The Portfolio Commitments by Designation Purpose Viewport shows the 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).
You can also click the links on the donor numbers to pull up a list of donors.
Click on the Viewport below for a closer look!
Key Definitions Related to this Viewport:
- Designation Purpose:
- Commitments: Gifts and pledges made during the time period, but not including payments made on pledges from previous time periods.