NPR

Marketing Forms: Pledge Revenue Dashboard

The Pledge Revenue Dashboard allows you to review the total dollar amount for donations submitted during a given timeframe.  Go to REPORTS >> PLEDGE REVENUE SUMMARY DASHBOARD to load the report.

Features

1. Filter options at the top of the dashboard allow you to search for your date-range by date & hour.  Select your options, then hit GO to run the report.

2. The Pledge Revenue Dashboard will load, displaying revenue broken down by form and payment type:

Field Key:


Form Title - Name of the form pledges were submitted through during the selected time frame.  You can click on the title to view the form.

Internal Form Name - The internal name for the form.

Lump Sum Orders - The number of one-time gifts submitted through the form during the selected time frame.

Lump Sum Revenue Total - The total sum of one-time donations received during the selected time frame.

Sustainer Orders - The number of sustainer orders processed through the form during the selected time frame.

Current Sustainer Revenue - Sum of dollars received for sustaining pledges during the time frame selected. For new pledges coming in, the sum only contains the first payment on a sustaining pledge and is meant to reflect revenue actually received.

Forecast (12m) Sustainer Revenue - A projection of the total for any sustaining pledge after 12 months of payments. 

For example, if a $10 per month sustaining pledge were received in the report time frame, it would be reflected as $120 in the Forecast (12m) Sustainer Revenue Field.

Total Order/Form - The total number of pledges that came in on the form in the given time frame.  For forms that can process both one-time and monthly gifts, this number will reflect both types of pledges.

Current Total Revenue/Form - The total revenue received through the form for the given time frame.  For forms that can process both one-time and monthly gifts, the number will reflect the total for one installment on monthly gifts and the total of one-time gifts.

For example, if a form received a $10 one-time gift, and a $5/month sustaining pledge during the given time frame, the Total Order for that form would be $15 to reflect the dollars actually received during the time frame selected.

Forecast (12m) Total Revenue/Form - The total revenue received through the form for the given time-frame, including a 12 month revenue projection for any sustaining gifts.

For example, if a form received at $10 one-time gift, and a $5/month sustaining pledge during the given time frame, the Forecast Total Revenue field would display $70 to reflect the projection of $60 in revenue after 12 months for the $5/month gift, combined with the one-time $10 donation.


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