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The Campaign Project Primary Relationship Type Summary viewport displays dollar and donor performance by Primary Relationship Type for the selected campaign projects. All metrics are within the context of the selected school/unit giving designations, primary relationship types, and measurementmeasurement and date range.

Key Definitions:

  • Cash: Includes gift and pledge payment transactions. This reflects actual dollars received by the campaign project, and donors who paid their gifts to the campaign project.
  • Commitment: Includes gift and pledge transactions. This reflects dollars generated/committed to the campaign project, and donors who made any commitment to the campaign project, whether or not they have paid it.
  • Pledge: Includes only pledge transactions.
  • Primary Relationship Type: The Primary Relationship Type associated with an entity. Some entities may have multiple relationship types (e.g. “Parent” and “Alumna”), but your institution chooses one Primary Relationship Type. Donations that could not be matched to an entity record or where the entity record does not have a relationship type are listed as “No Relationship Type”.
  • Total Dollars: The total legal amount of the 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.
  • Total Donors: The number of unique entities with a donor qualifying transaction (donor indicator is set to true on the transaction). 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.