Opportunity statuses

Opportunity statuses indicate where an opportunity is in your solicitation process. Use them totrack progress and manage major gift efforts.

View opportunity status

You can view an opportunity's status in the following locations:

• under Status or in the summary of an opportunity's record,

• under Opportunities on a constituent's record, or

• in the Opportunity status column in a list of opportunities.

To view a list of the opportunity's previous statuses, select View status history. The history shows who added or updated a status. For statuses added or updated in the database view, the history shows Blackbaud processing instead of a name.

If your organization sets up its opportunity statuses in the web view, you can also view how long an opportunity's had its current status, as well as when it's overdue or closed.

For details on changing, deleting or configuring opportunity statuses, see Manage opportunity statuses.

Tip: For a breakdown of your assigned opportunities by status, refer to Opportunities under Overview in Work Center. For more information, see Fundraising Work Center Overview.

Tip: To track all prospect's giving opportunities and your prospect management effectiveness, use opportunity statuses in parallel with prospect statuses. For details, see Prospect Status.

Opportunity status states

Overdue

When your organization configures opportunity statuses, it sets how long, in days, an opportunity has before it's considered late or overdue. Closed or inactive opportunities, or those with statuses set in the database view, don't track how long they have a status and are never considered overdue.

To keep your solicitations running, we recommend you focus on overdue opportunities and keep statuses up-to-date.

Closed

When your organization sets up its opportunity statuses, it chooses how to indicate an end to your solicitation process, such as when an opportunity's goal is secured or deemed no longer viable. Unlike inactive opportunities, closed opportunities remain active and available in lists.

Tip: To hide a closed opportunity from lists and analysis but keep it for historical reference, mark its record as inactive. For more information, see Proposal Records.

No status

If there's no status listed, it means that it's uncertain where an opportunity is in your solicitation process.