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Display total recurring donations #1585

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sloria opened this issue Dec 28, 2018 · 9 comments

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@sloria
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@sloria sloria commented Dec 28, 2018

User story

As , I can <what?> so that <why?>

As a collective owner, I can see the total amount of recurring donations so that my contributors and I can allocate our monthly budget.

Best solution for this problem

What does the ideal solution look like?

The current amount of recurring donations (after fees/deductions) is easy to find for collective owners.

MVP

What will be built as an MVP? (Please refer to our wiki for what's acceptable as an MVP.)

I think a logical place would be the "Estimated Annual Budget" display.

image

Metrics

What metrics will be used to measure impact?

Documentation

The goal of the documentation should be to make it easier for others to do this

No new documentation necessary. If there is documentation with images containing the "Estimated Annual Budget" meter, those will eventually need to be updated.

@znarf znarf added the idea label Dec 31, 2018
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@piamancini piamancini commented Dec 31, 2018

cc/ @Betree

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@Betree Betree commented Jan 1, 2019

It sounds like a useful piece of information 🙂

Thanks for the suggestion @sloria!

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@alanna alanna commented Sep 18, 2019

@hzoo said he might be interested in building this

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@hzoo hzoo commented Sep 18, 2019

I think it's a little complicated at the moment so we'll need to figure out some things (otherwise it seems like the original idea is simply to divide the current number by 12 and display that)? Some thoughts:

I see this was brought up already via Pia/Alanna in #2216 (comment)

I think the current calculations for an annual estimate amount sort of inflate what the the annual estimation is because it assumes any one-time donations will continue to happen in the future (just total up all contributions in the last year).

For our project maybe we would rather be conservative in the estimation and only include monthly donations (or if someone is actually donating year then you could divide it by 12). So it's not that they aren't meaningful but it seems less reliable to use those to make a decision on spending? This is more the case if you get a large one-time donation.

Maybe you could have the option? (depending on the project) to choose to only show the estimated monthly donations and basically ignore the one-time ones in that calculation? Even better you could show the change from the last month to the current month.

Maybe it's fine to show the total but it is more useful to know specifically the monthly amounts. So maybe something like (assuming the monthly was $1k) - will have to figure out wording

"Estimated Annual Budget (Recurring)": ~12,000 USD (tooltip: Projected annual budget based on the recurring contributions from the current month. Does not include one-time donations in this estimation).

Could even do a range (lower bound via monthly, higher via total)

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@sloria sloria commented Sep 19, 2019

My proposal is to only show the sum of recurring monthly donations, minus fees and deductions. The total divided by 12 would not be useful for me.

For context, I split monthly donations between me and a co-maintainer. One-time donations are used for misc. expenses like merch and donating to upstream projects. So to determine the funds that go to me and my co-maintainer, I need to determine the recurring monthly revenue.

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@Betree Betree commented Sep 20, 2019

@sloria @hzoo Thanks for sharing your uses cases!

With the new collective page we're changing the way this information is displayed:

image

We've also added a tooltip where we could display more advanced information.

image

Based on what you both describe, I propose to keep the estimated annual budget view as it is today and to add the following breakdown in the tooltip:

  • One time contributions in the last month: $xxxx.yy
  • Monthly recurring contributions: $xxxx.yy / month
  • Yearly recurring contributions: $xxxx.yy / year

@hzoo's suggestion to show the progress is also very good:

Even better you could show the change from the last month to the current month.

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@hzoo hzoo commented Sep 20, 2019

My proposal is to only show the sum of recurring monthly donations, minus fees and deductions. The total divided by 12 would not be useful for me.

Ok great then we are probably on the same page then. Knowing the recurring (whether monthly or yearly which could be viewed as monthly) seems like the key as you can make decisions around that like in your case splitting it.

One time contributions in the last month: $xxxx.yy
Monthly recurring contributions: $xxxx.yy / month
Yearly recurring contributions: $xxxx.yy / year

Yeah that could be good!

Would monthly also be calculated via the last month and same for year? Because those calculations wouldn't be the same as literally totaling all the funds in the last 12 months and I wonder how people will understand that.

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@alanna alanna commented Sep 23, 2019

In the interest of simplicity, maybe we could go with:

  • Current balance
  • Monthly recurring (I think we should include recurring annual donations divided by 12 in this total, excluding one-time contributions)
  • Total all time or total this year or average annual budget (normalised across all years Collective has been active)

One thing I'm worried about is we need to design for different Collective types. Those participating in this thread so far represent Collectives where monthly recurring contributions are the main focus, but we also have Collectives funded mainly or only through large one-off contributions (e.g. grants), and we have to make sure they don't end up with misleading $0 figures showing prominently either.

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@hzoo hzoo commented Sep 24, 2019

Yeah agreed that the options are important, some folks do rely on one-time and others monthly (or even the one you want* to rely on). Either way can skew what's really going on for both sides

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@znarf znarf added bounty candidate and removed hackathon labels Sep 30, 2019
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