Hi everyone!
I'm wondering if anyone has an example of a dashboard you've created to show YOY donor reporting. I can clearly picture the pivot table in my head, but I'm not sure what fields to pull in (specifically for the Rows).
Our COO is looking for a report that shows a YOY analysis of new, lapsed, unrenewed, increased, flat, and decreased donors (these would be the rows). The Columns would be each fiscal year, and then the values would be the number of unique constituents and the money they account for (contribution amount).
We are relatively new to Tessitura (Development go live was May 2019), so the membership model and those values are new to us and I'm not sure how they fit into this picture.
Any help would be appreciated!! Thanks so much!
Kari Swenson
I'm following because this is on my radar but I haven't figured it out either!
Also following as we are going live soon & anticipating needing to build similar soon.
I can't find the forum post right now but there are some formula's in this dashboard (originally from Chris Wallingford with a few additional widgets from me) that I think would get you started.5736.CWAt-a-GlanceContributionsUpdated.dash
Thanks Madeline! I think I went to the session you presented on at TLCC and learned so much, so I appreciate you sharing even more!