⚠️ The Shift That Happened in 2025

Post-2025 EU institutional funding frameworks no longer accept narrative programme descriptions as evidence of SDG contribution. They require quantitative output indicators mapped to specific SDG targets. Organisations that cannot produce this data are excluded from funding rounds — not because their work is insufficient, but because they cannot prove it in the required format.

EU grant applications have always asked about impact. What has changed is the format of the answer they now require. The European Commission, EEA Grants, European Climate Foundation, and most major EU institutional foundations are moving towards structured SDG contribution matrices — specific output indicators, specific targets within specific goals, with quantitative data backing each claim.

Producing this report manually — assembling programme data from multiple sources, mapping it to the right SDG targets, formatting it to the funder's specification — was taking the two Dutch and German NGOs we work with 6–8 person-weeks a year. We automated the entire process in Salesforce and Tableau CRM. They now apply for grants they would not previously have had the capacity to pursue.

What EU Funders Specifically Require

The exact requirements vary by funder and programme, but the pattern is consistent. Funders want to see:

For organisations that have been tracking programme data in Salesforce but without an SDG mapping layer, the raw data exists. The gap is in how it is structured and reported. This is a configuration problem, not a data collection problem.

Setting Up SDG Tracking in Salesforce

The configuration has three components: the SDG data model (capturing which SDGs your programme contributes to and what indicators you track), the data entry process (ensuring field staff are capturing the right data points during programme delivery), and the output layer (Tableau CRM dashboards that produce the report automatically).

💡 Step 1: SDG Data Model

Create a custom object "SDG Contribution" with fields for: SDG Number (picklist: SDG 1–17), SDG Target (text: e.g., "13.1"), Indicator Name (text), Unit of Measurement, Baseline Value, and Reporting Period. Link this object to your Programme and Programme Activity objects. Each programme activity can then be tagged to one or more SDG indicators.

💡 Step 2: Data Entry in the Field

Field staff enter outcome data against programme activities in Salesforce Mobile. The SDG tagging happens at the programme design stage — when we build the programme structure in Salesforce, we map each programme type to its relevant SDG indicators. Field staff capture data against activities; the SDG mapping is automatic.

💡 Step 3: Tableau CRM Dashboard

The Tableau CRM dataset pulls from Programme Activity and SDG Contribution objects, aggregates output data by SDG and target, and renders it in a matrix format. The dashboard can export to PDF and Excel, producing the funder-required SDG contribution matrix automatically at the end of each quarter.

Mapping Your Programmes to SDGs

The mapping work is the part most organisations find difficult, not the technology. SDG 3 (Good Health) alone has 13 sub-targets. Choosing the right indicators requires judgment about what your programme actually does and what a reasonable indicator would be.

Some guidance that comes from working through this with multiple organisations:

The SDGs Our Clients Most Commonly Report Against

Indian NGOs: SDG 1 (No Poverty), SDG 2 (Zero Hunger), SDG 3 (Good Health), SDG 4 (Quality Education), SDG 5 (Gender Equality), SDG 6 (Clean Water). CSR funders in India are increasingly aligning their impact reporting frameworks to these goals, particularly following MCA guidance on CSR impact assessment.

European NGOs: SDG 13 (Climate Action), SDG 15 (Life on Land), SDG 17 (Partnerships), SDG 10 (Reduced Inequalities), SDG 16 (Strong Institutions). The European Commission's co-funding programmes have specific SDG reporting requirements that vary by programme — we have built dashboards against EC, EEA Grants, and European Climate Foundation formats.

What the Configuration Produces

The Dutch and German NGOs we worked with were spending 6–8 person-weeks a year manually producing SDG reports. After implementation, the quarterly report generates automatically. The time saving was equivalent to one full-time headcount, which was redeployed to programme delivery.

More importantly, they applied for two EU institutional grants they would not previously have had the capacity to pursue. Both were funded. The combined value was €2.4M. The implementation cost was a fraction of that.

Need SDG dashboards for your EU grant applications?

We build Tableau CRM SDG dashboards in 4–6 weeks. Book a free call to discuss your funder requirements and current Salesforce setup.

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