Prospects KPIs

The program contains several standard KPIs to view the effectiveness of fundraising plan activity and opportunity details. To access these KPIs, from the Select a KPI screen, expand Prospects in the treeview. For information about how to create a KPI, refer to Add KPI Instances.

• Average Days in Plan Stage

  With the Average Days in Plan Stage KPI, you can determine the average number of days a plan was a categorized as a specific stage. For example, if you determine that major giving plans appear to stay in the “Identification” stage longer than another plan type, you can determine how best to reduce this amount of time.

• Average Days to a Closed Gift

  The Average Days to a Closed Gift KPI show the average number of days from the time the first plan step occurs until the prospect accepts the ask amount.

• Number of Completed Moves

  The Number of Completed Moves KPI displays the number of completed interactions based on the criteria you specify. You can limit the results to steps assigned to a specific team or fundraiser, a pre-defined selection of interactions, steps with a specific date range, plan steps of a certain type or at a selected stage in the process, or by the type of interaction that occurred with the step.

• Number of Planned Moves

  The Number of Planned Moves KPI displays the number of planned or pending interactions based on the criteria you specify. You can limit the results to steps assigned to a specific team or fundraiser, a pre-defined selection of interactions, steps with a specific date range, plan steps of a certain type or at a selected stage in the process, or by the type of interaction that occurred with the step.

• Number of Prospect Plans

  With the Number of Prospect Plans KPI, you can view the number of prospect plans associated with a specific team or fundraiser, a selected plan type or stage, a prospect’s status, an amount range, or a certain designation.

• Opportunities Amount

  With the Opportunities Amount KPI, you can view the amount you have or expect to receive based on selected opportunities. You can limit the results to include opportunities assigned to specific team or fundraiser; selected opportunity details such as the type of plan, plan stage, amount range or designation; or, you can include only opportunities with a specific status, such as Response Pending or Accepted. If you choose to include opportunities with an Accepted status, you can select to use the committed amount in the KPI calculation rather than the ask amount.

• Opportunities Amount by Selection

  The Opportunities Amount by Selection KPI displays information about opportunity revenue based on a pre-defined selection of opportunities. For opportunities with a status of Accepted, you can select to include the committed amount in the KPI calculation rather than the ask amount.

• Opportunities Count

  The Opportunities Count KPI displays the number of opportunities that meet the specified criteria.