The Cashflow page contains all of your campaign’s fundraising information.
The page is broken down into several sections, which vary based on whether or not you have the Finance Plan turned on or not:
The page is broken down into several sections, which vary based on whether or not you have the Finance Plan turned on or not:
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.
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.”
The Tag Analysis:
This table displays each of your tags and a summary of contributions for each tag.
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.
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.
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.
