Analysis pledges and pledge payments

I actually posted this as a comment in another thread but this is slightly different than the initial idea.  BB has already marked it as likely to implement so I don't know if they go back and read any new comments after they've already tagged it as such.

 

Both pledge payments and installments due need to be options in the analysis..  Because NXT analysis only looks at pledges and not pledge payments so revenue won't be double counted  (which is a good thing) if someone made a multi-year pledge and has an installment due or has made an installment payment made this year analysis doesn't include it.  The pledge wasn't made in the time period looked at, and pledge payments (pay-cash in the DB) aren't included at all.  We're in the middle of a multi-year campaign so there are a lot of previous pledges payed each year towards those pledges. So we get inaccurate totals in both committed and received.  If we can't get accurate totals then the analysis can't really be used.

  • Matthew Nareff
  • Sep 25 2017
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  • Guest commented
    December 10, 2018 16:33

    Please include this in CRM. It is a common request among our users.