Add or Edit Prospect Analysis Dashboards

Warning: Custom ratings added by your organization are not available as variables in your prospect analysis dashboard.

Once created, the prospect analysis dashboard definitions are stored in the Prospect analysis dashboards grid on the Prospect analysis page. The dashboard views can be updated at any time.

  1. From the Prospect analysis page, select Add. The Add prospect segmentation screen appears.

  2. Define your prospect analysis dashboard.

  3. 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.

  4. Select Save. You return to the Prospect analysis page. The new dashboard displays in the Prospect analysis dashboard grid.

Screen Item

Description

Name

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

Description

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.

Others can modify

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

Prospect source

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.

Rows tab

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.

Columns tab

Define the columns 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 columns displayed in your report. You can select two scores or ratings to include in the column head, but at least one is required. Ratings added by your organization are not available as variables. Also, you cannot select the same score or rating used on the Rows tab.

  • Ranges: You must define at least one dashboard column using the columns provided in the Ranges frame. Each column must include a Label, Minimum value, and Maximum value. The same is true if you select a second score or rating. For example, if you select “Planned Giving Likelihood” in the Select score/rating field, for ranges to display in your report columns, you can enter “PGL 600-1000” as a column Label, “600” as a Minimum value, and “1000” as a Maximum value. If you select a second score or rating in the OR field, you must similarly complete the corresponding Ranges grid, entering a Label, Minimum value, and Maximum value for the OR entry. In addition, if you enter two secondary variables, each must contain the same number of entries in the corresponding Ranges grids. To the right side of the Ranges grids, 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.