Pledge ledger · Advanced Find export · 127,683 posted pledges · pulled Aug 4, 2026
What each opportunity
actually raised
Every posted pledge from the 2023, 2024 and 2025 campaign years, rolled up to the opportunity (account × campaign) and to the owner who carries it. Pledged is what donors committed. Collected is what has landed. The gap between them is the whole story.
Raised by opportunity
One row per account × campaign — that is what an opportunity is in this export. Sort any column; the bar shows collected (solid) against the still-open balance (light).
| Opportunity | Pledged | Collected | Outstanding | Rate | Collected / open | Gifts | Donors | Avg gift |
|---|
Raised by account owner
Portfolio totals for the owner on each opportunity record. Bars are on a shared scale, so length is comparable across the team.
| Owner | Pledged | Collected | Outstanding | Rate | Opps | Accounts | Gifts | Avg gift | Largest account |
|---|
Everything else worth watching
Six views this export supports that were not on the original ask. The first four respond to the filters above; the last two always read across all three years, because that is where the comparison lives.
Year over year
Pledged by campaign year, with the collected share shaded in. Younger campaign years always look under-collected — payroll deduction remits for a full year after the pledge is signed.
Open balance by campaign year
Uncollected dollars, oldest first. Anything still open on a closed campaign year is a collections problem, not a timing one.
Where gifts come from
Payroll deduction versus direct gifts, by dollars pledged.
Campaign type mix
Gift size distribution
Every pledge record binned by amount. Toggle between how many gifts sit in each band and how many dollars they carry.
Intake seasonality
Dollars pledged by accounting month, one line per campaign year. This is the shape of your campaign calendar — the peaks tell you when solicitation actually lands.
Account movement · 2024 → 2025
Biggest dollar swings between the two most recent campaign years, ignoring the filters above.
Concentration risk
Share of pledged dollars held by the largest employer accounts, all three years combined.
Donor repeat rate
Data watchlist
Records that will quietly distort any total built on this export. Worth resolving in the CRM before this dashboard becomes a board slide.