Report on Pledge Installments not Pledge Total
I'm excited to see that the Analyze reporting will soon include all committed revenue (both pledged and in hand). However, our organization (and I'm guessing other organizations?) need a report that looks at committed revenues by fiscal year (not just by campaign, fund, appeal, etc.) for forecasting purposes. I need a report that gives me in hand revenue plus pledged revenue to be received just that year (by installment date). Just pulling in pledges made in a FY will actually skew the numbers in the wrong direction for us. So, say John Doe makes a $3 million pledge over 3 years, I only want the $1 million installment for this year to be included.
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- Sep 7 2016
- Planned
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Related ideas
Please also include ability to view the due instalments in Gift List.
Absolutely agree with Matthew Nareff
Yes, please. The ability to only include pledge balance in a single tile in the dashboard builder would be awesome!
Same!
This actually also needs to be done for payments as well, not just installments due. Because NXT analysis only looks at pledges and not pledge payments to not double count donations (which is a good thing) if someone made a multi-year pledge and 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.
What he/she said! Exactly