I feel like this should be easy but I am really struggling with it and can't find direction. In analytics I am trying to compare the total number of memberships we have this fiscal year to date with last fiscal year to date. Our memberships are on a fixed annual cycle. They all expire June 30. I'm not even sure how to just get a total count of memberships last fiscal year in analytics. Does anyone have suggestions?
Hi Sherry, Try this post for help with that. Chris Wallingford has included a dashboard you can download and import into Analytics and some instruction I think will help you here: https://community.tessituranetwork.com/topical_groups/tessitura-analytics-for-fundraisers/f/discussions/23308/year-over-year-donor-comparisons----help-me-build-something-pretty
Hi Terry - I uploaded that dashboard but it returns no results.
I will be happy to help if you want to email me at stevens@midlandcenter.org. Did you change the data source to your data source when you imported the dashboard? It seems odd there would be no data but I'd be happy to take a look for you.
So when importing the dashboard you need to change the data source to your Contribution data source. This will then give you all donors from last year and what they gave and then what they have given this year. In order to make mine just membership I added a filter to the dashboard for Membership Organization and chose the membership I wanted to report on.
Hi Terry - Sorry to not reply. Things got a little hectic for a bit! Thanks for your help. Yes, I did change the data source and got no results. Maybe it's something about the way we are set up?