Prospect Insights needs to have complete information in Giving behavior section! Or have filter options available for the giving to include/exclude in set up.

I have a major donor showing up in Undergiving Prospects with an active $4M pledge dated last year, a hard-credit payment of that pledge this year, a few soft-credited payments to that pledge this year, and another one-time gift this year, but on the Giving & Wealth tab, in the Giving Behavior section, only his hard-credit one-time gift is counted in the Cumulative total by year. The hard-credited pledge payment shows up as his Largest one-time gift and in the Lifetime giving but isn't included in the Cumulative total by year. The pledge isn't reflected anywhere and doesn't seem to be considered in Prospect Insights at all.

I'm in Canada, so I don't expect the asset estimation to be correct, but I need the Gift information that we've added in the donor record to be reflected so that we don't have to doubt if giving information is correct when we review Prospect Insights. This causes extra work having to dig into each record to review what their actual Giving behavior is and whether there is any action needed for a donor.

Incomplete data impedes the adoption of these tools for the Development team, if the data there does not reflect actual giving. In order for them to trust the tools, they can't have their most generous donor showing up as Undergiving.