I am trying to run a query that shows everyone in RE NXT that has given last fiscal year who is not assigned to a solicitor and has a prospect target range of $5k plus but I can't seem to get that last criteria into a query. Help!
I doesn't appear to be a field listed for query. In knowledgebase I asked how to query on prospect target range and it generated an answer (no # or link to share).
There was also a link to this KB article: Article Number: 43703
Knowledgebase may have some help for you.
Is Knowledgebase something you have to pay for?
No. https://kb.blackbaud.com/knowledgebase This link should open for you. Go to place for me before I post in community. :)
Thank you. Unfortunately, they don't have an answer to my question, and it seems like it's not possible so boo. But thanks for your help!
can you show a screenshot on the specific data point in RE NXT? I'm guessing you are talking about Research Point target analytics data?
this is what I am looking to bring into a query
I see, this is the new Prospect Insight tab that's part of the new "platform" in Prospect Insight Pro. This isn't data you can query, and at this time, it isn't data that's available through SKY API neither. IdeaBank would be your best bet.
It's been driving me up the wall that I can't query on Prospect Insights data. I've gone through PI's grouping and copied that target gift range and their likelihood into the prospect management status and classification. It's a pain in the butt but not too bad if you don't have thousands.
