Segmentation Data Last Fiscal Year-2 Analysis

Segmentation Data LFY-2

How to use the Segmentation Data LFY-2 analysis

This analysis is formatted specifically for use in the statistical analysis process utilized to determine Monetary amount breakpoints based on total annual giving per donor from the full fiscal year two years prior to the most recent full fiscal year. It examines total annual giving for all donors during that period.

Analytics Reference: QX102

Focus:

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

Segments: All/None specified | Scope: Segment

COLLECTIONS: Segmentation Deep Dive

VARIANT FAMILY: Segmentation Data (year_offset variants)

Other members: QX100 Segmentation Data LFY; QX101 Segmentation Data LFY-1

Analytic Details

Analytic ID: RT1
Analytic Name: Segmentation Data Last Fiscal Year-2 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-2 Analysis

Segmentation Data LFY-2

Analytic Details

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