Dashboards & Reporting

LChandler2
Participant

Retention rate report

We are looking to create a donor retention rate report for our dashboard. Has anyone successfully done this and if so how did you set it up? 

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3 Replies 3
LouiseHare
Top Contributor | Partner
Top Contributor | Partner

Retention rate report

Hi @LChandler2,

 

What do you define as a retention internally? This information will help me to suggest a solution for you.

 

Thanks,

Untitled design (5).png

Louise Hare she/her

Freelance HubSpot Expert

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If my reply helped to answer your question please mark it as a solution to make it

easier for others to find! 

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LChandler2
Participant

Retention rate report

Hi @LouiseHare Thanks for your help!  We define donor retention rate as the percentage of previous period donors who have donated again in the current period.

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LouiseHare
Top Contributor | Partner
Top Contributor | Partner

Retention rate report

Hi @LChandler2 ,

 

I've wracked my brain on this one but have struggled to come with anything that shows what you are looking to see.

 

The best that I can suggest at the moment is the following:

  • Create a list of Contacts who are associated to a Deal that has entered the Closed Won stage in the last 30 days (frustratingly, you can't use time period filters such as this quarter in lists)

Screenshot 2024-05-24 at 16.05.52.png

  • Create a custom report with Contacts as the primary data source and Deals as the secondary data source. Select the KPI report type and add the following filters-

Screenshot 2024-05-24 at 16.08.23.png

What the report will show you is the number of Contacts who are associated to a Deal that has been Closed Won more than 30 days ago and less than 60 days ago, and also have another Deal that has Closed Won in the last 30 days - ie. anyone who has made a donation 'last month' and also 'this month'.

 

Not the ideal solution but hope this is somewhat helpful!

Untitled design (5).png

Louise Hare she/her

Freelance HubSpot Expert

Book a Consultation

 

If my reply helped to answer your question please mark it as a solution to make it

easier for others to find! 

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