Hey Everyone! Working on a dashboard to track new, lapse, and long lapse donors. I tried the following formula to no avail (I get an error message). Any Idea?
COUNT([Constituent ID],[Campaign Fiscal Year]) -
count([Constituent ID], IF(MIN([Contribution Count],[Campaign Fiscal Year1])=1, MAX([Constituent ID]), NULL))Where the first Campaign Fiscal Year is for anything 2023 and forward. Campaign Fiscal Year on the second line is anything previous to 2022. I thought this would show The number of constituents who have donated in 20223 (or to future campaigns) minus the constituents who have at least one donation prior to 2023. Thanks in advance for any advice,
Thanks All.
How would Chris's formula for new donors work if you had a WEB DEFAULT campaign that had no set fiscal year. This default campaign gets a lot of untracked contributions and cart survey responses for sources.
Hi Amy,
You can use the CONTRIBUTION DATE > Fiscal Year field instead of the Campaign Fiscal Year.