Salesforce

What is the Donor Insights Explore Standard Data Dictionary?

« Go Back
Information
What is the Donor Insights Explore Standard Data Dictionary?
What-is-the-Donor-Insights-Explore-Standard-Data-Dictionary
Details

The following Data Dictionary provides an overview of the most commonly used standard data fields within the Insights Donor Explore. By understanding this information, users can effectively navigate and analyze their program's data within Insights.

See below to learn about the popular standard data fields that can be leveraged through the Insights Donor Explore.

Donor Explore Standard Data Dictionary

Field Label

Field Description

Explore Sub-Folder

Donor IDThe unique identification number assigned to a donor by the donor's organization/employer.Donor
Create DateThe date the donor’s account was createdDonor
Full NameThe donor’s first and last nameDonor
Email AddressThe donor’s email addressDonor
DepartmentThe donor’s departmentDonor
Employee TypeThe donor’s employee type sent on the HR fileDonor
Active FlagA flag that indicates if a donor is activeDonor
Pay CycleThe donor’s pay frequency (weekly, bi-monthly, etc.)Donor
AddressThe donor’s addressDonor
Address 2The donor’s addressDonor
CityThe donor’s cityDonor
StateThe donor’s stateDonor
ProvinceThe donor’s provinceDonor
Region IdThe donor’s regionDonor
Zip CodeThe donor’s zip codeDonor
CountryThe donor’s countryDonor
Donor CountUnique count of donors (both active and inactive)Donor
Age DecadeThe age decade an employee belongs to, based on their birthdate that is passed through the HR file. An example of expected values would be 30's, 40's, 50's, etc..Advanced Donor Detail
Age Generation 
The age generation an employee belongs to, based on their birthdate passed through the HR file. Expected values would be: 
  • Gen Alpha (2013-2024)
  • Gen Z (1997-2012)
  • Millennials (1981-1996)
  • Gen X (1965-1980)
  • Baby Boomers (1946-1964)
  • Silent Generation (1928-1945)
  • Greatest Generation (1901-1927)
  • Lost Generation (1883-1900).
 Source: Wikipedia
Advanced Donor Detail 
Average Gift Amount per DonorThe average gift amount for each employee.Advanced Donor Detail  
Average Hours Volunteered per DonorThe average hours volunteered for each employee.Advanced Donor Detail 
Average Match Amount per Donor The average match amount for each employee. Advanced Donor Detail  
Median Gift Amount per DonorThe median gift amount for each employee.Advanced Donor Detail  
Median Hours Volunteered per Donor The median hours volunteered for each employee.Advanced Donor Detail  
Median Match Amount per Donor  The median match amount for each employee. Advanced Donor Detail  
Total Gift Amount per Donor The sum of all gifts for each employee. Advanced Donor Detail  
Total Gift Count per Donor  The count of gifts (giving only) for each employee.Advanced Donor Detail 
Total Hours Volunteered per Donor  The sum of all hours for each employee.Advanced Donor Detail  
Total Match Amount per Donor   The sum of all company matches for each employee. Advanced Donor Detail  
Total Organization Count per Donor   The count of organizations that have been engaged with (giving or volunteering) for each donor.Advanced Donor Detail  
Days Since Last EngagementThe number of complete days since the employee last donated or volunteered.Advanced Donor Detail   
Days Since Last GiftThe number of complete days since the employee last donated.Advanced Donor Detail   
Days Since Last Volunteer The number of complete days since the employee last volunteered.Advanced Donor Detail  
Donation TypesIdentifies the type of donation an employee has made. Expected values would be: Gifts Only, Hours Only, Gifts & Hours or None.Advanced Donor Detail  
Donor Retention Type 
The retention type an employee belongs to, based on their engagement (giving or volunteering) over the span of time they have been an active employee. Expected values would be:
  • Repeat-Retained - Employees who gave for the last two years in a row (including the current year) and in any prior year
  • New-Retained - Employees who gave for the first time last year and have given again this year
  • Recaptured - Employees who gave prior to last year, did not give last year but have given again this year
  • New - Employees who gave for the first time this year
  • Lapsed - Employees who gave last year but have not yet given this year
  • Lost - Employees who gave two or more years ago but did not give last year or this year
  • Incomplete Engagement - Employees whose only engagement records are tied to Canceled, Rejected, Completed, or Closed dispositions
  • No Engagement - Employees who do not have any engagement records.
Advanced Donor Detail   
First Engagement DateThe date of the employee's first engagement (giving or volunteering).Advanced Donor Detail
Active Recurring Gift Flag A flag that indicates if the employee has an active recurring gift (e.g., recurring payroll pledge or credit card). Advanced Donor Detail
US Location? A flag that indicates if the donor is located inside or outside of the United States.Advanced Donor Detail
Gift Count Tier 
The gift count tier an employee belongs, based on the total number of times they have donated. Expected values would be:
  • 1 Gift
  • 2 Gifts
  • 3-6 Gifts
  • 7+ Gifts
  • No Gift
Advanced Donor Detail
Average Gift Size Tier
The gift size tier an employee belongs to, based on their average gift amount. Expected values would be:
  • Micro (<$101)
  • Small ($101 - $500)
  • Mid-Size ($501 - $5,000)
  • Major ($5,001 - $50,000)
  • Supersize (>$50,000)
  • No Gift
Advanced Donor Detail 
Total Gift Size Tier
The gift size tier an employee belongs to, based on the sum of all gift donations. Expected values would be:
  • Micro (<$101)
  • Small ($101 - $500)
  • Mid-Size ($501 - $5,000)
  • Major ($5,001 - $50,000)
  • Supersize (>$50,000)
  • No Gift 
Advanced Donor Detail 
Last Engagement Date The date of the employee's last engagement (giving or volunteering).Advanced Donor Detail
Last Gift Date The date of the employee's last gift record.Advanced Donor Detail
Average Days Since Last EngagementThe average number of complete days since the employee last donated or volunteered.Advanced Donor Detail
Average Days Since Last GiftThe average number of complete days since the employee last donated.Advanced Donor Detail
Average Days Since Last VolunteerThe average number of complete days since the employee last volunteered.Advanced Donor Detail
Median Days Since Last EngagementThe median number of complete days since the employee last donated or volunteered.Advanced Donor Detail
Median Days Since Last GiftThe median number of complete days since the employee last donated.Advanced Donor Detail
Median Days Since Last VolunteerThe median number of complete days since the employee last volunteered.Advanced Donor Detail
Median Gift Amount per DonorThe median gift amount across all of an employee's donations.Advanced Donor Detail
Average Organization Count per DonorThe average number of organizations with which employees have engaged.Advanced Donor Detail
Max Organization Count per DonorThe maximum number of organizations with which employees have engaged.Advanced Donor Detail
Median Organization Count per DonorThe median number of organizations with which employees have engaged.Advanced Donor Detail
Min Organization Count per DonorThe minimum number of organizations with which employees have engaged.Advanced Donor Detail
Total Gift Amount per DonorThe sum of all gifts for each employee. Advanced Donor Detail
Total Hours Volunteer per DonorThe sum of all hours for each employee.Advanced Donor Detail
Total Match Amount per DonorThe sum of all company matches for each employee. Advanced Donor Detail

 

What else do you need help with?

Not what you're looking for? Navigate to the Insights Standard Data Dictionary Overview


Powered by