Analyze opportunities
Plan and track opportunities to build relationships with prospects and secure major gifts. To assess opportunity performance, select Analysis, Fundraising dashboards, Opportunities to view key metrics. Use this analysis to guide your next steps.
Key opportunity metrics include the following:
Tip: To view the Opportunities dashboard, select Add, Opportunities, Open.
Opportunity overview
View how many opportunities meet your filter criteria under Opportunity overview. See the total amount requested, expected, and raised for these opportunities. For definitions of these amounts, see Opportunity Funding.
Opportunities list
Review the list under Opportunitiesfor details about each opportunity, including constituent, status, purpose, expected amount, and expected date. To view more details, select the opportunity name to open its record. For more information, see Opportunity Records.
Tip: To view and manage a list of the opportunities that meet your filter criteria, select the Opportunities amount.
Opportunities by status
Analyze progress by viewing how many opportunities are at each stage of your solicitation process under Opportunities by status. For more information, see Opportunity Status Analysis.
Opportunities by purpose
See how many opportunities are at each stage of your solicitation under Opportunities by purpose. For more information, see Opportunity Purpose Analysis.
Projection accuracy, average difference, and average time
Compare asked, expected, and funded amounts for all active opportunities to set expectations and adjust ask amounts.
Projection accuracy: How closely total funding amounts match.
Average difference: The average variance between funding amounts per opportunity.
Average time: The average number of days between funding amounts per opportunity.
Tip: Base ask amounts on your research of prospects and how much you think they'll donate.
For more information, see Opportunity Funding Comparison.
Opportunities by campaign
Compare how many opportunities support each campaign under Opportunities by campaign to identify neglected initiatives and align efforts with fundraising priorities. For more information, see Campaign Analysis for Opportunities.
Opportunities by fund
To identify neglected causes and ensure efforts match your fundraising priorities, compare how many opportunities support each fund under Opportunities by fund. For more information, see Fund Analysis for Opportunities.
Opportunities by prospect status
Track efforts to cultivate donors through your moves management process. View how many opportunities have constituents at each stage of your moves management process under Opportunities by prospect status. For more information, see Prospect Status Analysis for Opportunities.
Opportunities by fundraiser
Compare how many opportunities each fundraiser manages under Opportunities by fundraiser. Use this informationto balance assignments and identify fundraisers with heavy workloads. For more information, see Fundraiser Analysis for Opportunities.
Filter lists
Tip: By default, metrics under Opportunities include all active opportunities. To filter by criteria such as funding dates or status, use the dashboard filters. For more information, see Opportunity Analysis Filters.
Tip: To view records included in a metric, select the total or metric. For further analysis, select Create list to open the list, apply additional filters, choose columns, and save for future reuse. For more information, see Lists.
To analyze a fund in detail, select its name to open its record. For more information, see Fund Records.
Save views and PDFs
To save frequently used filters, select the criteria and save the view for personal reuse. For more information, see Saved Views of Dashboards.
To review the dashboard offline, download it as a PDF or set up automatic PDF delivery by email. For more information, see PDFs of Analyze Metrics.
Note: Metrics update within three hours of new or edited information. If reports haven’t been used in over a month, the initial data refresh may take up to 24 hours.