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!
Hi, for the bucket two soft credits in NPSP can be rollup by using the Opportunity Contact Role. When creating a Organization affiliation you can assigned a role (Soft Credit, desicion making, "Your own"), any opportunity/donation created for that organiation will create the soft credit. Then is just matter of filtering your roles accordingly.
If I remeber correctly, the household memebr roles is counted on the NPSP customizable roll ups so I edited my filter group to escluded that and avoind double counting hard credits in the household.
We also set up our own custom RFM score, so happy to share more on how we configured it
