Social Impact KPIs
For more information on KPIs in general, see Key Performance Indicators.
For a table of standard NetSuite KPIs, see Standard Key Performance Indicators Table.
Social Impact Customization includes key performance indicators that display results from saved searches depending on the period that you selected.
Depending on your role and your account's enabled features, some or all of the following table's KPIs are available for display in a Key Performance Indicators portlet. If you see a KPI in the table that is not available to you in NetSuite and that you would like to display, check with your administrator to see if the related feature can be enabled, or if you can use another role to log in to NetSuite.
The table lists the custom KPIs in alphabetical order.
|
KPI |
Description |
Edition |
|---|---|---|
|
Average # of Gifts per Donor |
This indicator shows the average number of gifts received from any individual or organizational donor and posted to income accounts. The calculation includes transactions for which Revenue Type is set to Donation. Credit Memos and Cash Refunds are not included. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Average # of Gifts per Individual |
This indicator shows the average number of gifts received from individual donors and posted to income accounts. The calculation includes transactions for which Revenue Type is set to Donation. Credit Memos and Cash Refunds are not included. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Average # of Gifts per Organization |
This indicator shows the average number of gifts received from organizational donors and posted to income accounts. The calculation includes transactions for which Revenue Type is set to Donation. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
NFP Average Days to Pay |
This indicator shows the average number of days between invoice date and the payment date for the given time periods. This value is calculated using data from Vendor Bills. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Average Individual Gift Amount |
This indicator shows the average gift amount from individual donors. The calculation includes transactions for which Revenue Type is set to Donation. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Average Organization Gift Amount |
This indicator shows the average gift amount from organizational donors and posted to income accounts. The calculation includes transactions for which Revenue Type is set to Donation. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Fundraising Expenses |
This indicator shows the total debits to expense accounts (Expense, Other Expense, Cost of Goods Sold) during the given time periods. This value includes transactions for which Functional Expense is set to Fundraising. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Grant Pipeline |
This indicator shows the total value of open grant opportunities expected to close within the given time periods (this month and last month). Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Grant Receivables |
This indicator shows the total amount remaining on open invoices, posted to Grant Receivable accounts, during the given time periods. To label an account as Grant Receivable, set Applied To on the Edit Account page. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Grants Lost |
This indicator shows the number of opportunities marked lost in the given time periods. This count includes grant opportunities that have a status of Closed-Lost or Lost Customer. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Grants Won |
This indicator shows the number of opportunities that were won in the given time periods. This count includes grant opportunities that have a status of Closed-Won or Renewal. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Management & General Expenses |
This indicator shows the sum of all transactions posted to expense accounts (Expense, Others Expense, Cost of Goods Sold). This value includes transactions for which Functional Expense is set to Management & General. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
New Constituents |
This indicator shows the number of new constituents (individuals or organizations) created in the current month. This value does not include inactive constituents. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
NFP Open Purchase Orders |
This indicator shows the amount total for purchase orders that have not been fully received and billed. This value does not include billed purchased orders. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Program Service Expenses |
This indicator shows the sum of all transactions posted to expense accounts (Expense, Other Expense, COGS). This value includes transactions for which Functional Expense is set to Program Services. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Recurring Gifts |
This indicator shows the total amount of gifts, which are recurring, received from any individual or organizational donor. This value includes transactions for which Revenue Type is set to Donation and Revenue Subtype is set to Recurring Donation. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Restricted Revenue |
This indicator shows the sum of all restricted transactions posted to income accounts. This value includes transactions for which Restriction is set to “With Donor Restriction”. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Revenue Released from Restriction |
This indicator shows the sum of all revenue released from restriction. This value includes transactions for which Transaction Type is set to “Release from Restriction” and Restriction is set to "Without Donor Restrictions". Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Total Donations |
This indicator shows the total amount of gifts received from all the donors and posted to income accounts. This value includes transactions for which Revenue Type is set to Donation. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Total # of Constituents |
This indicator shows the number of all active individual or organizational constituents for the current month. This value does not include inactive constituents. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Total Grant Revenue |
This indicator shows the total revenue received from Grants posted to income accounts. This value includes transactions for which Revenue Type is set to Grant. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Total Individual Donations |
This indicator shows the amount of gifts received from individual donors and posted to income accounts. This value includes transactions for which Revenue Type is set to Donation and Is Individual is set to True. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Total Organization Donations |
This indicator shows the amount of gifts received from organizational donors and posted to income accounts. This value includes transactions for which Revenue Type is set to Donation and Is Individual is set to False. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Total Pledges |
This indicator shows the total amount of donations received from all donors and posted to income accounts. This value includes transactions for which Revenue Type is set to Donation and Revenue Subtype is set to Pledge. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Total Pledge Write-offs |
This indicator shows the total amount of Write-off transactions. For details on how to write off pledges, see Writing off Pledge or Grant Receivables. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Unbilled Grants |
This indicator shows the total amount of orders that have not been billed yet. This value includes all Sales Orders for which a grant is selected in the header. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
Unrestricted Revenue |
This indicator shows the sum of all unrestricted transactions posted to income accounts. This value includes transactions for which Restriction is set to “Without Donor Restriction”. Click this KPI's periods or totals to open the full search results. |
NFP Starter Edition |
|
NFP Average Days to Receive |
This indicator shows the average number of days between invoice date and the receipt date for the given time periods. This value is calculated using data from Invoice. Click this KPI's periods or totals to open the full search results. |
NFP Standard Edition |
|
Average Days Late |
This indicator shows the average number of days in which the purchase orders are delivered. Click this KPI's periods or totals to open the full search results. |
NFP Standard Edition |
|
Number # of Orders Received |
This indicator shows the count of purchase orders whose delivery is received in the given time periods. Click this KPI's periods or totals to open the full search results. |
NFP Standard Edition |
|
Number # of POs |
This indicator shows the count of purchase orders in the given time periods. Click this KPI's periods or totals to open the full search results. |
NFP Standard Edition |
|
Number # of Bills |
This indicator shows the count of vendor bills received in the given time periods. Click this KPI's periods or totals to open the full search results. |
NFP Standard Edition |
|
Number # of Vendor Returns |
This indicator shows the number of vendor returns in the given time periods. Click this KPI's periods or totals to open the full search results. |
NFP Standard Edition |
|
% On Time |
This indicator shows the number of purchase orders delivered within the due date in the given time periods. Click this KPI's periods or totals to open the full search results. |
NFP Standard Edition |
|
Number # Late POs |
This indicator shows the number of purchase orders that are delivered late in the given time periods. Click this KPI's periods or totals to open the full search results. |
NFP Standard Edition |
|
Other Receivables |
This indicator shows the total amount remaining on open invoices. This value does not include grant, donation, or pledge revenue types. Click this KPI's periods or totals to open the full search results. |
NFP Standard Edition |
|
Pledge Receivables |
This indicator shows the total amount remaining on open invoices during the given time periods. This value includes invoices that have the Revenue type set to Donation and Revenue Subtype set to Pledge. Click this KPI's periods or totals to open the full search results. |
NFP Standard Edition |
|
Value $ of Vendor Returns |
This indicator shows the total amount of vendor returns for the given time periods. Click this KPI's periods or totals to open the full search results. |
NFP Standard Edition |