Not every pledge is paid. Pledge fulfillment is dollars collected over dollars pledged — a reality check on a campaign’s booked total and a flag for follow-up.
The example
$85,000 collected of $100,000 pledged.
| A | B | |
|---|---|---|
| 1 | Item | Value |
| 2 | Collected | 85000 |
| 3 | Pledged | 100000 → 85% |
The formula
The formula:
How it works
How it works:
- Divide amount collected by amount pledged for the fulfillment rate.
- The outstanding balance is
pledged - collected— the follow-up target. - Apply an expected fulfillment rate to forecast realistic cash from open pledges.
- Track per pledge with
SUMIFon status to see what’s paid, partial, or overdue.
Discount pledges for forecasting. If history shows ~90% of pledges get paid, project cash as open_pledges × 0.90 rather than booking the full amount. Multi-year pledges especially drift — tracking a realistic fulfillment rate keeps the campaign total honest and the budget grounded.
Try it: interactive demo
Collected and pledged.
Variations
Outstanding balance
Still to collect:
Forecast cash
Expected from open:
Collected by status
Paid pledges:
Pitfalls & errors
Don’t book it all. Pledged ≠ collected — discount open pledges for cash forecasts.
Watch multi-year pledges. Longer pledges fulfill at lower rates.
Zero pledged. No pledges gives #DIV/0!.
Practice workbook
Frequently asked questions
How do I calculate pledge fulfillment rate in Excel?
How do I forecast cash from open pledges?
How do I find the outstanding balance?
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