Received vs Committed

Jesse Calagna

We came into an issue with numbers not being 100%. Am I wrong to think that in the Committed revenue in Settings - Giving Analysis (in NXT) should include Stock. We currently have the following configuration;

Received Revenue (Pledge payment - money, Matching payment - money, Stock, Sold stock, Pledge payment - stock, Matching payment - stock, Pledge payment - sold stock, Pledge payment - gift-in-kind, Matching payment - gift-in-kind, Other, Pledge Payment - other, Matching payment - other, Recurring gift payment, Planed gift) & Exclude zero amount gifts

Committed Revenue (One-time gift & Matching gift pledge, Pledge) & Exclude zero amount gifts and Deduct write-offs)

Please let me know if you have any suggestions!

Spring Velazquez

@Jesse Calagna are your totals in NXT higher? You may want to check your stock /stock sold on your pledge payments. I had an issue that years ago that it was double counting basically. So we removed the sold stock and just used the stock I think and that matched up to RE 7. I'm not on my computer right now but you may want to try that just to see what happens

Alex Wong

@Jesse Calagna
depending on where you are seeing “revenue” number on NXT webview, there is a delay.

Jesse Calagna

@Alex Wong I was more asking if our gift types were correct or needed adjusting - but thank you!

Alex Wong

@Jesse Calagna
Correctness of received vs committed is org-based, that's why Blackbaud allows the org to decide this.

for example, we count these as committed revenue

some of the gift types are also “Received revenue” (i.e. One-time gift, Stock, etc). This all depends on how your org wants report to show.

Jesse Calagna

@Alex Wong Not 100 in my opinion but thank you very much