KPIs to match total revenue and payments?

Yvette Yescas
Yvette Yescas
Fifth Anniversary Name Dropper Facilitator 1
in Blackbaud Altru® General Discussions

Has anyone had success getting your Membership KPI Actual total to match your total in the Total Revenue and Payments report? If so, can you tell me how you did that, please?

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  • Chris Nungesser
    Chris Nungesser
    Fifth Anniversary Kudos 3 Name Dropper Participant

    Hi @Yvette Yescas,

    It was really nice to speak with you the other day. (I hope that our discussion was helpful and substantive enough). You had mentioned this KPI question on the call and I talked about it with our data manager, @Heather Kellerman. Among the many hats she wears, Heather leads our business reporting efforts. She said that she has done some work with the KPIs and KPI dashboards but has not invested much time in this area. Most of her in-depth reporting (and KPI type work) has been done outside of Altru - especially in PowerQuery/PowerBI and utilizing the OData links (from queries).

    Heather did say that your issue sounded like it was an understandable issue to encounter. She pointed out that it can be a little challenging to understand the framework or architecture of the KPI dashboard (since there is limited documentation about how it is all set up).

    Sorry that I don't have something more helpful to report here.

    Have a good one.

    Chris

  • Yvette Yescas
    Yvette Yescas
    Fifth Anniversary Name Dropper Facilitator 1

    @Chris Nungesser, for some reason, I wasn't alerted to your response, so I am just seeing it. I am not surprised that Heather does this work outside of Altru. Because the KPIs calculate on the Revenue/Amount, they are not going to be usable for organizations that want to allow add-ons, or really any revenue split. If Heather does stumble on a way to make them work, I'd love to hear, but I don't think I'm missing something in the framework or architecture here that will make the revenue KPIs give correct totals.

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