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 or Reporting, Opportunities for a dashboard of key metrics. For successful opportunities, use this analysis to drive action and inform your next steps.

Tip: To view the Opportunities dashboard in Fundraising, Reporting, select Add , Opportunities, Open.

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.

For deeper analysis of a fund, select its name to open its record. For more information, see Fund Records.

  • To easily apply frequently-used filters to the dashboard, select the filter criteria and then save their view for your personal reuse. For more information, see Saved Views of Dashboards.

  • To review the dashboard offline, download it as a PDF, or automatically receive a PDF as an email on a regular basis. For more information, see PDFs or Spreadsheets of Dashboards.

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