Upgrade / Downgrade Analysis Dashboard or Insight on Retention Dashboard

In order to identify prospects for upgrading and retention activities, it would be useful to have a dashboard or insight on the retention dashboard to determine the # and % of donors who have increased their support by: 

1) Revenue between 2 periods (YOY for example)

2) # of gifts between 2 periods (YOY for example)

And to include a chart that outlines donors giving (cumulative annual) at various levels, 0-$9.99, $10-$19.99, etc.

  • Heather McLean
  • Jul 23 2019
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