Bring over DBV Expected Gifts Summary Panel as an NXT custom home page layout option

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.

  • Kevyn Barnes
  • Oct 25 2025
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  • Kevyn Barnes commented
    October 25, 2025 21:16

    And with appeals, by fiscal year

  • Kevyn Barnes commented
    October 25, 2025 21:16

    A couple of screenshots showing example table headers and the Edit screen for the panel.