Insights/Dashboards: Total gift amount

Gabrielle ReadHess

I need some help building an insight showing the total amount given by a particular class that includes both hard and soft credits, but does not double count soft credits. If I choose “gift amount received,” that excludes all soft credits; if I choose “gift recognition amount,” that double counts soft credits if two spouses are in that same class and have both received credit for a gift. I don't feel like this should be so hard, so what am I missing?

Joe Moretti

@Gabrielle ReadHess You are not missing anything, but that is just how it is when you are dealing with what you are trying to create. That is always going to be the issue with dealing with soft credits, you are not going to get any kind of financial report that will be able to include them both but not double count. That is the nature of the beast with soft-credits. Soft credits can never be used in a financial report if you want actual totals, otherwise you will always run into double counting. It is kind of like saying I want a big piece of chocolate cake and make sure you use butter, whole milk, etc, but I do not want to get the extra calories.

Alex Wong

@Gabrielle ReadHess
As stated by Joe, what you trying to do is going to be more difficult. But let's start with your soft credit rule.

• Does your org allow soft credit OVER the amount that's actually given?
  • Smith Corp $1000 - soft credit John Smith $1000 and Mary Jones $1000
• Does your org allow soft credit UNDER the amount that's actually given?
  • Donor Advised Fund $1000 - soft credit John Smith $300 (unknown $700 from who)

Also when you say “both hard credit and soft credit but not double count”… in above 2 examples, who should receive how much credit?

Gabrielle ReadHess

@Alex Wong
All associated donors typically receive an equal amount of SC as the original gift, so John and Mary would each receive $1000 SC on a $1000 gift via Smith Corp. If John and Mary are both in the same class, I need to report only on the gift of $1000 and not two soft credits totaling $2000.

Alex Wong

@Gabrielle ReadHess
you are definitely not going to be able to do this directly using RE NXT insight designer, as your rule is too complex.

Exporting data and then transforming it in Excel, Power Query, Power BI will be needed to achieve what you want to do.