Analysis

Under Analysis, view metrics to help you evaluate the impact of your prospecting efforts and track changes in your portfolio's quality.

Qualification and assignment metrics

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 measures the number of qualification actions taken within Prospect Insights.

Under Prospects qualified, you can view the following information:

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

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

We recommend that you qualify prospects to build a prospect pool, ensuring candidates are available to assign to gift officers when they have the capacity. Keep portfolios to a manageable size while optimizing for target gift range values. For more information on qualifying prospects, see Untapped candidates.

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 twelve months

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

View total and mean cumulative giving values each year for assigned prospects. The chart also shows the percentage of assigned prospects who gave over specific benchmark values. For example, if 24% appears under the >$10k column for a specific year, it means 24% of assigned prospects gave over $10,000 to your organization for the indicated year.

Values represent currently assigned prospects. If someone is assigned in the current year, their giving data is included for all prior years, even if they weren't assigned during those years. Cumulative giving data is grouped by calendar year.

Quality metrics

Use the quality metrics to track how your portfolio's 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.

Portfolio quality displays your portfolio's proportion of initial and current high potential prospects. Your quality improves 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.

Portfolio quality over time shows changes in high potential prospects by month. 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.