FlexiQuiz - Admin Certification Module 15 Quiz: Specific Recommended Reports

For full functionality of this site it is necessary to enable JavaScript.

Submitting ...

1. You're trying to find how many future donations are in your pipeline. Which of the following is true about the report you can use to find this data? (choose 2)

You should include the Pledge/Grant records to see the total incoming amounts.

It will only have accurate data if your staff enters Pledge Payments and Grant Payments before the money is received.

The Expected Revenue field can help predict the amount of donations you'll actually receive without a row-level formula.

It's pre-loaded in the CRM Snapshots tab.

Answered 0 of 3 (0%)