FlexiQuiz - Admin Certification Module 15 Quiz: Specific Recommended Reports

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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.

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

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

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