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Opportunity Purpose Analysis

For each opportunity, you can track the intent of gifts received as a result the effort as its purpose. To gauge the focus of your opportunities and identify areas that could need more attention, select Fundraising, Analyze, Opportunities. Under Opportunities by purpose, you can view how many active opportunities apply toward each purpose.

Tip: To view a list of opportunities that apply toward a purpose, 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.