The analytics team at Iowa State Foundation has developed an embedded analytics solution that combines Tableau's geospatial capabilities with Salesforce’s integration to deliver prospect intelligence directly within users' existing CRM environment. 

Users can visualize geographic concentrations of high-potential households, identify underserved territories, and dynamically filter households based on key prospect indicators. Beyond regional analysis, the application incorporates proximity-based prospecting that allows users to select an individual prospect and instantly identify nearby households with similar giving potential.

Attendees will learn how Tableau mapping, parameter-driven user interactions, and embedded analytics can be combined to streamline prospect identification, improve data accessibility, and transform fundraising strategy through location-based intelligence.