Time in Prospect Status - Best Practices for tracking?

I worked for an organization at least 10 years ago that used Constituent Actions.

The category was “Task/Other”, the Action Type was “Prospect Stage”, and the “Action Status” contained the prospect stage values. The action for the current stage was never marked “Complete”. We used the “completed?” checkbox for all actions.

When a constituent was moved to a new stage, the old action was marked complete. A new, incomplete action was then entered with the new prospect stage. You could see how long someone was in a stage and it was easy to query and export.

It is disappointing that Blackbaud has not yet come up with a better way to track this!

Karen

@Daniel MoodyI have found a very good workaround that does not include Power Automate, Power Bi or any other third party app. Just plain old RE NXT. Go to Analysis/Dashboard Builder. Create a new Dashboard the Insight called Prospect Status Analysis and drag over (You can use the free Insight, do not need the pay). You will need to tinker with this (Insight is somewhat convoluted). Click on EDIT PROPERTIES when you put your cursor in the report. Click on Set it up like the following:

I also use the following filters: Date Range (and I pick all times), Fundraiser Type (the one you want to use, I use the one I created Primary Prospect Manager), Prospect status is overdue, Fundraiser Name (and I pick the fundraisers that are needed for our report and the Prospect Status (if you have this set up correctly in RE )

We also use the following Prospect Status Steps along with the Days Until Warning:

Once done and save and close. When you want the report, all you do is click on View, click the small download symbol (I use CVS) and the file opens. This is what I get and it works great for us: