Is there a summary report out there that shows opportunities expected for the year? also broken down by solicitor? I can see the detailed report but don't seem to find a summary one.
Hi @Adam Eggert - You may be able to see what you are looking for through the native Opportunities Report/Dashboard in Web View; Fundraising > Reporting > Opportunities. Additionally, if you have Insight Designer (an NXT add-on) you can build out custom dashboards within web view.
You can still do some Custom Dashboards without Insight Designer but it may not provide you with the summary in web view that you are looking for. Give it a try.
