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Setting and Managing Customer Donation Opportunity Forecasts

Fundraising opportunity forecasts ('Plan Amount', 'Ask Amount' and 'Expected Amount' and 'Projected Amount') can be set and tracked against a customer account.

They can be defined as a single item (e.g a goal for the year) or they can be easily distributed across shorter periods of time (e.g. monthly forecasts). Forecasts can be adjusted and do not need to be evenly distributed.

The 'Plan Amount', 'Ask Amount' and 'Expected Amount' and 'Projected Amount' can be pulled via BI. For more information, refer to Business Intelligence and Reports - Business Intelligence.

The following sections describe how to set and track fundraising opportunity forecasts: