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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Salesforce native reporting struggles with recurring gift pledge balance calculations for fund-specific allocations because it cannot dynamically calculate proportional amounts across related objects.
You’ll learn how to create comprehensive custom reports that track recurring gift balances by fund allocation using advanced data manipulation capabilities that go beyond Salesforce limitations.
Build recurring gift fund reports using Coefficient
Coefficient excels at creating these custom reports through its ability to import multi-object data and perform complex calculations that Salesforce simply can’t handle natively.
How to make it work
Step 1. Import multi-object recurring gift data.
Use Coefficient’s “From Objects & Fields” feature to pull from Recurring Donation objects, related Opportunity records, and Fund Allocation objects simultaneously. Include fields like Next Payment Amount, Remaining Installments, Fund Allocation Percentage, and Fund Name.
Step 2. Create dynamic balance calculations.
Build formulas to calculate fund-specific recurring balances using =Next_Payment * Remaining_Installments * Allocation_Percentage. Use Coefficient’s Formula Auto Fill Down feature to apply calculations to new records automatically and build aging analysis showing fund-specific recurring pledge pipelines.
Step 3. Set up automated reporting schedules.
Configure hourly or daily refresh schedules to keep recurring gift balances current. Use dynamic filters pointing to cell values for flexible fund selection and create separate tabs for different fund categories using Coefficient’s Snapshots feature.
Step 4. Enable advanced monitoring features.
Use the Append New Data functionality to preserve historical recurring gift balance trends. Set up Slack or email alerts to notify when recurring gift balances change for specific funds, and use export capabilities to push calculated fund balances back to custom Salesforce fields.
Track recurring gifts by fund with precision
This approach provides accurate, automated recurring gift pledge balance reporting by fund that standard Salesforce reporting cannot achieve. Get started with comprehensive fund allocation tracking today.
