When building dashboards in Database View this ability exists to view Expected Gifts by the date they will be paid allowing accounting and dev staff to both plan ahead for cash flow and impact pipeline management decisions. As Database View is being phased out we need a solution to be available for mare accurate cash planning in Web View.
CUrrently I can create an Insight for PLedges ut it can only be filtered by Gift Date and in the case of multi year grants it does not separate out each Installment of a pledge and only counts the bulk amount of the gift on the Gift Date or when the initial Pledge was made. This creates a few barriers to accuracy, making it appear like funds may be late an/orover inflating expected funds for a given period of time.