Proposals Tab

The Proposals Tab, located in the Major Giving Layer, is focused on providing reporting on your institution’s proposal activity and performance. The reporting found in the Proposal tab can help you analyze the number of proposals and proposal values over previous years, proposal yield, proposal pipeline, proposal ask amounts, and a host of other invaluable reports. These reports can help you to visualize where the success is in your organization and where you are behind from historical levels.

There are two sections of reporting within the Proposals tab. At the top of the page is the Proposals Table, which displays key information related to each proposal record. The section below the table contains a variety of proposal-related Viewports, similar to other reporting tabs Fundraiser Performance Management.

The scope of what is included in the Proposals Table and the Proposals Tab viewports is controlled by the fiscal year drop down and officer drop down located on the top bar of the page. By default, the reporting in the Proposals tab will show proposals that have an ask date, granted date, or target date in the selected fiscal year. You have the ability to analyze up to five years of proposal information. If available, you may also choose All Proposals which will include all proposals in the selected time period regardless of officer assignment.

You can select a previous year from the Period drop down to limit the information in the Proposals Table and the viewports to that selected fiscal year period. You can also select an individual officer, multiple officers, entire peer groups, or all officers from the Officer drop down to limit the Proposals Table and viewports to only the selected officers’ proposal history. Additionally, for users whose institutions track the data, you can select to view the dashboard by which School/Unit the proposals are associated with (i.e. School of Business, Library, Athletics, etc.).