Revenue Basics

Revenue is the blanket term for all financial records in CauseVox. It covers two peer concepts: Revenue (money already received — donations, installments, ticket payments) and Expected Revenue (anticipated funds not yet received — pledges, grants, outstanding commitments). Payment details, fund allocations, credits, and solicitor assignments live here — this is the view your finance team will live in.

The Fundraising Side and the Finance Side

Every transaction in CauseVox has two perspectives. The fundraising side captures donor context — who gave, which campaign, what appears on receipts. The finance side captures financial context — payment method, revenue splits, credits, and solicitor assignments. Both are created at the same moment and stay linked.

Neither is a superset of the other. They are two lenses on the same underlying data.

No export step needed

In traditional tooling you'd export transactions from your fundraising platform and import them into your CRM or accounting system. In CauseVox, both views exist from the moment a transaction occurs. There is nothing to sync.

Key Features

Revenue — Received money: donations, installments, ticket payments, and any other completed transaction. Each record captures the amount, payment method, processing status, and reference information.

Expected Revenue — Anticipated funds not yet received: pledges, grants, and outstanding commitments. Track what's been promised, what's been fulfilled, and what's still outstanding.

Both revenue and expected revenue records carry the same set of tools:

• Revenue Splits — Fund allocations that determine how a record's amount is distributed across your funds. Each split has a fund and an amount, and the total must equal the record amount. Your accountant uses these as input when posting to your books.
• Credits — When revenue should be recognized across multiple contacts — such as corporate matching, household gifts, or tribute donations — credits track who gets hard or soft credit and for how much.
• Solicitors — Track which staff member or volunteer solicited each gift. Useful for performance reporting and relationship management.

Fund Designations vs Revenue Splits

Fund designations live on resources (donation forms, campaign sites, ticket forms) and represent the donor's stated intent — "I want this gift to go to Fund X." They can be public-facing, allowing donors to choose a designation when giving. Revenue splits live on revenue records and are the actual fund allocations — "$50 to Fund X, $30 to Fund Y." They're related but can differ. For example, an organization might split a single fund-designated gift across multiple internal funds.

Revenue Insights

The Revenue Insights dashboard gives you visual analytics on giving patterns, donor retention, revenue trends over time, and year-over-year comparisons — all without building a report from scratch.

Learn More

Working with revenue records:Revenue Overview · Revenues · Expected Revenue

Allocations and credit:Revenue Splits · Credits · Solicitors

Configuration and analytics:Funds Settings · Insights Dashboards