Finance plan
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      Cashflow Page

      The Cashflow page contains all of your campaign’s fundraising information.

       

      Cash Flow Analysis Table:

      • Projected:  Expected fundraising totals.
      • Actual: Contributions collected.
      • Difference: Projected minus Actual for each month

      Switch to a “Quarterly View” in the top right or select “View Weeks” or “View Days” under the specific month for more granularity. 

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      Raise to Date Calculator:

      Showcases the Expected Raise (combining past actuals and future projections) for specific periods. The default is the entire cycle, but you can refine this by clicking “Narrow Date Range.”


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      The Tag Analysis:

      This table displays each of your tags and a summary of contributions for each tag.

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      Source Analysis:

      The Source Analysis table displays various metrics for each source in your Finance Plan:

      • Cashflow Projections: Total fundraising projections from the start of your campaign to the end of your campaign.
      • Actual: Total contributions or what you have raised so far.
      • Difference: Cashflow Projections minus Actuals
      • Goal : Aspirational number you hope to raise. Note: this number is not used in any calculations.

      Select a source from the top-left dropdown, and view the corresponding char to the right detailing the information above.

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      To the right, you will see a chart showing your data for the selected Source. You can analyze Goal, Projections, and Actuals on this chart.

       

      Source Breakdown:

      Presents a doughnut chart depicting the sources from  your Finance Plan. Choose between displaying Projections or Actuals, and hover over the chart for detailed sums.

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      Percentage Breakdown:

      • Contributions: Total contributions raised by source up to yesterday.
      • % of Contributions: Total contributions raised by source as of yesterday divided by total contributions raised overall.
      • Projected Raised: A source's total contributions raised as of yesterday plus a source's total cashflow projections from today forward.
      • % of Total Projected: A source's total Projected Raised number, divided by the total Projected Raise overall.
      • Difference: The Projected Raise minus Contributions.

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