Change the Goals in the Work Centre to report on commitments, not cash-in-hand

Currently, the Goals in the Work Centre reports only on cash-in-hand. Per the Knowledgebase, "Under Goals, you can view how much you raised toward up to five personal goal amounts for active campaigns, funds, and appeals. To focus on cash-in-hand giving, this total includes: One-time gifts, Gifts of stock/property, and Payments toward pledges, recurring gifts, planned gifts, and matching gifts.


However, fundraiser goals can also be committed gifts - including pledges donors make.


Can we change the Goals so that we can choose whether or not to view committed revenue vs. only received revenue?

  • Kat Carson
  • Feb 8 2021
Work Center
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  • Kim Trafton commented
    January 09, 2023 14:30

    This is an urgent update critical to our work flow. Our org counts gifts and pledges, not pledge payments or cash in the door, and hinders are ability to show progress to goals to VP's, the board, and the development team. It would be great if we could select more options in the database view on how to count different types of gifts.

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