Pledges Dashboard
Campaign progress, gifts received over time, fulfillment status, and average pledge by age.
Before you begin
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To view the Pledges dashboard, you must have either the Manage Funds, Campaigns, Online Giving, and In Memory / In Honor or the Enter Pledges permission set to Allow. To view pledge details, you must have the View Individual Contributions permission set to Allow. See Responsibilities for more information.
In the top-left corner, click your site name then Realm. Then click . On the Pledges tab, you can see how a campaign is progressing and view pledge trends over time.
Use the filter icon at the top to display specific campaigns on the dashboard. Click an item in a graph to view more details. You can customize the fulfillment status to define the percentages for each category. And you can customize the age ranges to define the ages for each range.
Pledges Dashboard Graph Descriptions
How to read each graph on the Pledges Dashboard.
You can review the data for one campaign at a time. Click the filter icon at the top to select your campaign.
- Campaign Progress
- Displays the overall goal of the selected campaign and how close you are to pledge fulfillment toward that goal. Includes the total number of pledges in the campaign as well as the amounts of money pledged and received.
- Gifts Received over Time
- The line graph displays a comparison of the number of pledged and non-pledged gifts you receive each year toward the selected campaign. Use the date range drop-down list to show different time periods on the graph, including this quarter, this month, this week, and so on.
- Fulfillment Status
- Click Customize to define how much a contributor must fulfill to reach a milestone. Click a bar in the graph to show a list of people who have met a milestone or haven't given toward a pledge at all.
- Average Pledge by Age
- Click Customize to organize pledge commitments by age group. Click a bar in the graph for a breakdown of which contributors have pledged within a specific group.
Pledges Dashboard Filter Descriptions
On the Dashboard
- Campaign
- Select one campaign to see all of its pledge gifts.
After You Click a Data Point
- Age Range
- In the drop-down list, select the demographic of contributors you want to see. Contributors whose profiles don't contain a birth date only display if you select All.
- Include
- Select which contributors you want to include. You must select at least one of them.
- Pledge Progress
- All options are selected by default. If you want to narrow the list, clear the progress options you don't want to see. For example, if you want to see a list of contributors who haven't started fulfilling their pledges yet, clear all options except No Progress.
- Pledge Source
- Filter by the source from which gifts were received and applied to pledges.
- Staff – An administrator entered a pledge on behalf of a contributor.
- Online – A contributor entered a pledge using a web browser.
- Mobile – A contributor entered a pledge using a mobile device.
- Embed – A contributor entered a pledge using their church's website.
- Date Range
- If you want to break down giving toward a campaign by specific periods, select a date range. For example, while a campaign that lasts all year has dates set already, you may want to review and print gifts received toward that pledge per quarter.