One of my development directors wants to be able to measure the number of donors that grow to a one time gift of $5,000. At first I just provided her a total number of 105 to her dashboard by pulling a report of all accounts with largest gift $5,000. But she wants to see it in a chart that shows how the number is growing quarterly. I looked into using NPSP Levels, but there doesn't seem to be a native way to track date changes.
What am I not thinking of? Other than creating a long complicated flow?
Any help is very appreciated!!
+1 to Dodi. I like that solution. You could use a standard Account > Opportunity rollup summary field that shows the MIN of Close Date on records where Amount >= 5000. You might also need to exclude one or more opportunity record types. If so, please don't hard-code record type IDs in the criteria; instead, create a formula field on Opportunity that simply displays Opportunity Record Type > Name, then use this in your rollup criteria.
@Jennifer Shaw, ask yourself or your team about whether this date would ever change over time. For example, if the account stopped donating or the organisation shut down (or the contacts were deceased). Also ask yourself if you should also have this data for contacts, not just accounts.
Thank you @Dodi Friedenberg & @Charles Thompson! I ended up going with an NPSP customized roll up to do this. I opted into making it the easiest way as possible and a roll up did the trick!
If I understand what you’re asking for, it sounds like one way to do this would be to use a rollup that records the date of their first $5000 gift (I assume that 5k+?). Then you could create your chart from those dates. Using Levels:
This NPSP feature could also be used. Basing your levels on Largest Gift, you can track the history of changes to this field.
- Create your level(s) in the Level object, using Largest Gift (npo02__LargestAmount__c), storing it in the OOB Level field or create your own field for it and reference that field here.
- Ensure the Level field is displayed on the Account record page (it should be there by default, in the Donation Information section)
- In the Object Manager > Account > Fields & Relationships, set history tracking and select the Level field (or your custom field)
- Add Account History to the related lists on your page
- You can report on Account History and Level, using the appropriate filters and chart, and/or add it to a dashboard
