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Total contribution amount by Solicitation steps Pie chart

Andy Rowland
$organization

Hi all,

I'm trying to put together a widget that lets me track how many gifts we have brought in based on the number of solicitation steps in their plans. I would also like to do this by contribution amount. Is there a way to do this? I've tried a Pie chart with the Total Contribution Amount as the value and then using the step count as the category with a Solicitation Step Type filter on the Widget but that's giving me nothing useful. Thanks!

  • $organization

    Hi Andy,

    Do you have plan status that reliably indicate whether or not a plan has a contribution associated with it? If so, that makes things slightly easier. If not it's not a problem but will impact my recommendation.

    Best,
    Chris

  • $organization in reply to Chris Wallingford

    We do have a Stewardship Plan Status which would indicate that we have received a gift in the current year. 

  • $organization in reply to Andy Rowland

    We also link contributions to the plans so that shows up as a contribution amount in Plans. 

  • $organization in reply to Andy Rowland

    Thanks Andy. 

    I would see if we can get by with a dashboard (or widget) filter on Plan Status set to include only the Stewardship Plan Status. Also use a filter on Step Type set to exclude Campaign Change and Status Change steps.

    Analytics doesn't have the count of steps as a raw number stamped on each plan. Instead, it has all steps available for reporting alongside the plans. Each step is marked with a Step Count of 1. If we just drag that field onto the Categories of a Pie Chart, we end up with a slice for "1" and a slice for "0". Instead, to get a slice for plans with 1 step, we'll need to use a bucketing formula. The following states, for each plan (Plan ID), only if the [Total Step Count] = 1, count the plan toward the total. The total count of plans having exactly one step.

    SUM ( [Plan ID],
     IF ([Total Step Count]=1
     ,1,NULL)
     )

    Repeating that process for each slice of the pie, we can have something like this:

    If we have a lot of different counts of steps across our plans though, we might want to bucket not into distinct counts, but into groups like 1-4 steps and 5-8 steps.

    SUM ( [Plan ID],
     IF ([Total Step Count]>=1
     AND [Total Step Count]<=4
     ,1,NULL)
     )

    Then for either approach, replace the 1 in the IF statement with [Total Contribution Amount] to show the revenue associated with each bucket instead of the count of plans.

    SUM ( [Plan ID],
     IF ([Total Step Count]=1
     , [Total Contribution Amount] ,NULL)
     )

    StewardshipPlans.dash (Tessitura v15 Help System - Importing a Dashboard)