Option to set date range for Donor Life Cycle Status

Ability to readily see what donor life cycle status looked like within a specific date range. Example, we just closed the fiscal year and wanted to see what the donor life cycle status looked like for FY20. But the recaptured information is no longer accurate, because it is pulling live.

  • Amanda
  • Jul 14 2020
  • Reviewed: Voting Open
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  • Teddi Taylor commented
    06 May 22:18

    YES! A "time machine" option would be great to have for the dashboard insight filters. Currently to use the power of these dashboards, you have to record the static information outside of the system because you cannot re-generate it. You cannot run comparisons from year to year. We would like to measure the growth in acquisition, retention & recapture rates by Campaign, and the Donors by Lifecycle Status would be ideal if you could view it as of a particular date.

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