Segmentation Data Last Fiscal Year Analysis

Segmentation Data LFY

How to use the Segmentation Data LFY analysis

This analysis provides a clear summary of each donor's total giving for the most recent complete fiscal year. This analysis is formatted specifically for use in further statistical analysis to determine the Monetary amount donor segmentation breakpoints for your organization.

Analytics Reference: QX100

Focus:

Type: Summary+Detail | Lifecycle: Portfolio Management | Time: Retrospective (LFY) | Audience: Operational

Segments: All/None specified | Scope: Organization

COLLECTIONS: Segmentation Deep Dive

VARIANT FAMILY: Segmentation Data (year_offset variants)

Other members: QX101 Segmentation Data LFY-1; QX102 Segmentation Data LFY-2

ALSO TRY: QX172 Segmentation Break Points

Analytic Details

Analytic ID: RT1
Analytic Name: Segmentation Data Last Fiscal Year Analysis
Focus: 2.1: Outright Lapse Mitigation YOY
Type: Cohort Portfolio Management Retrospective Operational
Segments: Top Middle Bottom New Individual Donor
Collections: Lapse Prevention Toolkit
Workflows: Lapse Prevention Protocol (Step 1)
Also Try: RT146 Recently Lapsed Top Donors (15 mo); RT18 Attrition Warning Summary View; RT20 Attrition Warning Detail; RT5 Active Top Donors FYTD vs Last Year
Columns Included: Constituent ID, Donor, Last Gift Date, Last Gift Amount, First Gift Date, Consecutive FYs Giving, Avg Gift Amount, Avg # of Months Between Gifts, Total Fiscal Years with Gift, Total Gifts, Total Giving, Deceased, Constituency, Assigned Fundraiser

Segmentation Data Last Fiscal Year Analysis

Segmentation Data LFY

Analytic Details

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