How to create graph based on expected payment dates on mutli-year pledges in Analytics

Hello!

I'm wondering if there's a way I can get Analytics to create a lovely chart/graph of when we should expect payments and the amount of the payment for pledges that span multiple years. I can see the values for Current Amount and Future Amount, but that's not descriptive enough.

Hoping someone else has found the magic answer. Thanks!

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  • Hi Elizabeth!

    This "might" be helpful, at least as a start:

    In this widget, I added Calendar Month Sort from Contribution Date to my "Rows" (thinking that pledge payments might line up with the initiation month, though that's not guaranteed), then Contribution Current and Future Amounts as my "Values," and Campaign Start Date Fiscal Year to my "Columns" to achieve what you see above.

    Again, it's not 100% perfect because I'm not directly grabbing the pledge payment dates (and I'm not sure it's possible to do so), but it can at least start with ballparking some numbers.

    Thank you,

    Brian

Reply
  • Hi Elizabeth!

    This "might" be helpful, at least as a start:

    In this widget, I added Calendar Month Sort from Contribution Date to my "Rows" (thinking that pledge payments might line up with the initiation month, though that's not guaranteed), then Contribution Current and Future Amounts as my "Values," and Campaign Start Date Fiscal Year to my "Columns" to achieve what you see above.

    Again, it's not 100% perfect because I'm not directly grabbing the pledge payment dates (and I'm not sure it's possible to do so), but it can at least start with ballparking some numbers.

    Thank you,

    Brian

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