The Expected Gifts Summary Panel in DBV has been so valuable to be able to quickly answer leadership questions on expected recurring gift and/or pledge revenue for the coming month(s) or fiscal years. It is so easy to quickly switch from week, month, or fiscal year projections and to switch from a Query of recurring gifts to a Query of specific types of pledges. I have been able to deliver confident projections within minutes, knowing exactly what is included in the projections due to being able to use a query. The ability to change between projection by appeal, by solicitor, by campaign, etc, is very helpful. Currently, there does not appear to be a comparable dashboard in NXT.
And with appeals, by fiscal year
A couple of screenshots showing example table headers and the Edit screen for the panel.