Snapshot
About the Giving Breakdown tab
If no giving records exist for the prospect, a status bar will indicate that no information is available for display on this tab.
If giving dollars for a specific fund or appeal are less than five percent of the overall amount given by the prospect, it will be shown as a pie slice labeled Other, and could represent multiple funds or appeals for giving of this nature.
In the event of top giving dollar amounts being equivalent to each other, the list will display rows ascending alphabetically by fund or appeal name.
A View More link ends each list, providing quick access to detailed giving records, which itemize individual giving transactions by line.
Data for this tab is generated from the data warehouse; it is up to date as of the tab’s time stamp. If the prospect record itself has not been updated in the data warehouse, an error message will display indicating as such. |
(Click image to enlarge) |
Glossary terms:appeal, fund, prospect, prospect summary,Go to glossary ... |
Related articles:Prospect Management: Prospect Summary Records |
Privileges to access features or to personalize configurable ones can vary by user, as well as by role, and are determined by your organization. If you have questions about your privilege settings, contact your administrator.