Portfolio summary

Qualification and assignment

If you have permission to assign prospects, you can view assignment and qualification metrics for the past twelve months and cumulative totals for each. You can also see Target gift range values for assigned prospects. Use the qualification and assignment statistics to gauge capacity.

Prospects qualified

Prospects qualified measures the number of qualification actions taken within Prospect Insights Pro.

Under Prospects qualified, you can view the following information:

• the number of prospects qualified within Prospect Insights Pro over the past 12 months, unless otherwise indicated

• the total minimum target gift range (TGR) for prospects qualified within Prospect Insights Pro over the past 12 months, unless otherwise indicated

We recommend that you qualify prospects to build a prospect pool, ensuring there are available candidates to assign to gift officers when they have the capacity to take on new prospects. Try to keep portfolios to a manageable size while optimizing for target gift range values. For more information on qualifying prospects, see Top prospects, Secondary prospects to qualify, and Emerging prospects.

Prospect assigned

Prospects assigned measures the number of prospects assigned from anywhere in Raiser’s Edge NXT.

Under Prospect assigned, you can view the following information:

• the number of prospects assigned to fundraisers from anywhere in Raiser's Edge NXT over the past 12 months

• the total minimum target gift range (TGR) for prospects assigned from anywhere in Raiser's Edge NXT over the past 12 months

Portfolio potential

Use the summary data and charts displayed under Portfolio potential to understand prospect assignment levels and target gift range values for the portfolio over time.

For the line charts on the right, select a value to view its details.

Assigned prospects by category

This chart displays the number of prospects from certain Prospect Insights Pro lists that have been assigned. The chart's data updates as assignments are made.

For more information on each of the lists, see Prospect Insights Pro lists.

Assigned prospects over time

This chart displays the total number of assigned prospects for a specific month. The chart's data is refreshed on the last day of every month.

Total target gift range over time

This chart displays the total target gift range for all assigned prospects for each month, over the past 12 months. Each month's value is the sum of the Minimum Target Gift Range values, which appear when you select the value from the chart. The chart's data is refreshed on the last day of every month.

For more information, see Target gift range.

Average target gift range over time

This chart displays the average target gift range for all assigned prospects for each month, over the past 12 months. Each month's value is the average of the Minimum Target Gift Range values, which appear when you select the value from the chart. The chart's data is refreshed on the last day of every month.

For more information, see Target gift range.

Permissions and chart data

If you have permission to manage all portfolios, the chart data reflects assignments and target gift range information for the entire team. And you can filter the results to display data for specific fundraisers.

Otherwise, the chart data reflects information for prospects assigned to you.

For more information on permissions, see Roles, tasks, and permissions and Permissions.

To learn more about other available portfolio related charts, see Home Page Tiles and Fundraising dashboards.