Short version of the question: "How many (and which) of our constituents visited more than X times within Y time frame?"
Is it possible to craft a report using the stock options to answer the query "Given the list of attended constituents within a given time frame, find me all that have visited more than three times, or four times"?
We're looking to see if we can generate lists of the folks that have visited more than a set number of times, and reach out to them for potential membership/membership upgrade opportunities. At this time, I can get a widget to display, within a certain time frame, which days any given constituent has attended. This is good! But, I'm looking for a way to have a report pull in the matching constituents (ones who have visited > 3 times, for instance), then use that to generate a list.
Is this doable with the stock array of options for filters? Or would we have to run the report for a given time frame, pull it into Excel, then weed out those without the necessary conditions?
Any help would be appreciated!
Hey Nathanael,
I feel like this is doable. I'm trying to figure it out on my end as I know our Marketing department would probably like an RFV table to make lists from for shows. I'd also suggest posting this out in the analytics and reports forums as well. If I figure something out, I'll let you know.
- Chris C
I've done some experiments with putting RFV Decile Rankings on Customers as ranks. (Prior to having Tessitura Analytics) I eventually discovered that it was probably best to do this by constituent type. So I was answering the question of corporations what are the top 10% of organizations by Dollar value. What are the top 10 percent of individuals from a recency point of view? I'm wondering if this would be best done in the finance cube so we are looking at the "total value" of any given constituent, rather than just tickets or contributions.