Analyze Dashboard to include gift type of Stock/property after sold in revenue totals
When we receive gifts of stock they are immediately sold. We enter the stock with gift type stock/property and then enter the sell stock/property. In comparing the analyze dashboard with giving reports in RE Database I noticed a difference that equaled the value of our gifts of stock. If the stock is entered and no "sold" information is entered, the value of the stock is included. However, once sold, neither the value of the stock or the value of the sold stock appears in the totals. I recommend that the options for "received revenue" and "committed revenue" include the choir of stock/property sold, or still pull in the original stock/property value after being sold.
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Starlet Lemon
- Nov 11 2016
- Shipped
Related ideas
our analyze feature is still not including the figures for Stock/Property (Sold). In particular, in December 2016 we received over $5,000,000 in stock gifts. These gifts are not included in our totals on the Analyze feature.
Hey everyone! Just commented on a thread around this in the community but wanted to close the loop here. Sold stock/property gifts are now being included with either "received revenue" or "committed revenue" if and when the "Stock/Property" gift type is included in the totals.
Closing this idea as Shipped!
If NXT is truly excluding what is usually largest size gifts for sold stock gifts, I think this should be filed as a bug to be fixed, not an idea. Looking forward to the day this truly appies to us, -graham
The exclusion of Stock/Property gifts once sold from revenue reports has caused a rift with our Advancement Staff. They don't want to use the reports available in NXT because "they aren't accurate" - which is leading them to not use NXT.