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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 can’t accurately calculate split gift pledge balances by fund because it displays the total gift balance for each fund allocation rather than the proportional amount, causing significant double-counting issues.
Here’s how to solve this problem using advanced calculations that work outside Salesforce limitations to get accurate fund-specific pledge balance reporting.
Calculate accurate split gift balances using Coefficient
The core issue is that Salesforce stores the full pledge balance at the gift level while fund allocations only contain percentages. Coefficient solves this by importing your split gift data and performing the mathematical calculations that Salesforce reports simply can’t handle.
How to make it work
Step 1. Import your split gift data with custom SOQL queries.
Use Coefficient’s custom SOQL query feature to pull gift records alongside their allocation percentages. Import from both Gift/Donation objects and Fund Allocation objects simultaneously, including fields like Gift Amount, Pledge Balance, Fund ID, Allocation Percentage, and Gift Status.
Step 2. Calculate fund-specific balances with formulas.
Create formulas in your spreadsheet to multiply pledge balance by allocation percentage. For example, use =B2*C2 where B2 is pledge balance and C2 is allocation percentage. This eliminates double counting by showing actual fund-specific balance amounts instead of total gift amounts.
Step 3. Set up dynamic fund balance reports.
Use Coefficient’s filtering capabilities to create fund-specific views and set up automated refresh schedules to keep balances current. Create pivot tables for fund balance summaries that accurately reflect split allocations without any double counting.
Step 4. Automate updates and alerts.
Schedule regular data imports to capture payment updates automatically. Set up Slack or email alerts when fund-specific balances change significantly, and use the Formula Auto Fill Down feature to apply calculations to new records automatically.
Get accurate fund reporting that Salesforce can’t provide
This approach gives you precise fund-specific pledge balance reporting that’s impossible with standard Salesforce reports alone. Start building your accurate split gift reporting system today.
