Revenue Summary

The Revenue Summary tab displays a cumulative summary of a constituent’s revenue. For an individual constituent associated with a household, it displays the total giving balance for the individual (left side of the tab) and for any household to which the constituent belongs (right side of tab). For a constituent household, it displays the total revenue for all household members.

You can filter the information that appears on this tab.

You can filter the information by criteria such as date and whether to view the information based on calendar year or fiscal year. You can also select a revenue filter to determine the types of revenue transactions and applications to include in amounts.

The Sites filter option allows you to view summary information associated with a specific site. You can also filter by campaigns.
For individual constituents who are household members, any selections in the filters apply to both the Individual summary and Household summary grids. The revenue data appears based on the individual and the household. For example, underIndividual summary, the total of all revenue for the individual appear; under Household summary, the total of all revenue for all members of the household appears.

Note: From the Reporting filters configuration task in Revenue, you can configure revenue filters. For example, you can create one filter to include all types of revenue transactions and applications and another to include only payments toward donations, pledges, and recurring gifts.

Screen Item	Description
Total revenue	This field appears for households and individuals who are not household members. This field displays the total amount of all payments received from the constituent and the balance of any existing commitments. For example, the total includes payments toward pledge installments and the pledge balance, minus write-offs. Payments toward recurring gifts are included, but not recurring gifts themselves. The balance of any overdue, unpaid recurring gift installments is included. The total includes planned gifts are included if added as revenue; the calculation includes planned gift payments, as well as the balance of the planned gift. Other types of revenue considered as commitments, such as event registrations and matching gift claims, work the same way. Payments toward the commitments are included, as well as any remaining balance for the commitments.
Total	This field appears for individual constituents who are household members. Under Individual summary, this field displays the total revenue received from the individual. Under Household summary, this field displays the total revenue received from the household to which the individual belongs.
Total revenue by members	For a constituent household, this field displays the total amount of all payments received from members of the household and the balance of any existing commitments.
Total number	This field displays the count of all transactions included in the Total revenue or Total field.
Total years with revenue	This field displays the total number of years with at least one transaction per year included in the Total revenue or Total field.
Consecutive years with revenue	This field displays the earliest year with a transaction included in the Total revenue or Total field, after which each consecutive year also includes at least one transaction included in the Total revenue or Total field. If there are no consecutive years with transaction included, “N/A” appears.
First	This is the earliest amount based on the transactions included in the Total revenue or Total field.
Last	This is the latest amount based on the transactions included in the Total revenue or Total field.
Revenue by year	If data for multiple years of giving exists, this section displays each year with revenue from the constituent appears, along with the total revenue, total revenue by household, and total number of transactions included for the year.

For more information about revenue, revenue types, revenue filters, and recognition credits, see the Revenue section of the help file.