Fundraiser Analysis for Actions and Opportunities

With actions, you can track the interactions and tasks required to cultivate relationships with — and secure gifts from — constituents. With Prospect Research Management, you can also plan and track opportunities to build relationships with prospects and secure major gifts. To help ensure actions and opportunities succeed, you can assign them to fundraisers to manage their efforts. To ensure balanced workloads, you can quickly compare how many actions or opportunities each fundraiser manages in Fundraising, Analyze or Reporting.

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.