Opportunities Analysis Filters

When you analyze the performance of your organization's opportunities in Fundraising, Analyze or Reporting, the metrics under Opportunities include all active opportunities by default. To include only those that meet specific criteria, such as their funding dates or status, use the filters.

These filters are cumulative, so imagine an "and" between each. For example, if you specify both a deadline and an assigned fundraiser, you can analyze opportunities assigned to you that were due in the past month.

Tip: To reuse frequent filter selections, save their view to easily apply them in the future. For more information, see Saved Views of Dashboards.