Counting donations given by members

Hello!

I've been trying figure out how to get a count of people who give donations during their membership and I've hit a wall. I think I'll need to use Membership Start Date and something with contribution and probably fund to narrow down what they're giving. I just can't picture how to put this together in a formula.  Ultimately I'd like this to be split out by fiscal year. 

I feel like this would be a very interesting metric for a lot of reasons, but I think it could also be very useful for identifying individuals who could be good candidates to solicit for an upgrade.

Do you have any hints?

Jenny

  • Hello,
    I think you should be able to do this with the finance cube, using Fiscal Year, Constituent ID, Inception Date & Expiration date (membership), Fund ( I removed the fun the membership was linked to in the filter to prevent duplicated income) and then the value of the total contributed amount.

    It does provide quite a lot of data, but it should give what you wanted