Hi All,
My org does not use memberships, but it would like to have a dashboard that contains essentially the exact same information as the pre-built Membership Renewals dashboard - those who "renew" by annual donation, the giving level that is assigned (we manually update/assign through the donation level drop down in a constituent's Program Names tab), etc. Has anyone created and/or figured out a workaround for tracking this in analytics without memberships?
Many thanks in advance for your advice.
Best,Lauren
This may not work for your configuration, but I have something like this for giving circle folks which pulls off Plans. Maybe a start?
Hi Kate, Thank you for this. I would like to know more about how you pull off of Plans if that's possible. Again, thank you!
Sure thing! We also keep "exploring" membership for internal purposes and have struggled to overcome the inertia and implement. Doing this via Plans has been the stopgap.
I got into using plans because I needed a way to look at things on a per-donor (and not per-gift) level. We build plans for basically everyone being solicited a 4-figure gift and up; this route wouldn't work unless you have plans built for every donor you're interested in.
What I've done is exploit the contributed and recorded amount fields and filter formulas. What I really have is a pair of pivot tables in a larger Dashboard and not the range of visuals in that Renewal Dashboard, but basically, my Value fields are almost all filter formulas to the effect of ([Total Amount/Count], [2020 Individual], [range that interests me]). In some cases, I've also applied filters to just throw out people who have already/haven't yet renewed. Depending on how you use your plans, you could also overlay Complete Dates, Statuses, Sources, etc.
I maybe should have made clearer: the filter formulas are good for "lump sum" numbers. In cases where I need a list of names, the kind of pivot Chris suggests below would totally work.