Use pledge balance information to stop double counting pledges and pledge payment in Dashboard Reporting

The current setup under committed revenue vs. received revenue IS NOT SUFFICIENT FOR DEVELOPMENT TEAMS. What is the point of making dashboards for our higher-ups to see information "at a glance" if the information is not accurate?

My organization, like many, enters pledges. Then when the payment arrives it is applied to that donors pledge. But when Dashboards count both the pledge and the pledge payment as separate gifts, or both as revenue, it becomes useless for our purposes. Because Revenue (committed or received) only computes based on pledge amount and not balance, we are not able to give accurate numbers through Dashboards and our higher-ups run the risk of giving inaccurate information if they trust Raiser's Edge reporting. It makes no sense why this has not been addressed and fixed, because clearly this has been an issue for a long, long time.

  • Madeline Sertner
  • Jul 20 2023
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