NXT Insights - to be able to look at gifts by Constituency Code from Constituent including Soft Credit.

  i.e. report of all gifts Soft or Hard Credit by Trustees for a dashboard.

  • Nancy Chancellor
  • Jun 20 2019
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  • Bill Connors commented
    June 19, 2020 00:09

    I think I'm intending the same thing here: Overview dashboard > Gifts by constituent code > Gifts is not getting the job done. What we're interested in, as I think most fundraisers are interested, is not gifts by constituent code but donors by constituent code. The Revenue doughnut is helpful to see the sum of the money by constituents, but if you look at any annual report or educational org's analysis by constituency it's by count of donors, not by gifts. To Nancy's point, I think, and ours, we want to be able to hover on a segment of the doughnut and see the number of donors by that constituency, not the number of gifts they gave. For example, how many of our ALUM give is the question, not how many gifts did our alumni give. This then should be further built out so that we can see not just the number, but the percent.