Summary of Linked Gifts in Opportunities

The "amount funded" in Opportunities does not add up actual gifts linked to the Opportunity.

It would be great to have a quick view of the total amount of gifts actually linked to the Opportunity, especially for opportunities that have many smaller gifts linked. (We use this for some Peer-to-Peer Campaigns)

  • Justin Burns
  • Jan 8 2020
  • Reviewed: Voting Open
Opportunities
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  • Lori Hill commented
    15 Dec 16:34

    It would also be nice to be able to adjust settings to determine what gift types are included in the funded total displayed on the opportunity record in NXT. If a pledge is linked, the value of the pledge is actually used to indicate the amount funded. However, it's more helpful to see how much has actually been received towards that pledge. While it's possible to not apply the pledge amount to the proposal/opportunity, this is a bit tricky and takes a bunch of different steps as it has to be done form the database view proposal record, not the gift record.

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  • Karen Diener commented
    03 Jul 20:29

    Making work more seamless was, I believe, the intent of webview. This really should have been prioritized functionality, especially considering that webview was designed with fundraisers in mind.

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  • patrick kelleher-calnan commented
    03 Jul 19:49

    Just noting that this feature already exists in DB view but has not made it over (4 years after this original suggestion). https://community.blackbaud.com/forums/viewtopic/143/73234

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  • Tammy Sirek commented
    09 May 15:39

    this would be extremely helpful as those that are viewing things in webview there isn't a summary of the linked gifts like there is in database view. if that amount funded could just be pulled as a sum of the linked gifts that would be great! or atleast show a sum of the linked gifts.

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