The Pledge Analysis analytical tool offers real-time insights into pledges. With this tool, you can perform both high-level and low-level analysis on pledges found in GAIL.
Home Page
After using the link above and authenticating with your UGA MyID, you will be brought to the main dashboard. On this page, you can view high-level metrics for pledges, such as outstanding pledges and 5/10 year pledge collection rate.
You can fine-tune these metrics by applying filters to the data. The filter page can be accessed by using the arrows shown in the image below. This can also be done with the “Sheets” tab.
Filtering the Data:
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Each filter (also called a selection) contains a drop-down to display the possible values. By default, two filters are applied (Use Code = “UGA Foundation”, Has Balance = “Yes”). This means all visualizations are only displaying pledges that relate to UGA Foundation and have a balance. You can cancel a selection at any time by clicking the X on the green tabs shown in the image above.
Groups of filters can be saved as a bookmark, meaning that it can be referenced again at any point. For example, if several filters are applied (UseCode = "UGA Foundation", Has Balance = "Yes", Has Future Installments = "Yes", Fiscal Year = "2024", etc.), you can use the bookmark tab to save these filters as a bookmark. You will find the option to save your own bookmark under the My own tab.
If you have a specific filter in mind, but do not see it listed in this section, you can use the Selections Menu to see if the desired filter is available. This menu is available on all pages, meaning you can quickly filter data without having to change sheets.
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Navigating the Data
Pledge Analysis:
Navigating to the next sheet will take you to the Pledge Analysis dashboard.
Pledge Details:
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This dashboard offers comprehensive information on pledges. Every pledge is listed in this table, along with its respective designation(s). Pledges allocated to multiple designations are displayed separately for each designation. The purpose of this table is to hone-in on a particular pledge, and then utilize the other tables to further analyze the selected pledge.
Switch table views by using the tabs highlighted below.
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Pledge Activity Details:
| The Pledge Activity Details showcases all activity related to a pledge, allowing you to easily view associated payments and write-offs. |
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Pledge Installment Details:
| The Pledge Installment Details page displays pledge schedules and shows where a donor stands according to their schedule. This is how Pledges are viewed in GAIL. |
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** Clicking on the Revenue Lookup ID will bring you to the revenue record in GAIL. This is true for all tables in this app.
Solicitor Info:
| This dashboard depicts the same information as the Pledge Details table from earlier, but also includes the solicitor(s) associated with the pledge. The purpose of this page is to allow Solicitors to analyze pledge data in a more relevant manner. Additional filters are provided to assist with this. |
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Write-Off Review:
| The Write-Off Review page features the same tables from the Pledge Analysis page, but is limited to only display non-phonathon, UGAF pledges that currently have a balance and are overdue. The Send Email link in the first column automatically sets up an email template to be sent to Gift Accounting regarding the selected record. |
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