Has anyone put together a widget that shows ROI on an appeal or source? I can track how much and how many have given to the source, but I want to see how many people we reached out to so I can track how the source did overall. In Tessitura there is number of contacts on a source, but that's not available in Analytics so I'm looking for a workaround, if possible.
Hi Melissa! Did you create the lists for each source as suggested? I'm looking for a work-around as well.
Take care!
A list didn't work for me because I could get Analytics to return a way to see how many were on the list. I can easily find who gave to the source and appeal, but we were interested in how many were solicited. I ended up creating an SSRS report and using the SSRS report widget. It looks like this:
Is this something you would be willing to share, Melissa? I'm finding the same obstacle, and it really looks like there isn't a built-in solution other than lists, which isn't what I'm going for.
I'm happy to share with you, he forum won't let me attach the file so I'll email it to you.
Melissa, would you be willing to share with me as well? I am running into the same issue. Thanks!
Sure, can you send me your email?
rcanter@metopera.org
Thanks so much, Melissa!!
Melissa, I would love it you would be willing to share this report with me as well. It looks great! My email address is alarson@wttw-wfmt.com. Thanks so much! Angela
I have been manually adding the "Number Solicited" to my appeal tracking dashboards, so if you could also please share with me, Melissa Scott that would be amazing! My email is rachel.mentkow@strazcenter.org :-)