You must name the prospect analysis dashboard. The name appears in the Prospect analysis dashboard grid on the Prospect analysis page.

You can enter a description of the dashboard to help you identify it later. The description appears in the Prospect analysis dashboard grid on the Prospect analysis page.

Select if you want to allow other users to make changes to this definition.

Select the constituents you want to include in your dashboard.

All modeled constituents: Any constituent in your database with modeling or rating information that satisfies the variables selected.

Use Research List: Any constituent included in the selected Research List with modeling or rating information that satisfies the variables selected.

Use selection: Any constituent included in the chosen query selection with modeling or rating information that satisfies the variables selected.

Define the rows to be included in the Prospect Analysis cross tabs report:

• Select score/rating: Select the score or rating variable on which you want to base the rows displayed in your report. Ratings added by your organization are not available as variables. Also, you cannot select the same score or rating used on the Columns tab.

• Ranges: You must define at least one row using the columns provided in the Ranges frame. Each row must include a Label, Minimum value, and Maximum value. For example, if you select “Annual Giving Likelihood” in the Select score/rating field, for ranges to display in your report rows, you can enter “AGL 0-300” as a row Label, “0” as a Minimum value, and “300” as a Maximum value. To the right side of the Ranges grid, use the up and down arrows to arrange entries in the grid. You must select the entire row you want to move to activate the arrows.