Hi everyone,
I’m working on a solution to calculate the total giving influence (or "Impact") of a specific Contact Record Type we call "Members."
These Members are highly connected, and I need a single metric on their Contact record that captures their total impact across three different buckets:
- Direct Giving: Hard credits from their primary Household Account.
- Affiliated Giving: Hard credits from Organization Accounts they are affiliated with (e.g., their Company or their Family Foundation).
- Ad-Hoc Influence: Soft credits from Opportunities where they served as an influencer/solicitor but don't necessarily have an Account Affiliation.
Has anyone built something similar? If so, which route did you choose (Automated Soft Credits vs. DLRS/Flow)?
Double-counting gotchas:
What are the best practices/filter rules to ensure we don't double-count a Member if they accidentally get assigned a Soft Credit on a donation that is already rolling up through their Household or Affiliation?
Thanks!
Great response, Himanshu!
@liesel broerman, I helped build something similar, a RFM score for donors. RFM (recency, frequency & monetary) scoring is a common metric to help guide fund-raising teams to the most efficient use of their time. The concept is simple enough: each component gives a score of 1 to 10, and the component scores are added together to give a total out of 30.
Recency is calculated from the date of their most recent donation, with a score of 10 if that date within the last 10 days, and a score of 1 if it was over 5 years ago. You can work out the remaining buckets (individual scores) to suit your needs. This calculation is done quite easily by a formula field based on "Last Gift Date", though the resulting formula looks quite daunting, given the requirement to calculate "days ago", "months ago", etc.
If you would like more detail, just ask.
