Retention Dashboard - How we looking?

Anthony Tomaino

Anthony from the product team here. I wanted to ping the community and start a thread on the retention dashboard that just released and if you would be willing to provide feedback (positive and constructive are both welcome)! The goal of that dashboard was to provide an ongoing view of retention from a donor and dollar perspective and allow you to dive into those constituents (donor retention) or gifts (revenue retention). We also have a separate rolling calculation that factors in the specific timeframe of each individual donor's last gift and will count them as retained if they've given within the past 15 months (3 month grace period from their anniversary of their last gift). That rolling chart is a subset of the area chart on the overview page (just filtered to retained). We also added drill in from the overview page for various rolling lifecycle statuses as well. If you have questions on the calculations, can you check help and see if it provides an ample explanation? Anything we can improve in help as well? 


Thanks for the help, looking pretty broad at this dashboard and I'll be around to chat on the topic as you post replies. We have an acquisition and recapture set of insights that are up next, but wanted to start with retention, considering the most important prospects are the ones already in your database.  


-Anthony 

 

Beth Martz 2

Good Morning,


Love the new retention dashboard it's something we have been tracking manually for years so to be able to see it without having to do all the work is really exciting. Unfortunately, I see we are still using cash in had criteria for gifts. Are we, at some point, going to be able to choose our gift types, I have 105 donors who made pledges totally 235K this year all of which my finance department counts.  They have been retained, their pledges are counted in our revenue totals,  even if their payments don't start immediately. We have the same issue with a number of the reports/dashboards under analyze, is there a plan to include gift type? Is there a timeline? 


Thank you,

Beth

 

Anthony Tomaino

So if you don't mind me digging deeper, is the scenario that those donors give pledges the year after they make a cash donation? Or is it they made a pledge in 2015, and then paid the pledge in 2016? Or is it like an "Other" gift? Does that pledge scenario count as retained for you? We very much tried to prevent any double counting or inflating and initially erred on the side of conservative, which is the cash in the door approach. I hope that makes sense.

To your question, We are looking to add the ability to switch configurations from a standard committed vs received measurements on all key reports and dashboards and then ultimately customize the gift types included in each. This way you don't have to pick gift types on every report for every user, rather use a measurement you have defined.

Thanks so much for the feedback!! More please.

Karen Stuhlfeier

 This will be interesting because I am today looking at donor retention for our last fiscal year. I'm wondering how much the retention dashboard will help me because I am comparing FY 15-16 to FY 14-15. If I can't choose dates for this dashboard I'm not sure how helpful it will be to me? Year to year retention doesn't interest or office very much, but FY does. 


When looking at participation and retenton we always consider pledges. I think that it's important for each organization to be able to choose the specific time periods and gift types that they're looking at, especially offices that are used to doing this.


I spend a couple of weeks after the FY ends pulling all sorts of data for my team to look at. They're used to really detailed reports. I think that the retention dashboards are interesting to look at, but at this point they're not too helpful. I'd be happy to share what data I pull and how I calculate it at the end of the FY if that would be helpful to you.

 

Anthony Tomaino

Hey Karen,


All of the reports on the retention dashboard use the fiscal year you have setup in the database view and the start date on the charts should reflect that. So if you are comparing 2014 to 2015 to 2016, you can do that in one chart. So hopefully that helps clear that piece up. 


I totally understand people including pledges, we do that for the donor rate! Here's an exerpt from the help. 

• Retained donors — How many of the current year's donors — in total — gave gifts of any type during the previous year.

• Donor retention rate — How many of the previous year's donors — as a percentage — gave again during the current year.

• Retained revenue — How much your retained donors gave — in total — through cash-in-hand giving during the current year.

• Revenue retention rate — How the Retained revenue amount compares to the previous year's overall giving from retained donors. For example, if last year's retained donors gave $1M, and you've received $500K from this year's retained donors, your retained revenue rate is 50%.

For the revenue retention rate we want to make sure we understand the scenarios. Are those pledges a year after they made a cash gift? Are those pledges not paid even partially in the year they are made? If any portion of that pledge is paid, we would count it as retained. If the donor gives a pledge in 2015 and then pays it in 2016, does that money count as retained? From a money perspective, you didn't retain any cash but did retain the donor (because they fulfilled the commitment). When we initially did discovery on this, we learned that would essentially double count or inflate the donor's retention because they were fulfilling the commitment they made prior, not giving again. Is that a false premise? 

Daniel Bayer

I have two issues with the retention dashboards at the moment: The first is that it's VERY difficult to hover over and see what the rates are at any given point when the rates are very close. Currently, if I hover over the area at the point for July, I can see what the retention rate is for two years ago (1.58%) and last year (0.61%), but not this year (which I can see when I isolate the year by hovering over the legend is in between the two, but I can't find any way to isolate it to the point where I can see the actual number). It also appears as though the line for this year is sitting "behind" the lines for last year and two years ago when looking at the graphs as is, which isn't helpful - I certainly want to see this year's line more than I want to see last year's, and even more than the line from two years ago. Granted, this is only a problem when the totals are very close together, but I imagine this will often be the case unless something drastic happens.


The other issue is with the Year Over Year Revenue Retention dashboard, although I suppose it's not so much an "issue" as an "observation": I can see we got one giant gift this month that is already skewing this report so much that I don't think I would want to use it. It's already showing us at just under 40% retention, which may be correct but is also kind of misleading. I will have to really think on this in re: how to get the best use out of this one.

Anthony Tomaino

Daniel Bayer:

I have two issues with the retention dashboards at the moment: The first is that it's VERY difficult to hover over and see what the rates are at any given point when the rates are very close. Currently, if I hover over the area at the point for July, I can see what the retention rate is for two years ago (1.58%) and last year (0.61%), but not this year (which I can see when I isolate the year by hovering over the legend is in between the two, but I can't find any way to isolate it to the point where I can see the actual number). It also appears as though the line for this year is sitting "behind" the lines for last year and two years ago when looking at the graphs as is, which isn't helpful - I certainly want to see this year's line more than I want to see last year's, and even more than the line from two years ago. Granted, this is only a problem when the totals are very close together, but I imagine this will often be the case unless something drastic happens.


The other issue is with the Year Over Year Revenue Retention dashboard, although I suppose it's not so much an "issue" as an "observation": I can see we got one giant gift this month that is already skewing this report so much that I don't think I would want to use it. It's already showing us at just under 40% retention, which may be correct but is also kind of misleading. I will have to really think on this in re: how to get the best use out of this one.

 

Great thoughts Daniel! For the hovering situation, the legend feature you discovered (click on the legend item you want to focus on and then you can see just that item) is the specific solution whenever numbers are jumbled together because they are similar. I'm not quite sure how we would show that otherwise since the comparison is so important. We can keep looking at it though. 


For the revenue rate number, if that donor gave you a $10 gift last year and a $100 gift this year (GREAT JOB!), their individual revenue retention went up by1000% and would draw up the overall % (admittedly not as much as a $1000 to $100,000 gift) but it should even out over the year as you add up all the funds. Maybe we can provide another insight or two that could help give context (like here are the donors that increased their giving and here's how much in total as one example - open to hearing other ideas), but we were starting from the point of helping you answer if you are retaining more money from fewer donors, less money from more donors, etc. and then letting you dive in. Thanks! 


For others, I'm still very much interested in hearing the answer to the pledge question. I've posted above, would love to hear some scenarios there. 

Jen Claudy

I'm leaving this bookmarked for a while, until I can get in and really look at things, but I will say that just last month, I developed new retention reports for my boss (she started in March, so we're still working on what she wants to see in reports, rather than her predecessor).  We are actually reporting in these categories:


************************************************************************************************************************************************             Donor Type Count   Description   New 92   gave in FY16, but no other gift since prior to FY13   Recovered 33   gave in FY16, but no other gift since FY14 or FY13   Retained 158   FY16 giving is the same or less than FY15 giving   Increased 90   FY16 giving increased from FY15   Lybunt 238   no gift since FY15: Last Year But Unfortunately Not This (Year)   Lapsed 145   no gift since FY14   Lost 138   no gift since FY13           LFY Donors 486   gave in FY15   Retained 248   gave in both FY15 and FY16   Retention Rate 51%   percent of donors from FY15 that gave again in FY16            

Donor Counts

This report excludes gifts-in-kind and pledge payments, as well as foundations and organizations.

************************************************************************************************************************************************



Also, and highly important for us, we only include certain Campaign Categories in our reports, which I see as a Filter here, and sometimes only certain Campaigns (even if there are others in the same Category), which I don't see as a Filter.  And as stated in the footnote, we exclude payments (because we count the entire pledge in the year the pledge is made, per our Finance Dept, although a case could be made for this particular report to count both) and in-kind gifts, plus organizations...except for when an individual gives thru a DAF or other organization (and is soft-credited).


From a functionality point, particulaly on the Rolling Donor Retention report, I would like to click on the month/year on the X axis, and see the corresponding popup point on the graph illuminate.  Similarly, while you can click on the legend to dim the other lines on the graph for both of the other reports, I'd like to click a label on the X axis and see the detail for that point in all lines of the graph (so click "Aug" and see the popups for Aug FY17, Aug FY16, and Aug FY15).  Otherwise, even at a point when the filters and settings behind these reports are set how we need them, I can see being asked to convert the graph into a chart, and having to hover and jot down the detail for every point on each graph.

Kay Connell

The one comment I would make after playing around with the filters is that the the percentages seem to recalculate as a portion of the whole, rather than looking at that particular group in isolation. We've always calculated our retention stats by donor group, eg. cash, recurrent, corporate partnerships. These reports are great, but not useful if I still have to calculate each group individually anyway.


Glad to see that there are reports coming for acquition and recapture as well, as retetion is only part of the picture. Again, I'd need to be able to filter and look at these groups in isolation and not only as portion of the whole database.

Beth Martz 2

Anthony Tomaino:

So if you don't mind me digging deeper, is the scenario that those donors give pledges the year after they make a cash donation? Or is it they made a pledge in 2015, and then paid the pledge in 2016? Or is it like an "Other" gift? Does that pledge scenario count as retained for you? We very much tried to prevent any double counting or inflating and initially erred on the side of conservative, which is the cash in the door approach. I hope that makes sense. To your question, We are looking to add the ability to switch configurations from a standard committed vs received measurements on all key reports and dashboards and then ultimately customize the gift types included in each. This way you don't have to pick gift types on every report for every user, rather use a measurement you have defined. Thanks so much for the feedback!! More please.

Sorry, it's been a while but I wanted to get back on this to you.  So yes anything that finance counts as revenue we count in our donor retention number.  We have to, we mail differently to our lapsed donors.  In your example so yes, if they pledge in 2015, even if their first payment isn't due until 2016, they were retained. In addition, I would like to echo another comment I read about retention through sub groups, we analyze by constituent code and membership, and remove Tribute donors.  I appreciate the intent of the reporting to be all inclusive or standard, but one of the things that makes reporting functions work in the database view is the ability to pull in what you need based on how your organization takes in and count revenue vs. what another organization needs.  I'm concerned about losing this in these new dashboards, there hasn't been a single one I can use because of the limitations on preselected gift types, soft credits etc.

Anthony Tomaino

Kay Connell:

The one comment I would make after playing around with the filters is that the the percentages seem to recalculate as a portion of the whole, rather than looking at that particular group in isolation. We've always calculated our retention stats by donor group, eg. cash, recurrent, corporate partnerships. These reports are great, but not useful if I still have to calculate each group individually anyway.


Glad to see that there are reports coming for acquition and recapture as well, as retetion is only part of the picture. Again, I'd need to be able to filter and look at these groups in isolation and not only as portion of the whole database.

Great point! We looked at that and we'll be making a change to make it work like that. Thank you for the feedback! So if you had 100 donors give overall, and 10 donors give that are "alumni" last year, and 5 of them gave this year, their retention rate should be 50%, not 5%. 

Anthony Tomaino

Beth Martz:

Anthony Tomaino:

So if you don't mind me digging deeper, is the scenario that those donors give pledges the year after they make a cash donation? Or is it they made a pledge in 2015, and then paid the pledge in 2016? Or is it like an "Other" gift? Does that pledge scenario count as retained for you? We very much tried to prevent any double counting or inflating and initially erred on the side of conservative, which is the cash in the door approach. I hope that makes sense. To your question, We are looking to add the ability to switch configurations from a standard committed vs received measurements on all key reports and dashboards and then ultimately customize the gift types included in each. This way you don't have to pick gift types on every report for every user, rather use a measurement you have defined. Thanks so much for the feedback!! More please.

Sorry, it's been a while but I wanted to get back on this to you.  So yes anything that finance counts as revenue we count in our donor retention number.  We have to, we mail differently to our lapsed donors.  In your example so yes, if they pledge in 2015, even if their first payment isn't due until 2016, they were retained. In addition, I would like to echo another comment I read about retention through sub groups, we analyze by constituent code and membership, and remove Tribute donors.  I appreciate the intent of the reporting to be all inclusive or standard, but one of the things that makes reporting functions work in the database view is the ability to pull in what you need based on how your organization takes in and count revenue vs. what another organization needs.  I'm concerned about losing this in these new dashboards, there hasn't been a single one I can use because of the limitations on preselected gift types, soft credits etc.

 

Thanks for the clarification! I want to clarify 1 thing. The donor retention rate does include the scenario you describe. Donor gives pledge in 2015, pays it in 2016, they are a retained donor! They continued their participation, so that should count. From a revenue retention rate perspective, here is the accounting transaction assumed for a pledge, then a pledge payment: 


2015 - Debit - Pledge Receivable Credit - Revenue 

2016 - Debit - Cash                     Credit - Pledge Receivable. 


Currently, this is why we do not count the pledge and the payment as revenue retained because they fulfill their commitment. Can you ask your finance department the intent there? 


Now with all that being said, we are VERY close to enabling a few key items for you all to control the gift types in reports because I don't want to skip over that. Some you should see as soon as a week from now and some will drip over the course of the next 2 months (general timeframe but looks solid as of now). 


1. Switching dashboards to view Committed Revenue vs. Received Revenue using standard configurations 

2. Configuring Committed Revenue (using gift types) vs. Received Revenue - allowing you to decide what's included in those figures. 

3. Including Recognition (soft credits) on records and choosing it as a reporting option - knowing it's not a financial measure, rather a measure of participation. 

4. Allowing you to define recognition in reporting more granularly (which includes soft credits) 


This will allow you to set global options for how you count money and then give users a standard toggle so users don't have to be bombarded with gift types in reports. 


Our next phase of Sky Reporting (EAP beginning Q1) will include DBA support for from scratch report and dashboard building which will allow you to define the gift types included in a report since that user is infinitely more aware of the data. 


Hope that helps. We aren't going to remove ultimate control of numbers, but are trying to be smarter about how an end user will experience the system. 

Kay Connell

Anthony Tomaino:

Kay Connell:

The one comment I would make after playing around with the filters is that the the percentages seem to recalculate as a portion of the whole, rather than looking at that particular group in isolation. We've always calculated our retention stats by donor group, eg. cash, recurrent, corporate partnerships. These reports are great, but not useful if I still have to calculate each group individually anyway.


Glad to see that there are reports coming for acquition and recapture as well, as retetion is only part of the picture. Again, I'd need to be able to filter and look at these groups in isolation and not only as portion of the whole database.

Great point! We looked at that and we'll be making a change to make it work like that. Thank you for the feedback! So if you had 100 donors give overall, and 10 donors give that are "alumni" last year, and 5 of them gave this year, their retention rate should be 50%, not 5%. 

 

Yes exactly! Thank you.

Ariel Billmeier

Anthony Tomaino:

Anthony from the product team here. I wanted to ping the community and start a thread on the retention dashboard that just released and if you would be willing to provide feedback (positive and constructive are both welcome)! The goal of that dashboard was to provide an ongoing view of retention from a donor and dollar perspective and allow you to dive into those constituents (donor retention) or gifts (revenue retention). We also have a separate rolling calculation that factors in the specific timeframe of each individual donor's last gift and will count them as retained if they've given within the past 15 months (3 month grace period from their anniversary of their last gift). That rolling chart is a subset of the area chart on the overview page (just filtered to retained). We also added drill in from the overview page for various rolling lifecycle statuses as well. If you have questions on the calculations, can you check help and see if it provides an ample explanation? Anything we can improve in help as well? 


Thanks for the help, looking pretty broad at this dashboard and I'll be around to chat on the topic as you post replies. We have an acquisition and recapture set of insights that are up next, but wanted to start with retention, considering the most important prospects are the ones already in your database.  


-Anthony 

 

I know it's complicated, but I'd like to able to explore retention rates for donors giving above a certain dollar amount (major and leadership donors). Anything like that in the works?

Ariel Billmeier

Anthony Tomaino:

Anthony from the product team here. I wanted to ping the community and start a thread on the retention dashboard that just released and if you would be willing to provide feedback (positive and constructive are both welcome)! The goal of that dashboard was to provide an ongoing view of retention from a donor and dollar perspective and allow you to dive into those constituents (donor retention) or gifts (revenue retention). We also have a separate rolling calculation that factors in the specific timeframe of each individual donor's last gift and will count them as retained if they've given within the past 15 months (3 month grace period from their anniversary of their last gift). That rolling chart is a subset of the area chart on the overview page (just filtered to retained). We also added drill in from the overview page for various rolling lifecycle statuses as well. If you have questions on the calculations, can you check help and see if it provides an ample explanation? Anything we can improve in help as well? 


Thanks for the help, looking pretty broad at this dashboard and I'll be around to chat on the topic as you post replies. We have an acquisition and recapture set of insights that are up next, but wanted to start with retention, considering the most important prospects are the ones already in your database.  


-Anthony 

 

It looks like donors who make "planned gifts" this year are counted as retained from last year. Of all the gift types, it seems like this one should not be included in retention numbers. Thoughts?

Krista Lippert

The rentention dashboard is great but I wish we could just include all constituents and not have it be tied to a fundraiser. It seems like I can only click one fundraiser or all fundraisers but really I want to see the rentention of the entire database.


Also, Primary Constituent Code really isn't useful either because that means our entire database would have to have the most important constituent code at the top of the list and that really isn't the case. I get why this would be useful but it requires clean data which isn't always the case. 

Amy Stubbings

Anthony Tomaino:

Hey Karen,


All of the reports on the retention dashboard use the fiscal year you have setup in the database view and the start date on the charts should reflect that. So if you are comparing 2014 to 2015 to 2016, you can do that in one chart. So hopefully that helps clear that piece up. 


I totally understand people including pledges, we do that for the donor rate! Here's an exerpt from the help. 

• Retained donors — How many of the current year's donors — in total — gave gifts of any type during the previous year.

• Donor retention rate — How many of the previous year's donors — as a percentage — gave again during the current year.

• Retained revenue — How much your retained donors gave — in total — through cash-in-hand giving during the current year.

• Revenue retention rate — How the Retained revenue amount compares to the previous year's overall giving from retained donors. For example, if last year's retained donors gave $1M, and you've received $500K from this year's retained donors, your retained revenue rate is 50%.

For the revenue retention rate we want to make sure we understand the scenarios. Are those pledges a year after they made a cash gift? Are those pledges not paid even partially in the year they are made? If any portion of that pledge is paid, we would count it as retained. If the donor gives a pledge in 2015 and then pays it in 2016, does that money count as retained? From a money perspective, you didn't retain any cash but did retain the donor (because they fulfilled the commitment). When we initially did discovery on this, we learned that would essentially double count or inflate the donor's retention because they were fulfilling the commitment they made prior, not giving again. Is that a false premise? 

 

We have a fair number of people that make small pledges, then pay them off within the quarter or year. Since you've added the filter of Revenue Recieved or Committed, I think my problem is mostly solved.  If someone gave a cash gift in 2014, then a Pledge in 2015 I would have wanted them to count as retained revenue in 2015. That same person then pays off the pledge in January 2016 and creates a new pledge in November 2016. I want their retained revenue to only count the new November pledge. 


I'm being asked to provide a metric next year "card for card" - who has increased, who has stayed the same, and who has decreased. i really hate that comparative report in RE7 because it requires a lot of caveats and cleaning in excel due to soft credits and tallying up who moved from what level to another with the dollar value of those moves. If we could add a panel or new insight or new dashboard of # or percentage who has increased, who has stayed the same, and who has decreased with total values compared to last year, possibly with the list of donors behind it, that would be ideal.  


I'll have to do some studying on the lists currently there to see if I can really figure out how it works well enough to explain it to gift officers.

Kari HammettCaster

Anthony Tomaino:

Anthony from the product team here. I wanted to ping the community and start a thread on the retention dashboard that just released and if you would be willing to provide feedback (positive and constructive are both welcome)! The goal of that dashboard was to provide an ongoing view of retention from a donor and dollar perspective and allow you to dive into those constituents (donor retention) or gifts (revenue retention). We also have a separate rolling calculation that factors in the specific timeframe of each individual donor's last gift and will count them as retained if they've given within the past 15 months (3 month grace period from their anniversary of their last gift). That rolling chart is a subset of the area chart on the overview page (just filtered to retained). We also added drill in from the overview page for various rolling lifecycle statuses as well. If you have questions on the calculations, can you check help and see if it provides an ample explanation? Anything we can improve in help as well? 


Thanks for the help, looking pretty broad at this dashboard and I'll be around to chat on the topic as you post replies. We have an acquisition and recapture set of insights that are up next, but wanted to start with retention, considering the most important prospects are the ones already in your database.  


-Anthony 

 

Hi Anthony,


I am just trying out this feature and like it! I am glad you've spent the time creating this. It looks like this is the only option that does not allow you to pick dates. The summary data at the top would be so nice to be able to adjust by timeframe - right now it is all showing zeros because it is a new year. I'd like to be able to adjust for summary info for 2016.  Seems like every other tab has a date range.

Craig Mulder

Anthony Tomaino:

Anthony from the product team here. I wanted to ping the community and start a thread on the retention dashboard that just released and if you would be willing to provide feedback (positive and constructive are both welcome)! 

Anthony - as new users of NXT, my staff is delighted with the availability of the reporting in NXT and are looking forwarding to using it more effectively for planning.  In our initial review, there is a question about how the Donor Retention Rate is calculated when I'm filter on a specific Campaign Category.  In the First Year Donor Donation section, the Donor retention rate uses the sum of the Retained Donors and the LYBUNT donors as the denominator.  In the Year to date retention, I'm not clear what denominator is used to calculate the Donor retention rate.


I've uploaded a screen capture of our dashboard.


I've presented this question via the Chat Support but didn't get an explanation as to what the denominator is. Let me know if I should submit this question elsewhere.



 

Hannah Walker

Anthony Tomaino:

Anthony from the product team here. I wanted to ping the community and start a thread on the retention dashboard that just released and if you would be willing to provide feedback (positive and constructive are both welcome)! The goal of that dashboard was to provide an ongoing view of retention from a donor and dollar perspective and allow you to dive into those constituents (donor retention) or gifts (revenue retention). We also have a separate rolling calculation that factors in the specific timeframe of each individual donor's last gift and will count them as retained if they've given within the past 15 months (3 month grace period from their anniversary of their last gift). That rolling chart is a subset of the area chart on the overview page (just filtered to retained). We also added drill in from the overview page for various rolling lifecycle statuses as well. If you have questions on the calculations, can you check help and see if it provides an ample explanation? Anything we can improve in help as well? 


Thanks for the help, looking pretty broad at this dashboard and I'll be around to chat on the topic as you post replies. We have an acquisition and recapture set of insights that are up next, but wanted to start with retention, considering the most important prospects are the ones already in your database.  


-Anthony 

 

Hi Anthony,


My biggest gripe is that when I use some of the filters available it's a little too literal. For example, if I drill down to a certain appeal category, let's say it's direct mail, a donor will only be included in "year to date retention" if they gave to direct mail last year and then again to direct mail this year. I would want to see any conversion counted, as well, because I would still consider a donor retained if they gave to direct mail last year and online this year, for example.


I noticed the "first year donor retention" is not set up the same way, and it counts retained donors closer to how I would view them (donors who gave their first gift to direct mail last year and then gave to online this year are counted as retained). However, in first year donor retention it appears that if I filter on appeal category, it will also count someone who gave their first gift to an online category last year and to direct mail this year as a retained "direct mail" donor. It may help if there was some documentation available on how these numbers are calculated. I know basic explanations exist but if an organization doesn't understand what goes into the numbers it can be a little misleading. I guess my wish list would be to include a little more flexbility to define retained donors how we specifically define them. Hope that makes sense!

Amy Stubbings

This dashboard looks much better now. Trouble is, I'm not really sure how to check it against RE7.  But it's not 2 donors, 0 retained revenue and 26% retained revenue rate anymore so that's good! My acquisition Analysis appears to be having the same trouble as the Retention was originally.

Craig Mulder

This error has been corrected by Blackbaud.

 

KeriLee Eadie

@Anthony Tomaino did this happen? I am particularly interested in the Soft Credits. I don't see it on the Retention report.

Now with all that being said, we are VERY close to enabling a few key items for you all to control the gift types in reports because I don't want to skip over that. Some you should see as soon as a week from now and some will drip over the course of the next 2 months (general timeframe but looks solid as of now).

1. Switching dashboards to view Committed Revenue vs. Received Revenue using standard configurations
2. Configuring Committed Revenue (using gift types) vs. Received Revenue - allowing you to decide what's included in those figures.
3. Including Recognition (soft credits) on records and choosing it as a reporting option - knowing it's not a financial measure, rather a measure of participation.
4. Allowing you to define recognition in reporting more granularly (which includes soft credits)

Karen Diener 2

@KeriLee Eadie:

@Anthony Tomaino did this happen? I am particularly interested in the Soft Credits. I don't see it on the Retention report.

Now with all that being said, we are VERY close to enabling a few key items for you all to control the gift types in reports because I don't want to skip over that. Some you should see as soon as a week from now and some will drip over the course of the next 2 months (general timeframe but looks solid as of now).

1. Switching dashboards to view Committed Revenue vs. Received Revenue using standard configurations
2. Configuring Committed Revenue (using gift types) vs. Received Revenue - allowing you to decide what's included in those figures.
3. Including Recognition (soft credits) on records and choosing it as a reporting option - knowing it's not a financial measure, rather a measure of participation.
4. Allowing you to define recognition in reporting more granularly (which includes soft credits)

@Crystal Bruce Tagging you so that we can get eyes on KeriLee's question. I'm not sure what happens when old posts like this resurface. Is someone from Blackbaud patrolling them?

Thanks -