Opportunity Insights

Use predefined opportunity insights to simplify task and interaction analysis and support effective fundraising strategies. Opportunity insights are available for the following types of analyses:

Access these insights from Analysis, Dashboard builder, Insights.

Fundraiser opportunity analysis

Analyze opportunities assigned to fundraisers to ensure balanced workloads and maximize results.

• Fundraiser opportunities: View the number of opportunities assigned to each fundraiser, including funded and total, and the amount acquired.

• Fundraiser prospects and opportunities:

  • See the number of assigned prospects and opportunities for each fundraiser.

  • Identify prospects and opportunities that have remained in the same status for too long in your solicitation process.

  Tip: Admins! To set up the order of opportunity statuses to match your solicitation process, sort the Proposal Status table in Tables from Config in the database view.

Note: Admins! Set time limits for each stage of your solicitation process to notify fundraisers when an opportunity is overdue. For details, see Opportunity Status.

Opportunities by campaign or fund

Evaluate how opportunities contribute to your fundraising efforts by campaign or fund.

• Opportunities by campaign: View the number of opportunities linked to each campaign and the amounts asked, expected, and received.

• Opportunities by fund: See how many opportunities apply giving toward each fund.

Opportunity status analysis

Track and analyze opportunities by their status to identify bottlenecks and improve process efficiency.

• To analyze how many opportunities are at each stage of your solicitation process, use the Opportunities by status insight.

• To gauge how long opportunities stay in each status of your solicitation process, use the Opportunity status analysis insight. With this insight, you can track:

  • How many opportunities assigned to fundraisers have each status

  • The average and maximum number of days opportunities have each status

  • How many opportunities have a status for too long

  • How much is asked, expected, and funded for opportunities at each status

Note: Admins! To alert fundraisers when an opportunity has a status for too long, you can set how long one should be in each stage of your solicitation process before it's past due.

Tip: Admins! To set up the order of opportunity statuses to match your solicitation process, sort the Proposal Status table in Tables from Config in the database view.

For more information, see Manage opportunity statuses.

Opportunity count headlines

Quickly assess the total number of opportunities to support prospect cultivation and major gift efforts.

• Opportunities: View the total number of active opportunities your organization has

• Opportunities, assigned to fundraisers: See how many active opportunities are assigned to fundraisers.

Tip: Apply an attribute filter to focus headlines on opportunities that meet specific criteria. For details, see Attribute filters.

Opportunity funding amount headlines

Monitor key gift amounts to track fundraising effectiveness and progress toward expectations. For more information, see Opportunity Funding.

• Opportunity asked amount: See the total amount requested through all active opportunities.

• Opportunity expected amount: See the total amount anticipated through all active opportunities.

• Opportunity funded amount: View the total amount received through all active opportunities.

Tip: To narrow the focus of a headline to only opportunities that meet specific criteria, apply an attribute filter to the fact or insight.