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.

You can't win them all, so expect that not all prospects will convert to donors. However, if many efforts end with disqualified prospects or lost opportunities, analyze how you market your organization and mission. For information and best practices, see Donor Acquisition and Retention.

If many opportunities — and therefore prospects — appear stuck in your moves management process:

  • Determine whether to assign stale opportunities to fundraisers with more bandwidth. To reassign an opportunity, edit its fundraiser under Assigned to on its record. For more information, see Opportunity Records.

  • Analyze your moves management process to ensure it smoothly transitions prospects to engaged donors and helps improve your overall constituent relationships, solicitation strategy, and goal analysis. For more information, see Moves Management Best Practices.

For information about how to set up and track your moves management process, see Prospect Status.