I am looking to create a dashboard that shows annual renewals and whether the current fiscal year donation was an increase, decrease, or flat from last year. I would like to use the plans cube for this as we have them set up to have goal amount as last year's amount and recorded amount for this year's donation. Our memberships include all donations for the year, including special gifts, and I only want to look at annual renewals. I have the basic setup of the dashboard but do not how or if possible to filter by statements such as the recorded amount is larger/smaller/equal to than goal amount. Any insight or suggestions would be appreciated.
Beth - I have done something similar to this (from Contributions Cube) Happy to chat or share my dashboard. I do only have to filter on a campaign level, but it could go by fund etc.
Hi Mary. If you would be willing to share, I would love to take a look. bpantzer@bravovail.org. Thanks so much!
Emailed the dashboard!