I am new to Prospect Management module and am wondering if anyone has created reports like the two attached for pipeline reporting in RENXT. I can build it in the database view but the directors are working in RENXT web view. Thanks.
Pipeline Review Meeting.xlsx
Proposal Pipeline.xlsx
Following! I'd love to have this be inside of RE for my grants person too.
Insight/Dashboard would be the best place for reporting. Some of these column headings can be found in NXT but not all of them. Adding a custom action field in NXT could help make it a better report in NXT combined with opportunity info. I would start with an Insight and see what can be produced and then see where you might be able to “creatively” store the data missing from your report.
Maybe I am missing something, but doesn’t the Opportunities module in NXT cover most of these? At a previous org, I used Actions but this is so much better. You can track status and expected amount and add actions and multiple grant managers. It works great in the work center too!
I forgot to mention that you and export your opportunities to excel from the work center as well.
