Opportunity Facts

With Prospect Research Management or Prospect Insights, you can manage plans that detail and track your efforts to build relationships with prospects and secure major gifts as opportunities. With Insight Designer in Analysis, you can measure with insights and key performance indicators (KPIs) to analyze numerical amounts and percentages about opportunities, such as their overall funding amounts and assigned fundraisers.

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.