I'm fairly new to using Plans and T-Stats but can imagine that I could use the Plans module of T-Stats to manage projections. If anyone is using it for this, or can make a suggestion for the process I am imagining I would appreciate your input.
When creating a plan, if you were to use the Ask, Goal, Recorded fields as the 'actual ask amount,' 'what you think the gift will be,' and 'projection' respectively one could track projections in the T-Stats Plan module, correct?
The question I have is the most efficient way to do this, because right now this is just in theory. I also don't have a version of T-Stats where I can filter lists, which I think would be helpful but not necessary as a first step.
Is anyone doing something similar or can you tell me if you are using the Ask, Goal and Recorded fields in another way, or have found a great way to build and track your projections in Tessitura.
Thank you!
Kristin
kstarling@nashvilleopera.org
Kristin,
We use something similar to what you're thinking about. For telefunding we don't book the verbal pledges people give us over the phone. Instead we set up a plan for them, with an ask amount, and when they agree to give a gift via telefunding we go to the plan and put the amount in the Recorded field.
In T-Stats you can use your measures (where Recorded Amt is) in Categories with Constituent Name to see a list of patrons and their amounts. You say that you don't have a version of T-Stats that allows you to filter list but if you have the Plans cube you have a pretty recent version with the ability to filter by a list and create a list out of T-Stats.
Hopefully this is helpful! Let me know if you have questions.
Melissa