Pledge Dashboard
The Pledge Dashboard (/finance/pledge/dashboard) shows pledge and payment progress by fund and by family for a fiscal year.
Note: Finance permissions are required to access this page. See Users for details.
Getting there
Go to Finance → Pledge Dashboard. The same page opens from Finance → Deposit Reports, on the Pledge Reports card, via Pledge Summary. There is no Finance → Pledges menu item.
Fiscal-Year Selector
At the top of the page, a Fiscal Year drop-down lists All Time and every year that has pledge data. Changing the selection reloads the page and updates the tables and cards.
The current fiscal year is highlighted underneath the selector for quick reference.
Overview Stat Cards
Two totals sit beside one card per fund:
| Card | Description |
|---|---|
| Total Pledges | Sum of pledged amounts for the selected year |
| Payments | Sum of payments, labeled as a percent of pledges |
| One card per fund | Amount paid, the pledged total, family count, and a progress bar |
Fund Summary Table
The Fund Summary table breaks down pledge and payment data by donation fund.
| Column | Description |
|---|---|
| Fund | Donation fund name — click to open the Fund Contributor drill-down for that fund |
| Pledges | Total pledged amount for this fund |
| Payments | Total payments received for this fund |
| # Pledges | Count of pledge records |
| # Payments | Count of payment records |
| Overpaid | Amount paid above the pledged total |
| Underpaid | Amount still outstanding |
A Total footer row summarises all visible rows and updates dynamically when the table is filtered.
Drill down into contributors
Click any fund name in the Fund column to open the Fund Contributor Detail page for that fund. This drill-down view shows per-family pledge and payment data, payment-status colour coding, and a link to each family's individual pledge or payment record.
Sorting and searching
Click any column header to sort. Use the search box (top-right of the table) to filter by fund name or any column value. The footer totals recalculate to match the filtered rows.
Exporting
The table toolbar exports CSV and Print. There is no Copy, Excel, or PDF button on these tables.
Family Pledges Table
The Family Pledges table lists every pledge for the selected fiscal year, one row per family-fund combination.
| Column | Description |
|---|---|
| Family Name | Linked to the family record |
| Fund Name | Donation fund associated with the pledge |
| Pledge Amount | The amount the family committed to give |
| Payments | Total payments made against this pledge |
| Remaining | Pledge amount minus payments, colour-coded by completion percentage |
Status is the percent of the pledge that has been paid:
- complete — 100% or more
- on-track — 75% or more, and under 100%
- behind — 50% or more, and under 75%
- critical — under 50%
A row with payments and no pledge amount is treated as complete.
Sorting and searching
Click any column header to sort. The search box filters across all columns (family name, fund name, amounts).
Exporting
The Family Pledges table also exports CSV and Print.
Adding a new pledge
Click Add New Pledge (top-right). It opens /finance/pledge/new?type=Pledge with no fiscal-year id, even if a year is selected on the dashboard. See Finances for the editor.
Fund Contributor Drill-Down
The Fund Contributor page (/finance/fund/{fundId}/contributors) shows every family that has pledged or paid to a specific donation fund within a chosen fiscal year.
Getting there
Click a fund name in the Fund Summary table on the Pledge Dashboard. The drill-down opens for that fund and the currently selected fiscal year. You can also reach it from the per-fund progress cards on the main Finance Dashboard.
Fiscal-Year Filter
A Fiscal Year drop-down appears at the top of the page alongside a note identifying the current fiscal year. Changing the selection reloads the page immediately and updates all stats and the contributor table to reflect the chosen year.
Stats Cards
Four summary cards present totals across all contributors for the selected fund and fiscal year:
| Card | Description |
|---|---|
| Total Pledged | Sum of all pledge commitments for this fund |
| Total Paid | Total payments received; shown as a percentage of pledges (displays "Payments only" when there are no pledge records) |
| Remaining | Total outstanding balance (Total Pledged − Total Paid) |
| Contributors | Count of families who have pledged or paid to this fund |
Contributor Table
The contributor listing shows one row per family.
| Column | Description |
|---|---|
| Family Name | Links to the family record |
| Envelope | Donation envelope number (only shown when envelope numbering is enabled in system settings) |
| Pledged Amount | Amount the family committed for this fund; shown as "—" when no pledge record exists |
| Payments | Total payments received from this family for this fund |
| Remaining | Outstanding balance (Pledged − Paid); colour-coded by payment status (see below) |
| % Paid | Percentage of the pledge that has been collected |
| Actions | Per-row action menu (see Pledge / Payment Detail) |
See Donation Envelopes for configuration, assignment, and matching rules.
Remaining / % Paid colour coding:
| Colour | Status | Meaning |
|---|---|---|
| 🟢 Green (bold) | complete, or payment-only | 100% or more of the pledge, or payments with no pledge |
| 🔵 Blue | on-track | At least 75% and under 100% |
| 🟡 Yellow | behind | At least 50% and under 75% |
| 🔴 Red | critical | Under 50% |
The table is sorted by Family Name by default and displays 25 rows per page. Click any column header to re-sort, or use the search box to filter by family name or amount.
Note: If no pledge or payment data exists for the selected fund and fiscal year, the table is replaced by an informational alert: "No contributors found for this fund in the selected fiscal year".
Pledge / Payment Detail
Each row's Actions menu contains:
- View Pledge — opens the pledge detail page for that family-fund record.
- View Payment — shown instead for families whose contributions are payments only (no pledge record). Opens the payment detail page.
Controls
| Control | Description |
|---|---|
| ← Back to Pledge Dashboard | Returns to the Pledge Dashboard, preserving the currently selected fiscal year |
| Manage Funds | Opens the donation fund editor for any user who can use Finance |
Related pages
- Finances — entering pledges, payments, and deposits
- Fund Contributor Detail — per-family contributor breakdown for a specific fund
- Fundraiser — managing donation funds
- Reports & Queries — other financial reports
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