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.
I would love to see this too!
Annual Renewal Dashboard (this link should have the dashboard)
The column formulas use filters in Fiscal Year and Fund
([Total Amount] , [Campaign Fiscal Year] , [Fund1])
Then the Increase Decrease
( [Total Amount] , [Campaign Fiscal Year3] , [Fund]) - ( [Total Amount] , [Campaign Fiscal Year2] , [Fund] )
Feel free to reach out to me if you have any questions.