Opportunity Measures

With Prospect Research Management or Prospect Insights, you can manage plans that detail and track your efforts to build relationships with prospects and secure major gifts as opportunities. With Insight Designer in Analysis, Dashboard builder you can measure with insights and key performance indicators (KPIs) to analyze numerical amounts and percentages about opportunities, such as their overall funding amounts and assigned fundraisers.

Use these facts to analyze opportunities based on their assigned fundraisers.

  • Funded opportunity amount by fundraiser — How much you receive through opportunities assigned to each fundraiser.

  • Funded opportunity count by fundraiser — How many opportunities are funded and assigned to each fundraiser.

  • Opportunities by fundraiser — How many opportunities are assigned to each fundraiser.

Note: Since multiple fundraisers can manage an opportunity, these measures may double-count efforts.

By default, these facts include every opportunity. To break down a total or analyze only specific opportunities, use the fact with an attribute or filter.

  • To include only specific opportunities in a fact, select Add attribute filter and choose the criteria of those to analyze.

  • To analyze a fact's opportunities in context of each fundraiser, use it with the Fundraiser name attribute.

  • To analyze a fact's opportunities by specific criteria, such as status, use it with an attribute.

Use these facts to analyze giving anticipated or received through opportunities.

  • Opportunity asked amount — How much you request from donors and prospects through opportunity efforts.

  • Opportunity expected amount — How much you realistically anticipate to receive through opportunity efforts.

  • Opportunity funded amount — How much you actually receive through opportunity efforts.

  • By default, each fact provides the sum — or total — of its opportunities' funding amount. To analyze a different amount, select the fact under Facts and choose which calculation to analyze. For more information, see Facts and Counts.

Tip: To include only specific opportunities in the fact, select Add attribute filter and choose the criteria of those to analyze.

With these facts, you can gauge the effectiveness of your opportunities and whether they meet expectations. For more information, see Opportunity Funding.

With Opportunities, you can measure your total number of opportunities.

  • To gauge the overall variation and progress of your opportunities, use this fact with an attribute or filter such as Opportunity purpose or Opportunity status.

  • To gauge the constituents your opportunities are with, use this fact with an attribute or filter such as Constituent code description or Constituent prospect status.

With Opportunity days in status, you can measure how many days an opportunity has a status in your solicitation process. By default, this fact provides the sum — or total — based on all opportunities' statuses. To analyze a different amount — such as average or median — or specific opportunities with an insight, adjust the measure.

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. For more information, see Opportunity Status.

Note: Don’t see this feature? This is currently only available through an Early Adopter Program (EAP). For details about how to participate in upcoming EAPs, visit the Community.