Dashboard – Goal Definitions

Dashboard Goal Definitions

DonorSnap Goals allow you to create a wide variety of goal types based on donations, interactions, volunteer activity, and contact records. If you would like to understand exactly what each goal type and goal field is measuring, please refer to the chart below:

Note: All goals are based on the entire site. Results displayed for each goal will be identical for all users.

Goal Type  Field Type  Goal Explanation  Example
 $ Amount Campaign Sum all donations that match the campaign value in the date range
Appeal Sum all donations that match the appeal value in the date range
Organization Contact Sum all donations that match the organization contact value in the date range
Donation Type Sum all donations that match the donation type value in the date range
Accounting Code Sum all donations that match the accounting code value in the date range
Batch Code Sum all donations that match the batch code value in the date range
New Contacts Sum all donations in the date range for all contacts whose OriginationDate is in the same date range
New Donors Sum all donations in the date range for all contacts whose DonationDateFirst is in the same date range
# of Donations Campaign Count the number of donation records that match the campaign value in the date range
Appeal Count the number of donation records that match the appeal value in the date range
Organization Contact Count the number of donation records that match the organization contact value in the date range
Donation Type Count the number of donation records that match the donation type value in the date range
Accounting Code Count the number of donation records that match the accounting code value in the date range
Batch Code Count the number of donation records that match the batch code value in the date range
New Contacts Count the number of donation records in the date range for all contacts whose OriginationDate is in the same date range
New Donors Count the number of donation records in the date range for all contacts whose DonationDateFirst is in the same date range
# of Contacts Campaign Count the number of contacts that have a donation record matching campaign value in the date range
Appeal Count the number of contacts that have a donation record matching the appeal value in the date range
Organization Contact Count the number of contact records that match the organization contact value (Date range not applicable)
Donation Type Count the number of contacts that have a donation record matching the donation type value in the date range
Accounting Code Count the number of contacts that have a donation record matching the accounting code value in the date range
Batch Code Count the number of contacts that have a donation record matching the batch code value in the date range
Interaction Type Count the number of contacts that have an interaction record matching the interaction type value in the date range
Volunteer Event Code Count the number of contacts that have a volunteer record matching the volunteer event code value in the date range
New Contacts Count the number of contact records with an OriginationDate in the date range
New Donors Count the number of contact records with a DonationDateFirst in the date range
# of Volunteer Activities Volunteer Event Code Count the number of volunteer records that match the volunteer event code value in the date range
New Contacts Count the number of volunteer records in the date range for all contacts whose OriginationDate is in the same date range
New Donors Count the number of volunteer records in the date range for all contacts whose DonationDateFirst is in the same date range
# of Volunteer Hours Volunteer Event Code Sum the number of volunteer hours that match the volunteer event code value in the date range
New Contacts Sum the number of volunteer hours in the date range for all contacts whose OriginationDate is in the same date range
New Donors Sum the number of volunteer hours in the date range for all contacts whose DonationDateFirst is in the same date range
# of Interactions Interaction Type Count the number of interaction records that match the interaction type value in the date range
New Contacts Count the number of interaction records in the date range for all contacts whose OriginationDate is in the same date range
New Donors Count the number of interaction records in the date range for all contacts whose DonationDateFirst is in the same date range

 

Relevant Links:

Dashboard Overview
Dashboard Goals Webinar
Dashboard Apps Webinar

 

Quick Search

Quick Search is useful for finding any piece of information that you store in your database. You can find the search button on every grid under the Community menu as well as on the Dashboard as an app.

Instead of searching only the Last name field or Company field, the Search button at the top of any of the database tabs.

For example, search the name “Harrison”:
You will receive results for contacts with LastName of Harrison, who live in Harrisonburg City, who have an address on Harrison Street.

The Quick Search tool uses a single search box to search across any or every field in your database. It will find any mention of your search string in a contact, address, persona, donation, pledge, tickler, interaction, volunteer, note, affiliated, organization contact, or community members record.

Once you click search, you can quickly jump to any record in the search results.

Each user can customize their search settings. Include or exclude specific fields or tables to find exactly what you are looking for. (Your Username in the Top Right of the program > User Settings).

Dashboard

The Dashboard is the first page displayed upon logging into DonorSnap. This page provides a customizable interface to help you see an overview of your database as well as highlight tasks that require action on your part. Continue reading “Dashboard”

Batch Code

Community > Contacts > Donation Tab > Batch Code Field

The Batch Code field indicates which thank you letter this payment will receive. It is not automatically populated with the names of your thank you letters. If you add a new thank you letter and need a corresponding Batch Code for it, you will need to add that as well. Continue reading “Batch Code”