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Compare YOY donations by month via a dashboard module?

Alicia Valtierra

Hi! this forum was so helpful last time I had a question, I thought I'd try my luck a second time too.

Setting up a dashboard for our new Development Director that shows our Appeal donations from last fiscal year and this fiscal year. (one module for one year, a second module for the current year). Its great to see over all production.

Curious if there is a way to break this down further to see how many donations came in per month from last year vs per month this year.

Is my best option creating a query for that?

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Comments

Austen Brown

Hi @Alicia Valtierra - Do you have NXT or only database view?

Alicia Valtierra

Austen Brown:
Hi @Alicia Valtierra - Do you have NXT or only database view?

I I do believe only database view via citrix.

Austen Brown

Based on what I remember of RE7 Dashboards, I believe a query would be the best option for this.

If you had NXT this would be much easier as users are able to deep-dive on presented data, to see what gifts (or number of gifts) encompass that element of a graph or area of the dashboard. Quick plug - if/when your org considers upgrading NXT ask to take a look at Insight Designer (custom dashboard builder) within your demo. We have found this ‘add-on’ to be very useful.

Alicia Valtierra

Austen Brown:
Based on what I remember of RE7 Dashboards, I believe a query would be the best option for this.
If you had NXT this would be much easier as users are able to deep-dive on presented data, to see what gifts (or number of gifts) encompass that element of a graph or area of the dashboard. Quick plug - if/when your org considers upgrading NXT ask to take a look at Insight Designer (custom dashboard builder) within your demo. We have found this ‘add-on’ to be very useful.

Ahh, I had a feeling this was going to be my answer. I'm VERY new to RE and was given the schooling of videos to watch to learn about the software. I ended up learning a LOT about NXT and thought “wow, this is really streamlined” and then found out we don't use it! A shame. I'm slowly trying to convince them to make the switch. I'll make sure to add this talking point to my next attempt at conversion lol. Thank you for your help!!

Austen Brown

Let me know if you would like to jump on a call, I am happy to share what my org has found beneficial about NXT.