Year to date analysis

I'd love to be able to have a year-to-date option in the anlayze area.  So I could see where this year's annual fund is vs. last year or the year before at this time.  Donor acquisition and retention only give you a piece of the puzzle.  I'd even be happy if it was another dashboard under the giving by fund, giving by appeal, giving by constituent code, etc. 

  • Matthew Nareff
  • Sep 30 2016
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  • Victoria Schonfeld commented
    September 18, 2019 13:09

    I just turned on custom insights, and I really need YTD there too. Right now if I want to show a comparison YTD, I have to create a static date range that I would have to update in the insight, which defeats the purpose of having a dynamic dashboard.