Analysis

Use the information displayed on the Analysis page to evaluate the impact of your prospecting efforts. The visualizations can help you understand both the actions you've taken and the outcomes you're seeing — giving you an overview of your major gift strategy.

The Analysis page includes the following:

• Portfolio summary — displays the number of prospects you’ve qualified and assigned, and your current portfolio status with projected Target gift ranges for assigned prospects. Use this to monitor your initial prospecting activities and portfolio potential based on Target gift range values.

• Giving — displays giving to your organization by assigned prospects for the past few calendar years. Use this to explore total and mean cumulative giving trends over time, and to view how your assigned prospects are distributed across giving levels.