The Small & Mighty OrganizationTeach For All’s Strategic use of Salesforce for Goal Tracking

Kristi (Kleinfelter) Phillips

Director, Data Management

Teach For All

One day all children will have the opportunity to attain an excellent education.

Kristi (Kleinfelter) PhillipsDirector, Data ManagementTeach For Allkristi.phillips@teachforall.org

Roll-up summary formulas count progress to our goals.

University[Account]

Candidate[Contact]

Application Tracker[Custom Object]

Annual Goals[Custom Object]

Goals Set

Progress Achieved

Workflows & formulas breakdown progress even

further.

Joined reports analyze impact.