Customising a high impact usable Salesforce dashboard for Igniting Change

Igniting Change is a charity that’s passionate about sparking big, positive change with people doing it tough in our communities.

With a cluttered Salesforce platform and limited access to key insights, the team came to us in need of a streamlined solution to manage donor and partner relationships.

Our goal? Make Salesforce intuitive and accessible for team members less familiar with the platform, while ensuring that all essential information was easy to locate and manage.

Through our work Igniting Change now enjoys a simplified, insightful interface that elevates their impact reporting and transparency. Their team noted the drastic improvement in usability and access to critical information, reporting a newfound confidence in navigating their database independently.

“Thank you for your support with our Salesforce platform. I really enjoyed working with you over the last few months. All the updated reports you shared with me look great!”

— Kim-Katharina Bezemer
Project Manager

Igniting Dashboard

Delivering a user-friendly salesforce platform experience

The job to be done

We set out to eliminate unused fields and redundant data within their Salesforce set-up to create a leaner, more navigable system.

Customisation of account fields

Different community organisations and support types require unique account fields. We added tailored fields to reflect Igniting Change’s diverse network, such as specifying “who are the people you are supporting/working with” and “how are you involving people with lived experience in your organisation.” These targeted fields helped the team to better understand and track each account’s unique impact on the community.

Improving transparency with real-time reporting dashboards

Igniting Change’s dashboard received a significant upgrade as part of this project.  We optimised the existing graphs and created new ones, including:

Organisation support graph: Showcases direct and catalysed support per organisation, helping the team visualise where resources are directed.
Issues supported pie chart: Offers a clear view of issues addressed across supported organisations.
Active supporters breakdown: A list categorising active supporters by type – business, social enterprise, foundation, and others, excluding community organisations.

These improvements offered a holistic view of ongoing initiatives and the scope of support, all from a single dashboard.

Igniting Dashboard 2

Making data retrieval simple and efficient

Custom reports to support decision-making

To facilitate data-driven decisions, we created custom reports accessible directly from the dashboard. Reports now include “Organisations directly supported,” “Support catalysed and in-kind per organisation,” and “Project visits and attendees,” among others. By enabling the team to easily pull reports, they can make faster, more informed decisions that align with their mission.
Streamlined information through record types

We introduced multiple Account Record Types, allowing them to adjust fields in each account’s detail section based on the type of support. This ensures that relevant information, such as total donations or active account status, is consistently visible.
Shortcuts to improve usability

One of the most impactful optimisations was the integration of custom quick links within each account’s details section, providing shortcuts to due diligence, annual, and financial reports. These quick links reduced the time required to navigate critical documents, enabling a more agile approach to account management.

In addition to this, we removed obsolete fields to ensure that their Salesforce view remained uncluttered and relevant.

“It’s been incredibly rewarding to see Igniting Change equipped with a Salesforce platform that matches their mission. By making their data more accessible and intuitive, we’ve empowered their team to focus on what matters – creating meaningful change.”