Adjust dashboard performance insights to show a true projection

When looking at projections for the end of the year and to get a gauge on where we may end up at the end of the year, it's best gauged by looking at current received revenue plus outstanding pledge balances.


Currently, the performance insights in dashboards only reflect received revenue. The performance insight is a great tool to use to share our current fundraising efforts for what we have received, but it would be nice to be able to see the pledge balances (minus any gifts that have been written-off) included for our fundraisers and executives to see where they currently stand for the year.

  • Curtis Cecil
  • Sep 15 2026
  • Reviewed: Voting Open
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  • Suzie Capps commented
    24 Sep 10:53

    Yes please!