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Prospect Status Analysis for Opportunities

With opportunities, you can plan and track the efforts to cultivate a donor through your moves management process. To analyze how well your opportunities help convert prospects into donors, select Fundraising, Analyze, Opportunities. Under Opportunities by prospect status, you can view how many efforts have constituents at each stage of your moves management process based on their prospect status. With this information, you can gauge whether your opportunities help your moves management process succeed.

Tip: To view a list of opportunities with prospects with a specific status, select its bar in the chart. 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 information about how to set up and track your moves management process, see Prospect Status.