Opportunity Status Analysis

To analyze the progress of your active opportunities and quickly identify bottlenecks, you can quickly view how many are at each stage of your solicitation process under Opportunities by status from Fundraising, Analyze, Overview or Opportunities.

Tip: To view a list of opportunities with a specific status, select its bar in the chart. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.

Tip: To view how many opportunities don't have a status, such as for data cleanup, refer to the (empty value) bar.

You can't win them all, so expect that not all opportunities will succeed. However, if many end unsuccessfully, analyze how you market your organization and mission to prospects. For information and best practices, see Donor Acquisition and Retention.

If opportunities appear stuck in your solicitation process:

  • Determine whether to assign stale opportunities to fundraisers with more bandwidth. To reassign an opportunity, edit its fundraiser under Assigned to on its record. For more information, see Opportunity Records.

  • Set timelines for your statuses to keep opportunities flowing. For information about statuses, see Opportunity Status.

For information about how to manage your opportunities, see Opportunities.