Prospect Pipeline/Proposal Reporting

Alex Christie

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.

Dan Snyder

Alex Christie‍,


There are a couple of reports I have created in Power BI related to this and I have attached PDFs here. These are all created with dummy data, but some real names so that is why they are redacted. The Proposal Pipeline is a to see how proposals are progressing throughout the year on a higher level and then down into the details as you move through the pages. The Moves Management report is one that I need to give credit to Kate Hagen at Goucher College for. She was kind enough to share her sample report with me and I just built what she had in Power BI. The pipeline report is reviewed monthly as part of a standing meeting, while the Moves Management report is something we just created as a tool for gift officers to see who they need to reach out too. Because this is a new report for us, the time in stage and percentage of portfolio piece may be adjusted, but that is not too hard to do. Hope they help.


Also, here is a Tableau visualization I saw listed on another listserv which is amazing

Alex Christie

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

Sure thing, happy to help if I can.

Judy Spigarelli

Dan Snyder‍ - these are AMAZING reports!  Thanks for the examples.

Scotland Lamb

@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

@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.

Scotland Lamb

Thank you!!