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Expected Revenue
An Expected Revenue record is a commitment to give that has not yet been collected. Pledges are expected revenue records — when you create a pledge, you are creating an expected revenue row representing the commitment, plus a separate installment schedule that defines how the commitment will be fulfilled. Grants and other anticipated funds also live here.
Expected revenue is the finance-side peer of Revenue. Revenue is money received; expected revenue is money committed. As payments arrive against a pledge, each installment creates a Revenue record linked back to its parent Expected Revenue — that's how fulfillment is tracked.
Expected revenue records carry the same backoffice fields as revenue: splits (allocation across funds), credits (recognition for other contacts), solicitors, and tags.
Viewing Expected Revenue
Navigate to Revenue > Expected Revenue to see upcoming transactions.
Filtering by Status
Use the tabs to filter:
- Pending - Awaiting payment
- Completed - Payment received
- Partial - Partially paid
- Voided - Cancelled
- All - Every expected revenue
Sorting
Sort by:
- Created date
- Updated date
- Due date
- Fulfilled date
Expected Revenue Sources
Expected revenue records originate from:
- Pledges — every pledge creates an expected revenue record (the commitment) plus an installment schedule (the collection plan)
- Grants and other commitments — manually entered anticipated funds
Managing Expected Revenue
Click any record to:
- View payment status
- See due dates
- Track partial payments
- Access related pledge or profile
Exporting
Click the export button to download expected revenue data for forecasting and planning.