View grouped by occasion
The Occasions view aggregates your pledges by commitment context: all commitments made at the Gala 2026, at Rosh Hashana, during the Prayer hall works campaign, etc. It is the ideal view to do the review of an event and compare performance between editions.
When to use the Occasions view?
| Situation | Occasions view useful? |
|---|---|
| Do the review of a gala or an event | ✅ Yes |
| Compare two editions (Gala 2025 vs Gala 2026) | ✅ Yes |
| Measure the performance of a holiday (Rosh Hashana, Passover) | ✅ Yes |
| Track collection by campaign or project | ✅ Yes |
| Find a specific pledge | ❌ Prefer the All view |
| Track a specific donor | ❌ Prefer the Contacts view |
Enable the Occasions view
- 1
Open the Pledges module
Sidebar → Finance → Pledges (
/app/promesses/list). - 2
Switch the view
At the top right, in the view selector, click Occasions (calendar icon).
The list refreshes: instead of one row per pledge, you see one row per occasion.
What the view displays
Each row represents an occasion with its aggregates:
| Column | Information |
|---|---|
| Occasion | Label ("Gala 2026", "Rosh Hashana", "Hall works") |
| Number of pledges | Total count for this occasion |
| Number of distinct donors | How many people committed |
| Total pledged amount | Sum of commitments |
| Paid | Sum actually paid |
| Remaining | Balance still to collect |
| Fulfillment rate | Percentage of the total already paid |
| Currency | Currency used |
Pledges without occasion (empty field) are grouped under a row "No occasion".
Open the detail of an occasion
Click an occasion's label to open the complete list of pledges linked to that occasion (detailed view filtered).
You can then:
- View the detail of each pledge
- Identify donors who have not fulfilled their commitment
- Launch a targeted follow-up campaign (series of manual reminders)
- Export the complete review as CSV
Typical use case: post-gala review
You have just organized the Gala 2026. A week later, you want to know where the commitments made that evening stand.
- 1
Switch to Occasions view
Click Occasions in the view selector.
- 2
Locate the 'Gala 2026' row
You see immediately:
- 27 pledges
- €31,500 pledged
- €8,200 already paid
- €23,300 remaining to collect
- Fulfillment rate: 26%
- 3
Open the detail
Click "Gala 2026" to see the list of the 27 pledges.
- 4
Filter on the unfulfilled
Filter on the Pending tab: you get the donors to follow up on priority.
- 5
Launch a reminders campaign
For each row, send a targeted manual reminder.
Compare events against each other
The Occasions view lets you visually compare several similar events:
| Occasion | Pledges | Pledged | Fulfillment rate |
|---|---|---|---|
| Gala 2025 | 25 | €28,000 | 92% |
| Gala 2026 | 27 | €31,500 | 26% |
| Rosh Hashana 2026 | 42 | €12,600 | 78% |
These comparisons help to:
- Identify the best-performing events (fulfillment rate)
- Justify investments (a gala that yields €30k is worth organizing)
- Detect anomalies (Gala 2026 at 26% fulfillment rate — why? Economic crisis? Lack of follow-up?)
Combine with filters
The Occasions view works with all the filters available:
| Question | Filters + view |
|---|---|
| Review by occasion for the current year | Filter Creation date → January 1 - December 31 + Occasions view |
| Performance of major pledges by occasion | Filter Min amount 500 + Occasions view |
| Review for the main association only | Filter Association → Main + Occasions view |
View limitations
- No bulk action: to follow up 27 donors from a gala, you have to go row by row or use the filtered All view
- No automatic temporal comparison: if you want to see the evolution of an occasion year over year, export and cross-reference manually
Go further
- View grouped by contact — the donor-oriented alternative
- View my pledges
- Export pledges — for detailed reviews
- Campaigns module — for structured marketing events