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Fundraising Figures Reference

fundraising figures ‧ fundraising kpi tiles ‧ outstanding pledges ‧ donor count ‧ gifts last 12 months ‧ recurring gifts by status ‧ giving by month ‧ campaign giving by month ‧ fundraising overview tiles

On This Page
  • Donor Counts
  • Campaign Counts by Active Flag
  • Gifts After a Date
  • Gifts for a Campaign
  • Pledges for a Campaign
  • Outstanding Pledges
  • Recurring Gifts by Status
  • Giving by Month
  • Campaign Giving by Month and Appeal
  • Related

Fundraising overview and campaign pages show figures in tiles and chart columns that count or total your records. Use this reference to confirm what each figure measures, including which records it includes and excludes, before you rely on a number in a board conversation.

Tip

Each figure comes from a reporting copy of your Fundraising records, not from a live read each time you open the page. Rhythm keeps a calculated figure for up to one day and reuses it during that time, so a new gift or pledge can take up to a day to appear.

Donor Counts ​

What it counts Parameters 
Every donor record in your Rhythm account None 
Donors of one type, individual or organization Donor type 

A donor counts even if they have never given, so a donor record with no gifts still appears in this total. The all-donors figure and the by-type figure both use the display name Donor Count, so if you see it twice in a picker, check which version you are choosing.

Campaign Counts by Active Flag ​

What it counts Parameters 
Campaigns marked active Active flag 
Campaigns marked inactive Active flag 

This figure uses each campaign’s active flag, not a separate status field. If a drill-down from one of these tiles opens a different set of campaigns than you expected, check the campaign’s active flag instead of looking for another status.

Gifts After a Date ​

What it counts and totals Parameters 
Gifts dated after a given date, across all funds Start date 
Gifts dated after a given date, for one fund Start date, fund 

The comparison is strictly after the start date, so a gift dated exactly on that date is excluded. On the Fundraising overview, the last-12-months tiles use a start date of twelve months before today, recalculated each time the page loads. A refunded gift still counts in the total because this figure adds what was given, not what remains after refunds.

Gifts for a Campaign ​

What it counts and totals Parameters 
Gifts attributed to one campaign Campaign 

This figure powers a campaign’s giving totals on its own page. It also powers the amount-raised progress on a public donation form for a campaign when the giving process is set to show campaign progress. A gift counts toward a campaign only through the gift’s own campaign field; a split portion credited to a different fund on the same gift does not create a separate row here.

Pledges for a Campaign ​

What it counts and totals Parameters 
Pledges attributed to one campaign Campaign 

A cancelled pledge still counts in this figure. If you need only open pledges, use Outstanding Pledges or search pledges by status directly.

Outstanding Pledges ​

What it counts and totals Parameters 
Open pledges, across all funds None 
The pledged amount of open pledges, across all funds None 
The pledged amount of open pledges, for one fund Fund 

Outstanding Pledges Totals What Was Promised, Not What Is Still Owed

This figure adds each open pledge’s full pledged amount, not its remaining balance. A pledge for 1,000 with 900 already paid still contributes the full 1,000 to Outstanding Pledges. A pledge in any status other than open, including paid, cancelled, or paused, is excluded entirely, so a paused pledge that still has money owed does not appear here.

Recurring Gifts by Status ​

What it counts and totals Parameters 
Recurring gifts in a given status Status 
The per-installment amount of recurring gifts in a given status Status 

The amount is each recurring gift’s per-installment amount, not an annualized total. That means a $100 monthly recurring gift and a $100 quarterly recurring gift contribute the same amount to this figure, even though one gives four times as often. For the statuses a recurring gift can have, see Recurring Gift Fields, Statuses, and Frequencies.

Giving by Month ​

What it breaks down Parameters 
Giving by month since a given date, across all funds Start date 
Giving by month since a given date, for one fund Start date, fund 

This figure powers the giving chart on the Fundraising overview. A month with no gifts does not produce a row, so the chart fills the visible gap instead of showing a zero row from this figure directly.

Campaign Giving by Month and Appeal ​

What it breaks down Parameters 
One campaign's giving, by month and by appeal Campaign 

This figure has no start-date parameter, so it always returns every month since the campaign’s first gift. A gift with no appeal appears under No appeal instead of being excluded. This figure powers a campaign’s progress chart, where selecting a bar opens the underlying gifts for that campaign and appeal.

Related ​

  • Pledge Fields, Statuses, and Save Rules
  • Recurring Gift Fields, Statuses, and Frequencies

Continue in This Subject

Next Fundraising Permissions Reference

Related Articles

  • View the Fundraising Overview and Giving Chart

    Read the headline figures and twelve-month giving chart on the Fundraising overview, filter by fund, refresh the numbers, and open the records behind a figure or chart column.

  • Review a Campaign's Progress

    Check a campaign's gift and pledge totals against its goal, see its giving broken down by month and appeal, and open the gifts behind a chart column as a query.

  • Pledge Fields, Statuses, and Save Rules

    How Rhythm recalculates a pledge's amount outstanding on every save, which four statuses a pledge can have, and how pledge numbers are assigned.

  • Recurring Gift Fields, Statuses, and Frequencies

    What each recurring gift status and frequency means, what the recurring gift page's header figures show, and what is on its Financials and Linked Gifts tabs.

  • Query Limits and Execution RulesPlatform

    The fixed limits every query obeys, such as 255 columns and no counting, how long answers and download links last, and how queries are kept to your own organization's records.

On This Page

  • Donor Counts
  • Campaign Counts by Active Flag
  • Gifts After a Date
  • Gifts for a Campaign
  • Pledges for a Campaign
  • Outstanding Pledges
  • Recurring Gifts by Status
  • Giving by Month
  • Campaign Giving by Month and Appeal
  • Related
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