| 1. | From the Prospect analysis page, click Add. The Add prospect segmentation screen appears. |
Note: For information about accessing the Prospect analysis page, see Access Prospect Analysis.
| 2. | Define your prospect analysis dashboard. For information on the fields and options included on this screen, see Add a Prospect Segmentation Screen. |
Warning: The segmentation report is designed to display values from low to high, so make sure you enter your column and row information to correspond with this rule. For example, if you select Annual giving likelihood for rows, in the Ranges grid, make sure your first entry is the lowest AGL rating you want included in the report. The next grid entry should be the second lowest and so on.
| 3. | Click Save. You return to the Prospect analysis page. The new dashboard displays in the Prospect analysis dashboard grid. |