Portfolio Prospect Mix

See how your portfolio is distributed across prospect classifications so you can spot concentration, balance your pipeline, and focus your outreach where it'll have the biggest impact. This prompt returns a count of constituents grouped by each classification category, such as Major Donor, Planned Giving, or Annual Fund, giving you an instant snapshot of your portfolio composition.

You can use the same "breakdown in my portfolio by..." pattern to group constituents by other attributes, such as:

  • By prospect status: Reveals how many prospects are in each stage of your moves management pipeline, helping you spot where the funnel is thin. Example: "Show me a breakdown of constituents in my portfolio by prospect status."

  • By country / state / city: Useful for planning regional visit trips or identifying geographic concentrations before an event. Example: "Show me a breakdown of constituents in my portfolio by state."

  • By gender: Supports equity analysis and tailoring communication strategies across your prospect base. Example: "Show me a breakdown of constituents in my portfolio by gender."

  • By constituent type: Splits individuals from organizations so you can see your portfolio's mix of personal and institutional relationships. Example: "Show me a breakdown of constituents in my portfolio by constituent type."

  • By constituent code: Groups prospects by affiliation codes like Board Member, Alumni, or Volunteer, helping you prioritize engagement by relationship type. Example: "Show me a breakdown of constituents in my portfolio by constituent code."

Tip iconTip: Refine your results by adding a chart type, such as "... as a pie chart", for a format that's easy to share, or layer in filters like "active constituents only" to keep the analysis focused on current outreach. Bar and pie charts for visualizing giving insights are a Premium feature. If you don't have a Premium subscription, this prompt will still work and return the same insights in a list format.

Prompt

Show me a breakdown of constituents in my portfolio by prospect classification.

Sample Response

I've provided a breakdown of the constituents in your portfolio categorized by prospect classification. This analysis will give you valuable insights into the different classifications of prospects you are managing, helping you understand your portfolio's composition better.