Opportunity Insights

With Prospect Research Management or Prospect Insights, you can track and manage efforts to cultivate donor relationships or major gifts as opportunities. To help ease common analysis of tasks and interactions, Raiser's Edge NXT provides several opportunity insights out-of-the-box in Analysis.

  • To view an insight in Insights, select Open, and search by its name or select it under all.

  • To add an insight to a dashboard in Dashboards, search by its name under Saved insights and move it to the dashboard.

Tip: When you search for an insight, those provided out-of-the-box appear with a lock. To save any additional filters or other changes to a default insight, select Save as new to create a custom insight.

Note: Don’t see this feature? This is currently only available through an Early Adopter Program (EAP). For details about how to participate in upcoming EAPs, visit the Community.