Committee Revenue in NXT Analyze should not include Planned Gift Realized Revenue when including Planned Gifts

When using committed revenue to show production for a Fundraising Shop, when you include Planned Gifts the Planned Gift Realized Revenue should be excluded.  To include both the Planned Gift and Realized Revenue equates to double counting the revenue which is an inaccurate representation.

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  • Mar 12 2018
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  • Matt Haynes commented
    10 Jan 17:51

    Seems to exclude when the planned gift date falls in the range being reported - but if the planned gift is from years past, and in the period reporting is occurring - should exclude one-time gifts linked as realized revenue since planned gift committment had been counted in past yrs. NOTE: we report on our FY period, and #'s are inflated because of this.

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