thankQ Help

This report gives an overall financial summary of the selected sources according to a defined date range.

 

NOTE the report will include all associated mailings and costs regardless of when they were entered.

 

Detail reported includes:

 

New Payments - Totals transactions that are the first for each type by each contact e.g. first donation, booking, membership etc. Any subsequent transactions of the same type that fall within the same year as the first will be included in 'Existing'.

 

Existing Payments - Totals transactions where there is a transaction of the same type per contact e.g. donation, booking, membership etc. in the previous year or earlier in the current year.

 

Recovered Payments - Totals transactions where there is NOT a transaction of the same type per contact e.g. donation, booking, membership etc. in the previous year or earlier in the current year but there is prior to then.

 

Response Rate - Number of Payments divided by the Number of Contacts Mailed

 

Profit - Total Payment minus Total Cost

 

ROI (Return on Investment) - Total Payment divided by Total Cost

 

Acquisition Cost - Total Cost divided by Total Number of Supporters making a payment for the first time for a particular type e.g. donation, booking, membership etc.