Received vs Committed

Jesse Calagna
Jesse Calagna
Seventh Anniversary Kudos 1 Name Dropper Facilitator 1
in Blackbaud Raiser's Edge NXT®: General Discussions

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!

Comments

  • Spring Velazquez
    Spring Velazquez
    Tenth Anniversary Kudos 5 Blackbaud Certified PowerUp Challenge: Data Health #3

    @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
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

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

  • Jesse Calagna
    Jesse Calagna
    Seventh Anniversary Kudos 1 Name Dropper Facilitator 1

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

  • Alex Wong
    Alex Wong Community All-Star
    Tenth Anniversary Kudos 5 Facilitator 4 bbcon 2025 Attendee Badge

    @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

    f709fa7a73576f6036887986ab04f3e4-huge-im

    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
    Jesse Calagna
    Seventh Anniversary Kudos 1 Name Dropper Facilitator 1

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

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