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!
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
We do have a Stewardship Plan Status which would indicate that we have received a gift in the current year.
We also link contributions to the plans so that shows up as a contribution amount in Plans.