HomeKeeper and Salesforce. There’s a lot to… Read More »

Make Reporting A Breeze with these 5 HomeKeeper Report Types

Learn the trick to understanding Salesforce’s report types, plus the our 5 favorite Report Types (Skip to the bottom to see our favorites). When you decide you want to start customizing your own reports in Salesforce, things can get tricky. Your first prompt is to select a “report type”… which may send you into fits… Read More »

Income Limits, Eligibility and “Certifying Income”

Recently, we talked to HomeKeeper users and asked them how they certify their program applicants as income-eligible. Our stewardship standards make it clear that it’s essential for organizations to communicate eligibility requirements to applicants, but since every program and funder has slightly different income limits and reporting requirements, the implementation often varies by program. Does… Read More »

7 hard questions that just got easier to answer

Download  Now! How do you measure your success? We recently published the  Social Impact Report Primer  for HomeKeeper users that received a Social Impact Report to help  program staff like you better measure impact, make your  case louder and manage your  programs better. Whether or not you’re a HomeKeeper member that has a Social Impact… Read More »

Make Better Reports in Salesforce, Faster! (Part I)

In case you missed it, at last week’s HomeKeeper Office Hours, we highlighted our top tips for HomeKeeper users who are looking to make better reports, faster. Reports in Salesforce are the easiest way to leverage your data, and start digging into it to see what it means in practice. These tips will help you… Read More »

 

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