The Monthly Giving Summary viewport displays dollar and donor performance by month over a five year period. All metrics are within the context of the selected school/unit giving designations, primary relationship types, measurement and time period.
Key Definitions:
- Cash: Includes gift and pledge payment transactions designated to annual giving. This reflects actual dollars received during the period and donors who paid during the period.
- Commitment: Includes gift and pledge transactions designated for annual giving. This reflects dollars generated/committed during the period, and donors who made any commitment during the period, whether or not they paid during the period.
- Pledge: Includes only pledge transactions designated for annual giving.
- Dollar Performance: The total legal amount of annual giving transactions. This includes only transactions designated to one of the selected school/unit giving designations, and from entities with one of the Primary Relationship Types selected.
- Donor Performance: The number of unique entities with a donor qualifying transaction (donor indicator is set to true on the transaction) to annual giving. This includes only transactions designated to one of the selected school/unit giving designations, and from entities with one of the Primary Relationship Types selected. Donors are counted only in the first month they donated during the year.