The Portfolio Commitments by Designation Purpose viewport shows the commitment dollars raised and number of prospects donating in an officer's portfolio for each designation purpose.
You can change this viewport to include Primary relationship assignments, Non-Primary (i.e. any other assignment type), or All assignment types by choosing the appropriate selection at the top of the viewport. You can also change the report period to show donations from previous periods or calendar year periods. The dollars reported are based on commitments (i.e. pledges and gifts, but not payments on pledges).
Click on the links on the donor numbers to pull up that list of donors.
Key Definitions Related to this Viewport:
- Designation Purpose: The particular purpose the donation was allocated to within your institution.
- Commitments: Legal amount (hard credit) of gifts and pledges made in the given time period for the given designation purpose.
- Donors: The number of unique prospects credited with a commitment in the given time period for the given designation purpose. This includes donors with both hard and soft credit.
- Total Donors: The number of unique prospects credited with a commitment in the given time period for any purpose. Some prospects could give for multiple purposes, but this represents the number of unique prospects overall so it will not necessarily equal the sum of the donors for each purpose.