Recurring Donations Detail Window - Statistics Tab

Recurring Donation Details

Parts of the Recurring Donation Detail Window - Statistics Tab

Annual Summaries/Projections

Contains a backward look at actual amounts and a forward look at projections over a 6 year period.
Actual 2021 This is the total recurring donations from TWO years ago based on this template. (the 2021 refers to the year and will change as time moves forward.
Actual 2022 This is the total recurring donations from ONE years ago based on this template. (the 2022 refers to the year and will change as time moves forward.
Estimate 2023 This is a combination of the actual recurring donations created this year plus an estimate of the future recurring donations not yet created. For example:
  • if it is march and only one monthly recurring donation has been created,
  • this attempts to predict that the future might only be 9 months worth of recurring donations.
(the 2023 will change as time moves forward).
Projected 2024 This is the projected total donations ONE year in the future based on this recurring donation template.
  • If the the template is inactive, the value will be zero.
  • If the recurring donation is slated to end in the year, that is taken into account as well.
  • If the recurring donation is not scheduled to start in the future, that is taken into account as well
(2024 will change as time moves forward).
Projected 2025 This is the projected total donations TWO years in the future based on this recurring donation template.
  • If the the template is inactive, the value will be zero.
  • If the recurring donation is slated to end in the year, that is taken into account as well.
  • If the recurring donation is not scheduled to start in the future, that is taken into account as well
(2025 will change as time moves forward).
Projected 2026 This is the projected total donations TWO years in the future based on this recurring donation template.
  • If the the template is inactive, the value will be zero.
  • If the recurring donation is slated to end in the year, that is taken into account as well.
  • If the recurring donation is not scheduled to start in the future, that is taken into account as well
(2026 will change as time moves forward).
Overal Actual Amounts

contains the summary of every donation that has been created because of this recurring donation template.

Total Amount Total amount of gifts created for the recurring donation.
Total Donations Number of gifts created for the recurring donation.
Matching Gifts Total amount of matching gifts created for the recurring Donation.
# Gifts Matched Number of matching gifts created for the recurring donation.
Source Information
Transaction Source The source location where the recurring donation was entered.
Shopping Cart The websales shopping cart number in which the patron confirmed their request to create this recurring donation.

This value is for reference only. The shopping cart number is automatically assigned upon confirmation of the websales order containing the request to create this recurring donation.

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Reference