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Opportunities Analysis

With Prospect Research Management, you can plan and track opportunities to build relationships with prospects and secure major gifts. To quickly assess the performance of your organization's opportunities, select Fundraising, Analyze, Opportunities for a dashboard of key metrics. For successful opportunities, use this analysis to drive action and inform your next steps.

Tip: By default, the metrics under Opportunities include all active opportunities. To include only efforts that meet specific criteria, such as by their funding dates or status, use the filters. For more information, see Opportunities Analysis Filters.

Tip: To view a list of records included in the number-crunching, select the total or metric. 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 review the metrics offline, you can download them as a PDF or automatically receive one as an email on a regular basis. For more information, see PDFs of Analyze Metrics.

Note: Hang tight! It may take up to three hours for Analyze metrics to update based on new or edited information.