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. 

Accessing your Pledge Revenue Dashboard

1. Log into your Marketing Forms Account

2. Click on the REPORTS tab and select PLEDGE REVENUE SUMMARY DASHBOARD

When the page initially loads, it will pull in all donations received during the current hour. You may use the filters at the top of the dashboard to refine the search to a specific date & time range.

3. Select Your Filters.

Use the Year, Month, Day, and Hour fields to select your desired time-frame, and click on SEARCH BY DATE to run the report.

If you’re in an active pledge drive, this screen will not automatically update. You will need to reload the page to see totals increase for pledges coming in minute to minute.

Reading the Pledge Revenue Dashboard

The Pledge Revenue Dashboard displays revenue during the selected time-frame, 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.

Related: Filtering Pledge Totals to Only See New Pledges

Read more on the reports and dashboards available in your Marketing Forms account.





 

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