The Donor Type Comparison Viewport compares dollar and donor performance based on defined donor types: Acquired, Retained, and Renewed.
The Fiscal Year can be changed using the drop down at the top of the tab. This drop down will reload all Viewports in the tab with the selected fiscal year.
The dollar and donor Measurement can be changed using the drop down at the top of the Viewport. Any changes made to the measurement selection are stored, so the Viewport will display your last selection the next time you log in.
Click on the bars in the chart to see a detailed list of entity records.
Key Definitions Related to this Viewport:
- Cash: Includes gift and pledge payment transactions. This reflects actual dollars received during the period, and donors that paid during the period.
- Commitment: Includes gift and pledge transactions. This reflects dollars generated / committed during the period, and donors who made some kind of commitment during the period, whether or not they paid during the period.
- Pledge: Includes only pledge transactions.
- Dollars: The total legal amount of the transactions.
- Donors: The number of unique entities with a donor qualifying transaction (donor indicator is set to true on the transaction).
- Acquired: Donors who made their first gift to in the specified time period (had not given in any previous fiscal year).
- Retained: Donors who gave in the specified time period and were also donors in the previous fiscal year.
- Renewed: Donors who gave in the specified time period who had donated sometime in the past, but did not donate in the previous fiscal year.