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The Executive Summary tab in the Advancement layer comprehensively summarizes the overall performance uses viewport graphs and table to summarize the key performance indicators of fundraising at your college or university. It also bridges the gap for smaller advancement organizations that may have gift officers coincidentally working on Annual Giving and Major Giving efforts.

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• Cash: Includes gift and pledge payment transactions. This reflects actual dollars received during the period, and donors that paid during the period.
• Commitment: Includes gift and pledge transactions. This reflects dollars generated / , or committed, during the period , and donors who made some kind of commitment during the period, whether or not they paid during the period.
• Pledge: Includes only pledge transactions, for which cash may or may not have been received.

Viewport Preferences

Any changes made to Viewport preferences are saved and will appear that way the next time you return to the tab. For example, if you switched the measurement of a Viewport from Cash Dollars to Commitment Dollars, the Viewport would be set to Commitment Dollars the next time you return to the tab.

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To change which Viewports appear in your six viewport windows, click the icon in the upper right corner of labeled the "Edit Viewport". Then, from the window that pops up, chose the Viewport you would like to place in that position and click the Submit button at the bottom of the page.

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