Hi!
I'm still fairly new to Analytics and have been stumped with a widget. I want to be able to tell how many board members within a year gave. The members for each year are in a manual list, so I need to be able to show that 25 out of 27 gave in 2022. I'm just not sure what equation to use and would like some help.
Thanks!
Elizabeth
Hi Elizabeth,
At a previous organization, development staff wanted to be able to see all board members and what they gave or if they hadn't given yet. To report that out in Analytics, I required every board member to have a plan, with a plan type of Board to track the Board's annual giving. All annual contributions could be linked to the plan, like any soft credited gift. Using the plans cube, I could pull in all board members regardless of whether they gave, and this also reported soft credits, which many of the board members had.
As for constituencies, we did use those as well, but relationships were where board was primarily tracked. With a start and end date, this allowed to show tenure, so if a board member served for 3 years and rotated off for 2 years before rejoining, it was easy to see this in the relationship. I scheduled the update constituency report to update board constituencies based on the relationships. Also it made pulling a list of board members for any given year easy, by looking for any board members who had an active relationship date during the year being looked at.
Best,
T.C.