Opportunity status analysis
To analyze the progress of your active opportunities and identify bottlenecks, you can quickly view how many are at each stage of your solicitation process under Opportunities by status from Analysis, Fundraising dashboards, Overview or Opportunities.
Tips for using Opportunities by status chart
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To view a list of opportunities with a specific status, select its bar in the chart.
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For further analysis, select Create list to open the list. From there, you can:
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Apply additional filters,
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Choose columns,
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Save the list for future use. For more information, see Lists.
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To find opportunities without a status, such as for data cleanup, refer to the (empty value) bar.
Many opportunities end unsuccessfully?
Not every opportunity will succeed, but if many end unsuccessfully:
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Review how you market your organization and mission to prospects.
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For best practices, see Donor Acquisition and Retention.
Opportunities stuck in the pipeline?
If opportunities appear stalled:
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Reassign stale opportunities to fundraisers with more bandwidth. To reassign an opportunity, edit its fundraiser under Assigned to on the opportunity record. For more information, see Proposal Records.
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Set timelines for statuses to keep opportunities flowing. For information about statuses, see Proposal Status.
For information about how to manage your opportunities, see Proposals.