Portfolio summary

Under Portfolio summary, you can view metrics to help you track how your portfolio quality has changed since you began using Prospect Insights. As you continue to use Prospects Insights, you'll be able to gauge your portfolio's progress over time.

• The Portfolio quality tile displays your portfolio's proportion of initial and current high potential prospects. Your quality will improve as you assign qualified untapped candidates and dismiss those with low likelihood for major giving.

Note: If your organization just started using Prospect Insights, it may take a few days for this data to appear in the tile.

• The Portfolio quality over time chart displays changes in high potential prospects by month. You can also filter the chart to view quality changes by fundraiser. To view a list of prospects included in the chart, select the column for the desired month.

Note: Chart data updates on the last day of each month.