Board of directors reporting

Cassie Chilcutt

Hi all- we are looking for examples of how other orgs are reporting prospect management data to your board and/or leadership. Our board is asking to see the "activity and movement" of the moves management process our gift officers are moving their portfolios through (Identification through Disqualification). Moves management is brand new for us so they have a lot of questions and we are trying to figure out the best way to show the work to them.

For reference, we are using RE/NXT and if you've built anything in either system I'm curious about it. If you would like to reach out to me directly to share that is also great: cchilcutt@grandcanyon.org

Thank you!

Joe Moretti

@Cassie Chilcutt There is no perfect moves management in RE NXT, but if you go the work center of each gift officer and have it set up where you see that Prospect Status and last action and next action, you can then export that information right from RE for each of the gift officers like below. Not sure if this helps.