Prospect Pipeline/Proposal Reporting

Hi everyone:


Wondering if anyone would be willing to share your strategies for your most robust prospect reports? I want to build a report that shows the prospect lifecycle and I feel like there are so many options that it could get clunky really fast. At the same time, there are limiting factors, such as "purpose" being the only filter for the "proposal" export node!


Crystal, NXT Report Builder, Dashboard, magical unicorn, etc--whatever works for you, I'm interested in hearing about. Thanks in advance.

Comments

  • Thank you so much, Dan Snyder‍! With just a cursory glance, I can tell these reports will be so incredibly helpful. I am going to do a deeper dive and I'll let you know if I have any questions. Really appreciate it!
  • Dan Snyder
    Dan Snyder Community All-Star
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    Sure thing, happy to help if I can.
  • Judy Spigarelli
    Judy Spigarelli Blackbaud Employee
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    Dan Snyder‍ - these are AMAZING reports!  Thanks for the examples. :)
  • @Dan Snyder Thanks so much for sharing your reports! How were you able to report on “time in stage” from Raiser's Edge?

  • Dan Snyder
    Dan Snyder Community All-Star
    Tenth Anniversary Kudos 5 PowerUp Challenge: Data Health #3 bbcon 2025 Attendee Badge

    @Scotland Lamb We use constituent actions to track the moves and include an action attribute that has the stage and the date of the change. I have a Power Automate flow that makes those updates automatically. More information can be found here.

  • Thank you!!

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