Product Update: New Pledge Aggregated Data Tables in Charity Automator Data Warehouse

These additions are designed to help nonprofits track, manage, and report on major gifts more efficiently without heavy Power BI modeling or custom SQL queries.

What Are Pledge Data Tables?

Tracking pledges accurately is critical for revenue forecasting, campaign planning, and stewardship. These new data tables simplify pledge reporting by doing the heavy lifting inside the Charity Automator Data Warehouse.

Both tables are powered by SQL scripts that run inside our infrastructure and calculate fields using live data from your Raiser’s Edge NXT instance. These data tables build on our growing library of calculated fields, first introduced in our Lifetime Giving Summary table. They reflect our core commitment to providing timely, accurate, and complete data for our nonprofit clients. This is part of our ongoing strategy to move nonprofits toward smart, pre-analyzed data.

Pledge Balance Report

The Pledge Balance Report offers a high-level view of where constituents stand on their pledged contributions — including how much was promised, how much is still outstanding, and whether they're on track. It’s particularly valuable for fundraising and finance teams managing major gifts and forecasting incoming revenue.

Fields included:

• constituent_id
• gift_id
• pledge_amount
• balance
• amount_overdue
• scheduled_installments
• number_of_payments_made
• latest_payment_amount
• latest_payment_date

Key benefits

• Validate overdue pledges by comparing expected vs. actual balance
• Identify missed payments and follow up faster
• Track progress toward large donor commitments

Pledge Installment Schedule

The Pledge Installment Schedule breaks down every individual payment. This table mirrors the "Pledge Schedule" window inside Raiser’s Edge NXT — a request we heard from multiple clients who wanted this level of detail in their BI tools, not just inside their CRM.

Fundraisers and analysts can now track every installment’s due date, amount, and outstanding balance with greater precision.

Fields included:

• constituent_id
• gift_id
• number
• date
• amount
• balance

Key benefits

• Monitor individual pledge payments for major gifts
• Visualize fulfillment across all active pledges
• Integrate Raiser’s Edge NXT pledge views into BI dashboards

Why It Matters

Before this update, tracking pledge performance meant:

• Writing complex SQL queries
• Building intricate Power BI models
• Exporting raw data to spreadsheets just to create installment-level reports

Now, our clients get ready-to-use tables that can plug directly into their dashboards.

As Tim Roy, Data Analyst at SimpliPhi, explains:

"These scripts calculate what’s missing from standard exports: expected vs actual balance, missed payments, and other crucial metrics. Our goal is to help fundraising and finance teams see the full pledge picture in one place."

This update was driven by direct feedback from two of our clients (CAMH: The Centre for Addiction and Mental Health and NYGF: North York General Foundation) who needed installment-level data outside of Raiser’s Edge NXT for better dashboarding and cross-system visibility. We’re exploring additional prepared tables for recurring gift summaries, and welcome suggestions from clients.

If you're interested in a new summary table, email us at support@simpliphi.io.

How to Get Started

If you're a Data Warehouse client:

1. Tell us know if you want this calculated data tables via support@simpliphi.io
2. We’ll review your configuration and enable the new tables
3. You plug them into your dashboards, and that’s it!

If you're not yet a client and want to learn more about Charity Automator Data Warehouse, contact us for a short consultation.

Frequently Asked Questions (FAQ)

Q1: What is the Charity Automator Data Warehouse?

The Charity Automator Data Warehouse is SimpliPhi’s cloud-based platform that consolidates, transforms, and centralizes nonprofit data from systems like Raiser’s Edge NXT, Financial Edge NXT, Luminate Online, Salesforce and any structured text file or legacy system. It enables clean, analysis-ready data to power your dashboards, reports, and strategic decisions.

Q2: Do I need Power BI to use these tables?

No. You can export the data or use it in any reporting tool. But the structure is optimized for tools like Power BI, Tableau, or Google Data Studio.

Q3: Do I have to write SQL to use these reports?

Not at all. The tables are calculated automatically and added to your Data Warehouse instance. You just plug them into your dashboards.

Q4: Can I customize what’s calculated?

Yes. If you have specific logic (like fiscal year settings or gift type exclusions), we’ll tailor the script to match your needs.

Also Read:

• This checklist will help you assess, in three simple steps, whether your organization is ready to centralize its data and transition from manual reporting to structured, scalable analytics.
• How hospital foundations can eliminate manual donor data workflows.
• Charity Automator Data Warehouse now has Lifetime Giving Summary table.