Finally understand your fundraising revenue in Salesforce.
Learn how to confidently track pipeline, forecasting, and fundraising performance using Salesforce NPSP.
Yes! I want clearer fundraising data!
You know the data is in there. Getting it out is the hard part.
You know your organization has valuable fundraising data somewhere inside Salesforce. But reports feel confusing, dashboards aren’t helpful, forecasting feels unreliable, and your team still ends up using spreadsheets to answer important revenue questions.
- Are we on track to goal?
- What’s likely to close?
- Where should we focus?
- Can we trust this forecast?
Sound familiar?
Many nonprofits have Salesforce in place, but were never trained to use it.
Most nonprofits have Salesforce, but they were never shown how to turn the system into a reliable tool for fundraising visibility and revenue tracking. As a result, they end up:
Relying on spreadsheets and not using the powerful CRM they have
Feeling overwhelmed by Salesforce
Spending hours manually pulling numbers
This part matters
It’s not your fault.
Most nonprofits know what fundraising and revenue data they need, but not how to get it out of Salesforce.
It’s not your fault you don’t fully understand how to turn Salesforce into a practical fundraising tool. Most Salesforce training is either too technical, too generic, or disconnected from real nonprofit workflows.
The solution
When you learn how it’s supposed to work
When you learn how nonprofit revenue tracking and reporting is supposed to work in Salesforce, you can finally trust your reports, understand your pipeline, forecast confidently, and make smarter fundraising decisions.
That’s exactly what this course is designed to help you do.
Introducing
NPSP Revenue Tracking
A practical Salesforce course for nonprofit fundraising.
What it is
Cake Byte Academy’s NPSP Revenue Tracking is an 8-week digital course designed specifically for nonprofit staff using Salesforce NPSP. This course helps you move from messy reporting and unclear numbers to confident fundraising visibility.
Inside this course, you’ll learn the exact process for reporting on nonprofit revenue data in Salesforce — without feeling overwhelmed by technical jargon or complicated system configuration.
Through practical Salesforce training, live system demos, and common nonprofit use cases, you’ll learn how to
- Understand the fundamental components of nonprofit revenue tracking in Salesforce
- Build fundraising reports that actually answer practical questions
- Create a dashboard fundraisers and leadership teams will rely on
By mastering nonprofit revenue tracking and reporting in Salesforce, you will
- Confidently track your donations and build a fundraising dashboard that gets used every single day
- Align fundraising, finance, and systems more effectively
- Make better decisions about where to focus your time
Client praise
From people who used to dread the reports tab
“I’m now confident our revenue dashboard is providing me with the information I need (and have always wanted).”
Cake Byte client
Name and organization to add
“This has really increased my understanding of Salesforce. I totally hated it for a LONG TIME!”
Cake Byte client
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Who is Cake Byte?
You can have your data and use it too.
Cake Byte is a strategy and technology consulting firm that helps nonprofits build clearer systems, stronger reporting, and more sustainable fundraising operations.
We’ve worked with nonprofits ranging from small, grassroots organizations to large national teams helping them:
- improve fundraising reporting
- track pipelines more effectively
- align fundraising and finance
- and make Salesforce actually useful
What makes our approach different is that we understand both fundraising strategy and Salesforce. What we were first, before Cake Byte, was nonprofit teammates and leaders.
What makes our approach different is that we understand both fundraising strategy and Salesforce. What we were first, before Cake Byte, was nonprofit teammates and leaders.
NPSP Revenue Tracking was designed to help nonprofits transform Salesforce from a frustrating database into a strategic fundraising tool.
What’s inside
Eight layers, built in order
This course goes deep on how nonprofit revenue data actually works in Salesforce — and how to turn that data into dashboards, reporting, and fundraising visibility your team can actually use.
How is Salesforce Supposed to Work Anyway?
Finally understand how Salesforce NPSP is structured so your fundraising data — and your reports — start making sense.
Let’s Play a Little Game Called What Is Revenue
Learn fundamentals of nonprofit finance so Development and Finance can have the same numbers and speak the same language.
How to Track Money in Salesforce
Discover how Opportunities, Payments, Campaigns, and GAUs work together to tell the story of your fundraising revenue.
Let’s See the End Result First!
Understand All The Components of a Strong Nonprofit Revenue Dashboard
Report Building 101
Learn the fundamentals of creating effective reports in Salesforce NPSP.
The Revenue Reports You Need
Building the reports for your revenue tracking dashboard.
Dashboard Building Part 1
Build the dashboard panels to track the money you’ve received this year.
Dashboard Building Part 2
Build the dashboard panels to track your pipeline.
8 videos · 10–12 minutes each · About 90 minutes total
Plus a bonus A bonus video on how to create formula fields.
Enroll today
One-time payment $499
$249
Yours forever.
8 weeks · 8 videos · 1 bonus lesson
Yes! I want this nowReassurance & frequently asked questions
Before you enroll
Do I need prior Salesforce experience?
No. We’re going to teach the basics. This course teaches the fundamentals whether you’re starting from scratch or have been scratching your head about Salesforce for years.
Who should take this course?
This course is for anyone who wants to understand how Salesforce NPSP is supposed to work for revenue tracking. Fundraisers, system admins, technology staff, finance folks, and jacks-and-jills-of-all-trades will benefit from this course.
How much time will this take?
The series is 8 videos, 10-12 minutes each. Total watch time is ~90 minutes. This estimation does not account for time spent practicing your new skills and building your reports and dashboards. That is a lifelong practice!
What access or accounts will I need to get started?
To use Salesforce for your organization, you’ll need an account. Salesforce provides 10 free licenses to any 501c3 nonprofit.
How long will I have access to this course?
Forever! Once you purchase the course, the content is yours forever.
Does this course work for Salesforce NPSP and NPC?
Not quite. The report builder is the same in both instances, so everything you learn here about how to build reports and the philosophy behind it is 100% transferrable. That said, the data model between NPSP and NPC is significantly different, so those lessons are not applicable to both systems. NPC education is coming soon!
Stop pulling numbers by hand.
Eight short lessons, one dashboard your team will actually open, and a set of reports you can trust the next time leadership asks how the year is going.
Yes! Sign me up