Our finance department would like to be able to tell the board that there were (say) 100 new donors in FY19.
In other words we would like to be able to track how many new donors we get a year regardless of what campaign and then be able to drill down on them. This is separate from the new, renew, reinstate option in Membership. They then want to use this criteria be able to say what channel the gifts came in on, what the dollar amount was etc, and even who they were. By being able to do this for each year we can then see, also, the ebbs and flows of new donors.
Any ideas?
Thanks
Margaret
I would love to hear how others are doing this as well! My current solution is to create a list of donors with no previous giving history and filter by that list.
You can build an output set that shows constituent details and contributions for current and most recent years, and include 'Contribution First Date' and 'Contribution First Amount' from the Contribution Details output elements. Works well for us.
Hi Margaret,
I very much like Norma's recommendation. On the Analytics side, you could set a constituent element to pull this information in or it's possible to produce some basic output without updating an element.
For the element, in TX_ANALYTICS_DIVISION_ELEMENT, one would update one of the Custom Date rows by setting:
Then after the next full load, you'd be able to filter a dashboard by this Custom Date and see all the characteristics of those constituents' contributions within the selected time period. Similar to this post.
Alternatively, though a little less elegant, one could produce a pivot table with a row for each constituent that shows their first gift amount and date, which could then be filtered to having a year >= 2019. It's not as flexible as having the Custom Date in my opinion, and the value filters are a little a couple levels deep. Here we're seeing a value for Contribution Amount that's filtered (for the constituent of each row) to the MIN Contribution ID (first). Then the same for the Date and Year, being represented as values pulled from the contribution with the MIN Contribution ID for each constituent. Then not visible in the screenshot, the Year value is filtered to 2019 and there's an Amount > 0 filter as well.
Cheers,Chris
Norma and Madeline - yes to both of those ways. I was looking for something that could be easily looked at by our Finance team. I am going to try Chris' suggestion and see if that is more to Finance's liking. Will probably end up with a combination of the three in the end.
Thank you all.
margaret