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Donor Giving Analysis Dashboard

Yvonne Wrobel
$organization

Hi, I'm wondering if anyone can save me time building this myself. I'm four months new to the org and would love to see New, Renew, Reengage, Lapsed type data in analytics. Also interested in sustainer, loyal type widgets. If you have a beautiful (or even a work-in-progress) dash that you wouldn't mind sharing, I'd appreciate it. 

TIA!

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  • $organization

    I've done this for Ticketing and I plan on doing it for Philanthropy in a similar way.

    Currently

    1. I run 3 dynamic lists - Renew, New and Reengage. They are ticketing lists but you could easily construct rules to tease out the giving periods that relate (and likely you already have)
      1. NB/ They are exclusive (does not have) so that no one appears in 2+ of those lists
    2. I use Manage Constituencies on those lists schedules every night to give those folks the Constittuency overnight (I also do Subs and Single TKT each year)
    3. I have a TX_ANALYTICS_DIVISION_ELEMENT/Custom Category 01 Element of 
      1. Data Select: max(c.description)
      2. Data From: dbo.V_CUSTOMER_WITH_PRIMARY_AFFILIATES q join dbo.vx_const_cust_active x on x.customer_no=q.expanded_customer_no join dbo.tr_constituency c on x.constituency=c.id 
      3. Data Where: c.rank=(select min(b.rank) from dbo.vx_const_cust_active a join dbo.tr_constituency b on a.constituency=b.id and a.customer_no=x.customer_no and b.id in (79, 95, 96))   --those numbers are the Constituency IDs from TR_CONSTITUENCY

    From there I can use Custom Category 01 to break by or filter Renew, New, Reengage, None or a mix including on Line Graphs which is an incredible win for me looking at purchasing trends for Subs and Single Tickets and especially looking at which people are responding to discount offers (we always hope "New"). 

    I can see how that'd be helpful for Donor Trends and can't wait to give it a crack.

    If you need help with this style of Segmenting let me know Slight smile

    Cheers,

    Heath

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  • $organization

    I've done this for Ticketing and I plan on doing it for Philanthropy in a similar way.

    Currently

    1. I run 3 dynamic lists - Renew, New and Reengage. They are ticketing lists but you could easily construct rules to tease out the giving periods that relate (and likely you already have)
      1. NB/ They are exclusive (does not have) so that no one appears in 2+ of those lists
    2. I use Manage Constituencies on those lists schedules every night to give those folks the Constittuency overnight (I also do Subs and Single TKT each year)
    3. I have a TX_ANALYTICS_DIVISION_ELEMENT/Custom Category 01 Element of 
      1. Data Select: max(c.description)
      2. Data From: dbo.V_CUSTOMER_WITH_PRIMARY_AFFILIATES q join dbo.vx_const_cust_active x on x.customer_no=q.expanded_customer_no join dbo.tr_constituency c on x.constituency=c.id 
      3. Data Where: c.rank=(select min(b.rank) from dbo.vx_const_cust_active a join dbo.tr_constituency b on a.constituency=b.id and a.customer_no=x.customer_no and b.id in (79, 95, 96))   --those numbers are the Constituency IDs from TR_CONSTITUENCY

    From there I can use Custom Category 01 to break by or filter Renew, New, Reengage, None or a mix including on Line Graphs which is an incredible win for me looking at purchasing trends for Subs and Single Tickets and especially looking at which people are responding to discount offers (we always hope "New"). 

    I can see how that'd be helpful for Donor Trends and can't wait to give it a crack.

    If you need help with this style of Segmenting let me know Slight smile

    Cheers,

    Heath

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