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Pattern for Success
Purpose: Good example of an overview pyramid report containing both totals and counts raised to date, but also the expected number of gifts, prospects and dollars required to meet the campaign goal.

Draws data from the pledge, giving and prospect area of the database which is incorporated into a summary table in a data warehouse.

Each of the categories can be exploded to show the detail.
Frequency: Monthly.
Distributed to: Management, vice presidents.
 
 

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